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10nisman

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10nisman

Re: DewDiligence post# 27168

Thursday, 07/13/2006 1:41:48 PM

Thursday, July 13, 2006 1:41:48 PM

Post# of 252169
Big Pharma valuations / Market leadership....

Dew/Board,

Anyone think PFE and the rest of the dirt cheap big pharma will take leadership of the markets in the near future (over the next 3-6 months)? Nice dividend yields and relatively steady cash flows (with some patent expiration problems and a few lawsuits) should weather any major inflation storm. I'm trying to figure out if it makes sense to skew the portfolio to more healthcare related issues. Any opinions would be greatly appreciated.

10nis

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