PHARMACEUTICAL HOL DEP RECEIPTS REP 20 PHARM I (AMEX:PPH)

bIlluminati (78.10) Submitted: 3/7/2012 4:04:20 PM : Start Price: $37.44 PPH Score: +2.33

Pharmaceuticals should outperform due to low P/E.

tekennedy (64.68) Submitted: 11/4/2010 11:34:21 AM : Start Price: $31.78 PPH Score: +8.26

At a glance this funds concentrated holdings seem to be good companies trading inexpensively. I am not a fan of most pharma companies as I have difficulties evaluating their pipeline and drug approvals (or lack thereof) have a huge determination of value. This distributes that risk. Thanks to Morningstar for the fund.

tthwebster (26.38) Submitted: 3/30/2009 10:37:05 PM : Start Price: $26.46 PPH Score: -27.57

Betting to outperform the 500 this leg down.

ChimpInvestor (32.55) Submitted: 7/8/2008 10:11:06 PM : Start Price: $32.20 PPH Score: +8.30

Well I am tapped out of cash unless I go margin.. buying in at the open assuming we open higher tomorrow.... also need to take profits on previous positions on any sustained rally assuming I'm actually up... yikes

I hate agreeing with Cramer, but I have been waiting for a long time for sector rotation... i believe that rotation is going into healthcare... Obama is a wild card, but this and many of the green thumbs i made tonight are international companies... although the PPH is a basket of pharma stocks and will perform average vs. trying to pick individual pharma stocks my reasoning is as follows

1) the market is too volatile for even me to buy individual stocks so I am buying a basket of stocks in an industry going forward in the form of an ETF... see my recent KOL picks and ITB

2) pharma stocks can swing big on one drug blowing up or making it over the goal line... i don't want to take that gamble

3) i don't understand the industry enough to make a smart choice

so really this is a bet that we rotate into big pharma without taking substantial risk

it should be noted that healthcare stocks have done squat for years.. and I mean YEARS......... this terrible market with a lot of pharma trading at a PEG of 1 may be the entry point we are looking for... commodities have run forever, and most people don't have the stomach or believe to invest in financials, builders, etc... I'm not sold on tech either

4 of the top 23 industries are in healthcare (192 industries in all) and I haven't seen healthcare/drugs show this much money coming into the sector in a long time..

Watch Pharma closely once a new president is elected and his policies are better known......

Poor people smoking crack, eating at mcdonalds, sitting in front of the TV all benefit the drug companies unless Obama intends to force pharma to give this stuff away to the poor (picture the bread scene at the colliseum in the movie Gladiator)...

Obama scores a 9 on the stupidity index, so this position might not make it past November let alone 2 years

PennyPincher12 (98.81) Submitted: 6/21/2008 5:19:59 PM : Start Price: $30.55 PPH Score: +18.23

Big pharma across the board.

cpiercew (< 20) Submitted: 6/12/2008 5:52:05 AM : Start Price: $30.78 PPH Score: +18.90

Great industry that is undervalued -

carolchris95 (37.33) Submitted: 4/3/2008 10:26:02 PM : Start Price: $32.36 PPH Score: +15.24

Stock is a good but sell at $30.00