Jason Rines (iThinkBig)

Healthcare Stocks Have a Serious Drug Problem

Boomer retiring means increased gross revenue but government creating drug competition will mean reduced margins.

Healthcare, Energy Sectors Shouldn't Fear Obama

This article says almost nothing. I talk to big pharma CEO's. They are very prepared to further accelerate offshoring just like Clininal Trial business that is now in Chindia instead of the U.S. Attempting to soothe some fears that a one party dominated Washington won't hurt your industry in an already existing landscape of 'Fascism Lite' is a waste of time.

One could make money on pharmaceuticals if you have a buy and hold strategy that is 5-10 years out and you are not afraid of dilligence on emerging markets. Brush up on your Mandarin.

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

Dividend, you hit the nail on the head. I like Pfizer for the same reason, although this is certainly 5 year play. The political environment is a tad hostile right now towards the sector as a whole. I will make some investments at the end of the 1st quarter of 2009 once I see what the political landscape looks like. Washington is picking winners and losers in what surely will be a very rough economy. The ability for big pharma to capitulate to Washington and vice versa would help.

Abbott Laboratories: The Choice Within Big Pharma

I agree with his basic analysis about big pharma. I won't comment much further, two of my clients are Astra Zeneca and Merck. He is correct about diagnostics (ie Clinical Trials) are going to boom in emerging markets. U.S. labor has become a lot cheaper these days. It is a shame our political system skews toward Chronie Capatalism. My big pharma contacts want to keep there money here but the political situation is causing them to do what any good capatalist does, invest where it is safest.