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Re: DewDiligence post# 23

Monday, 04/05/2010 9:14:40 AM

Monday, April 05, 2010 9:14:40 AM

Post# of 430
Thinking of buying some

Novartis is looking tempting to me for the following reasons that seem flimsy individually, but compelling considered together.

--Not much news or comment here lately, while the overall market has risen, making it look relatively attractive. It has been suggested that the company is reeling/adjusting to Alcon deal.
--Looking for increased safety in diversified large caps in particular, which have not enjoyed as much of the recent gains.
---3.7% dividend
---Impressive pipeline (http://investorshub.advfn.com/boards/read_msg.aspx?message_id=45888821)
---international diversification, dollar devaluation.

Comments or negative views on Novartis?

Urche
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