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DewDiligence

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DewDiligence

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Re: jbog post# 151733

Sunday, 11/04/2012 9:48:18 PM

Sunday, November 04, 2012 9:48:18 PM

Post# of 257628

How has your [Global Demographic Tailwind] portfolio done against the S&P this year?

Several of the stocks I’ve cited as beneficiaries of The Global Demographic Tailwind are trading at or near multi-year or all-time highs. In the drug/biotech arena, PFE is an example of the former, and PKI, AGN, and ABT are examples of the latter.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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