User 305589

6 Ways to Short the Obama Health Plan

your shorting of big pharma will most likely backfire. There are a lot of targets out there for shorting, but big pharma certainly won't be my premier choice. Quite to the contrary, even though some of your fundamental arguments make sense, big pharma is still a healthy, cash-flow rich, pretty defensive sector and it might be exactly the one stock market sector which will attract more money down the road.
As for PFE and lipitor, just look at the company, its current cash flow, its cost cutting measures and its clear path towards much improved profitability. While Liptor has been discounted by the market long, long ago, the positive factors have not. And I am not even talking about PFE's future move into generics - which will scare the living daylights out of smaller generic producers. PFE might be one of the few large cap stocks that may actually make investors money over the next 3-5 years - after lagging badly over the past 5 years.