Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

My problem with the big pharma is the political environment. Once it becomes more known that US citizen subsidize the cost of pharmaceuticals for the rest of the world, there will be a "great cry" and dire consequences for the stock, so for now, I am still on the side line, I think PFE could be had at a new low under $27 and JNJ I had a target of $47 since the beginning of the year and I'll wait for now. Just taken OVTI off here (the $43.40 position) at $1, for a loss of $2.40, fully compensated luckily by close to $6 in side trips since I took that one on yesterday (net gain actually is $3.53). Now I can play that one with a clean slate.