| BUY | | Novartis AG | NVS-N | 49.020 | We really like it. One of the few pharma companies that have a generics division embedded in it. They continue to move in the generics area because they see growth in that sector. | 2005-03-11 | |
| TOP PICK | | Boston Scientific Corp | BSX-N | 30.000 | "We really like Boston [Scientific]" Thinks they have a better product then the competitor. Had a series of recalls, but have been able to gain back the marketshare. But the stock didn't recover as well. So is now undervalued. | 2005-03-11 | |
| DON'T BUY | | Biovail Corp. | BVF-T | 20.290 | Reported earlier this week and results were better then expected. Has reservations about the company. If you really want it, wait and watch. | 2005-03-11 | |
| DON'T BUY | | Amgen Inc. | AMGN-Q | 59.810 | Majority of money is from 3 products. Want's more diversificaion. Good balance sheet though. | 2005-03-11 | |
| WATCH | | Stryker Corp. | SYK-N | 47.430 | Unbelieable business run by smart guys. Stable business, great stock for long term. | 2005-03-11 | |
| VAGUE | | Angiotech Pharmaceuticals | ANP-T | 18.720 | Technology is superior then Boston Scientific, and Boston markets for them. (for their main product). Would rather buy Boston, because it is more diversified, and slightly cheaper. | 2005-03-11 | |
Rss Top Picks Feed
