keithpiccirillo

Johnson & Johnson: Still Adding to My Position

Thanks for the research article.
Any comments about the Weinstein piece here that believes historically JNJ is trading at a premium to its peers and is not worth the "sum of its parts"?
I have JNJ as a core position and have bought at 66 67 64 and 60.
To this date it has been a comfortable level to hide, but for how much longer?
At 2.8% exposure you have nothing to fear.