3 Comments

    • ON: Tue Jul 22nd 17:14 PM
      Commented on:
      Earnings Preview: Pfizer
      I don't think that PFE is a value trap as you pointed out in your article. You made some very good points, but I believe that with the company's history of dividend raises and payouts, it's a good buy and hold at these levels.

      I agree that PFE must make an acquisition to bolster its pipeline--I think the company is biding its time to weigh all factors and choose the right target. And I think that target won't be a small cap company--I believe that BMY and SGP are likely takeout targets and this fall I think PFE might make a move. Until then, I hope that PFE maintains its market cap and I hope to continue to collect the fat dividend.

      Long term, I think PFE is a good place to be.
      View article »
    • ON: Thu Jul 10th 08:08 AM
      Commented on:
      Big Pharma Stocks: Real Rally or Just a One Day Wonder?
      Hi Mike, good article. I'm optimistic about drug stocks. I'm long PFE and have been feeling quite a bit of pain, but I think all of the bad news is cooked into most pharmaceutical stocks. I'm willing to keep adding to my position on dips and collect the nice dividend until the sector resuscitates.
      View article »
    • ON: Thu Apr 3rd 12:07 PM
      Commented on:
      Pfizer's Failures and Fight for Lipitor
      It appears that most of the bad news about PFE is out and priced in to the stock. The recent bounce from $20 territory may indicate that the bottom is in, and there may be significant upside if PFE makes an acquisition to beef up the pipeline.

      The dividend yield is certainly attractive at these levels and for the long term investor, upside share price is almost inevitable.

      JMHO.
      View article »
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