Zeev's Turnips Patch-No Politics (ZEEV)

[rajaram46]

Zeev,

With the Nassacre scenario in play, what stocks and entry points do you like for like a 2-3 year hold?

I noticed you have $25-30 for QCOM, which I like and just sold my holdings.

Do you have entry points for these:

1. EBAY
2. RMBS
3. ARMHY
4. MRK
5. PFE

What do you think about big Pharma? I think the valuations are attractive and are overstating the risks.