E Nuff Sed

Cramer's Mad Money - The Ultimate Stealth Rolling Bull Market (11/10/09)

Actually Cramer's advise is sound. JNJ is dead money for the next 3 years as it will struggle to maintain earnings due to patent expiries and lack of near term pipeline in pharma and medical devices. Their consumer group is doing well but cannot makeup for overall weakness.

On Nov 11 11:10 AM Gravity404 wrote:

> Cramer says he doesn't like JNJ. That means it's time to BUY, BUY,> BUY it.
>
> Everyone should have JNJ in their portfolios and $60 is a excellent
> entry point for long term buyers.

'Survivor's Bounce' Coming to an End

A tale of two markets - one over valued and pricing in a V shaped recovery and the other a W - a double dip recession. One could "short" the over value "V" stocks and buy the undervalued "W" stocks. This could play out very well over the next 2 - 3 years.

4 Dividend Stocks to Hedge Against Social Security Failure

The problem with American SS is that it is too socialistic or rather socialism for the rich. This generates a mean spirited debate which ignores society's responsibility towards the old and the feeble.

I fail to understand the rationale of people with incomes of more than $100,000 collecting SS checks? SS is meant to provide a living income to the old, feeble and poor retired workers - not provide an extra income people who are already quite well off.

In Canada,if you’re 65 or older in 2009, the government will progressively clawback SS for incomes $66,335. SS is completely eliminated for incomes over $107,692.

Net effect is the Canadian SS system is healthy - not a burden on the government and SS taxes for workers are 4.95% with a
# Maximum Contribution o $2,118.60 per year - which I am happy to pay even though I will never collect any of it because of my income.

Why I Bought Abbott Laboratories Despite Health Care Reform

I bought ABT in around 1998 at approx $44. 11 years later its still there.
Don't even ask about Pfizer - its $50 in the 2000 - $15 now.

Sure dividends are nice but they have not compensated for the loss of capital. Entry point is KEY.

A Tale of Three Pharmaceuticals: Abbott Labs, Pfizer and Eli Lilly & Co.

It is hard to judge what is hot, cold and what could blow up in your face.

I have all three as well as Merck, Schering-Plough, Aventis and Novartis. Like insurance and finance - pharma is inherently risky - apart from pipeline and patent (expiry, litigation) risks, there is product risk (i.e. Vioxx) as well as the massive investments needed to bring a product to the market.

Best is to buy a basket of top Pharma/Biotech - with strong dividends and diversity - they are not a bad investment in the long run with the aging population and the start of the genomic revolution ...