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Post by anitya on Jan 19, 2022 0:25:19 GMT
Just checked 1 year TR for FSPHX. It is negative 4.5% (the same as TCELX - T. Rowe China). During the same time, TOTL - total bond market ETF is down 1.5% and JNK is up 3%. Junk bonds get unfair rap.
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Post by chang on Feb 1, 2022 9:19:39 GMT
Pfizer is really taking it on the chin, and the only reason I can see for it is that I own it. I don’t intend to add, since I already have an outsized position, but it’s yielding nearly 3% now.
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Post by chang on May 23, 2022 12:58:18 GMT
I just checked the 1Y chart of FSPHX and FSMEX vs FXAIX. The S&P has killed them. The story changes over 3, 5 and 10 years, however.
So the question is: is HC ripe for reverting to the mean, or is it in a multiyear slump?
It seems like this question has been coming up every six months for the last couple of years...
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Post by Deleted on May 23, 2022 13:14:48 GMT
I just checked the 1Y chart of FSPHX and FSMEX vs FXAIX. The S&P has killed them. The story changes over 3, 5 and 10 years, however. So the question is: is HC ripe for reverting to the mean, or is it in a multiyear slump?It seems like this question has been coming up every six months for the last couple of years... I have no opinion regarding your question in bold type, but read that big pharma executives populate the billionaires group.
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Post by chang on Aug 11, 2022 6:35:48 GMT
Sanofi dropped 8% yesterday. All my HC stocks are underperforming everything else I own. I’m still baffled by HC over the last three years. Pfizer basically saves the human race from extinction and its stock goes nowhere.
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Post by anovice on Aug 11, 2022 9:41:56 GMT
Sanofi dropped 8% yesterday. All my HC stocks are underperforming everything else I own. I’m still baffled by HC over the last three years. Pfizer basically saves the human race from extinction and its stock goes nowhere. I agree. I have owned VGHAX for 15 years, a tax-inefficient fund in my taxable account. The time has come for me to realize the gain to offset my realized losses. As I age, VFIAX looks better and better. I am done with sector investing.
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Post by chang on Aug 11, 2022 10:55:31 GMT
Happen to noticed that GSK is down 7% right now in London. I don't own it directly, but it's a top holding of SCHY.
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Post by Deleted on Aug 11, 2022 11:05:08 GMT
The sector has lagged. The last 5 years or so have been the tech boom. Give it some time for the market to catch up to fundamentals.
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Post by mnfish on Aug 11, 2022 11:49:53 GMT
chang, "GSK, Sanofi and Haleon slump on worries over Zantac litigation" article on MarketWatch
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Post by FD1000 on Aug 11, 2022 13:24:45 GMT
The decision that Medicare can negotiate drugs prices is great for consumers and bad for Pharma companies. A no brainer good legislation. Let's see how it will be implemented. YTD: XLV performed better than SPY, similar to VOOV(Value index) but behind HDV(value with bigger energy %). I don't believe in stocks, just ETFs or good risk/reward funds within the same category. It's easier to switch. SPY performance from the bottom is better than XLV. The biggest % is high-tech, and these monsters' earnings and generating cash is difficult to beat. The rebound of XLV is the smallest, even compared to VOOV. Easy choice, why not to own a category but a wider range index.Attachments:
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Post by johntaylor on Aug 12, 2022 14:50:53 GMT
My health science holdings down 8 percent YTD
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Post by chang on Apr 13, 2023 12:18:11 GMT
I just noticed that a couple of my HC stocks (Novartis, Sanofi) are up 15% the last month. The others are up 5%. FSMEX is also doing well.
Hopefully, this becomes a long trend.
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Post by retiredat48 on Apr 14, 2023 0:07:41 GMT
I'm liking the chart pattern of an investment I own, IHI Medical Devices. People now finally returning to long-delayed-due-covid, medical treatments involving med devices.
R48
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Post by habsui on Apr 14, 2023 2:08:42 GMT
I added to my UNH position over the last few weeks. Obviously, this started the rush..
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Post by chang on Apr 14, 2023 6:59:40 GMT
I'm liking the chart pattern of an investment I own, IHI Medical Devices. People now finally returning to long-delayed-due-covid, medical treatments involving med devices. R48 IHI appears to track FSMEX closely. The Fido fund has a very slight advantage. Similar situation with FSUTX and XLU/VPU. I own both Fido Select funds in my IRA; if they were in taxable I would surely own the ETFs.
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Post by johntaylor on Apr 14, 2023 16:09:39 GMT
Have some THISX, which is run by a medical doctor. Down 12% last year, now up 2%.
Also long-term owner of some indiv stocks like Merck, Lilly -- the usual suspects.
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Post by chang on Apr 26, 2023 6:56:43 GMT
The trend is looking good for every pharma except Pfizer, which is tanking
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Post by chang on Oct 12, 2023 19:21:39 GMT
I just noticed that a couple of my HC stocks (Novartis, Sanofi) are up 15% the last month. The others are up 5%. FSMEX is also doing well. Hopefully, this becomes a long trend. Well, Novartis and Sanofi are doing well. Near 5-year highs. Those were great buys. FSMEX is not doing well. Why? It's gone almost nowhere over 1- and 5 years. It could have been traded, but I'm not a trader. I picked this one in my IRA for B&H. Of course, it was a great B&H from 1998. Hopefully, it will bounce from its recent "crash" and the chart will continue its meteoric rise.
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Post by liftlock on Oct 13, 2023 18:14:35 GMT
I just noticed that a couple of my HC stocks (Novartis, Sanofi) are up 15% the last month. The others are up 5%. FSMEX is also doing well. Hopefully, this becomes a long trend. FSMEX is not doing well. Why? Medical device stocks have been hit hard due to fears of disruption by the new obesity drugs. Yesterday, I added to my position in SWAV when my 3rd buy limit order was executed at $185 per share.
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Post by chang on Oct 26, 2023 17:16:39 GMT
FSMEX is not doing well. Why? Medical device stocks have been hit hard due to fears of disruption by the new obesity drugs. Yesterday, I added to my position in SWAV when my 3rd buy limit order was executed at $185 per share. Dang, "not doing well" is an understatement. It sucks. Should I consider getting out. That would, of course, trigger a massive melt-up, guaranteed. liftlock , you could be right. My Novo-Nordisk (obesity drugs) is doing very well.
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Post by yogibearbull on Oct 26, 2023 17:29:58 GMT
This diabetes/obesity drug craze is out of control. There are only 2 companies in the world for now with approved GLP-1 agonists - US' LLY and Denmark's NVO. NVO has done soooo well that it has the TOP market-cap in Europe. Moreover, its market-cap now is much higher than Denmark's GDP. Think where could LLY go in the US if it remotely approached the US GDP. StockCharts, 3-yr stockcharts.com/h-perf/ui?s=LLY&compare=NVO&id=p89249500704
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Post by chang on Oct 26, 2023 18:46:46 GMT
This diabetes/obesity drug craze is out of control. There are only 2 companies in the world for now with approved GLP-1 agonists - US' LLY and Denmark's NVO. NVO has done soooo well that it has the TOP market-cap in Europe. Moreover, its market-cap now is much higher than Denmark's GDP. You heard it here first! big-bang-investors.proboards.com/post/29707/thread
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Post by chang on Oct 27, 2023 7:41:11 GMT
Sanofi opened down 15% this morning, wiping out a whole year’s gains. What a way to start the day.
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Post by liftlock on Oct 28, 2023 15:59:45 GMT
Sanofi opened down 15% this morning, wiping out a whole year’s gains. What a way to start the day. I own the ADR and feel your pain. SNY closed down 19% on the day.
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Post by rhythmmethod on Oct 28, 2023 16:09:29 GMT
I use BME, a non-leveraged HC CEF, as my HC proxy. It pays monthly ~7% and is an easy hold for my purposes.
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Post by chang on Nov 2, 2023 16:42:25 GMT
Is Pfizer heading toward bankruptcy? That chart!
Isn’t this the company that was first out with a vaccine for an epidemic that threatened to wipe out the human race?
I hate to sell at the bottom, but where IS the bottom? This is getting ridiculous.
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Post by liftlock on Nov 2, 2023 21:44:42 GMT
Is Pfizer heading toward bankruptcy? That chart! Isn’t this the company that was first out with a vaccine for an epidemic that threatened to wipe out the human race? I hate to sell at the bottom, but where IS the bottom? This is getting ridiculous. It looks like PFE is approaching a 10 year support level. I believe they have an oral weight loss pill in trial with results expected before year-end. Check out the S&P Global Compustat report on Fidelity for a long term perspective. I own shares and am holding on for now. Dividend at 5.38%.
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Post by bizman on Nov 2, 2023 22:11:59 GMT
I'm not a technician, but even I can see that PFE is sitting right above its 200 month moving average. Assuming management has flushed (or is close to having flushed) their overoptimistic tendency to "over promise and under deliver" and the hangover from Covid, one would hope they would be putting in a bottom sometime fairly soon. Then again, who knows. Bernie Sanders, future patent cliffs, and Medicare drug price "negotiations" continue to loom.
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Post by catdog on Nov 3, 2023 2:32:19 GMT
I bought PFE in about june 2020 at the early stages of Covid. It was a little cheaper than it is now but not much. I sold on Nov 9 2022 when I liquidated all equity holdings. I have been watching it ever since.
I don't have any sage advise, but two observations: 1 their new breakthrough type drugs seem to have dried up. They normally have an active pipeline of maybe's, but not so many lately. 2 The payout ratio in 2022 trended about 31% and this year has increased to 44%. still a pretty safe level.
catdog
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Post by chang on Nov 10, 2023 10:33:07 GMT
Is Pfizer heading toward bankruptcy? That chart! Isn’t this the company that was first out with a vaccine for an epidemic that threatened to wipe out the human race? I hate to sell at the bottom, but where IS the bottom? This is getting ridiculous. It looks like PFE is approaching a 10 year support level. I believe they have an oral weight loss pill in trial with results expected before year-end. Check out the S&P Global Compustat report on Fidelity for a long term perspective. I own shares and am holding on for now. Dividend at 5.38%. Thanks. I don't know that a "10 year support level" means anything for a single company with an evolving profile in the marketplace. However I should probably do the same as you, as I'm still sitting on a sizable profit and will pay CGs if I sell.
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