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Re: viking86 post# 16296

Sunday, 12/13/2009 4:51:27 PM

Sunday, December 13, 2009 4:51:27 PM

Post# of 94785
I might get flamed..

I'd say dump Pharma altogether and increase Agriculture related holdings. With Pharma you are always having to deal with R&D costs and financing which weigh down markets.

Agriculture.. well.. there are a lot of Chinese who have increasing income.. and are sick of eating just rice and goats milk..

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