Interessanter move von SeekingAlpha Blogger Chowder:
".. I am selling PFE and AMGN across all portfolios in the coming days.
Pill companies just seem to have lost pricing power. They need pricing power to offset the enormous costs of creating drugs. I don't think medical supplies will lose very much pricing power and they don't have the cost that pill companies do in coming up with new drugs.
Drugs are sold to people, hospital supplies are sold to hospitals. Different ballgame.
BDX and SYK are dividend growth companies, they just are not high yielding companies. I think they are perfect for young people, older folks would need to look at capital gains if they don't have long enough for the dividend growth to amount to anything.
I may be making a mistake with these moves, but some mistakes I'm more comfortable with than others.
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... JNJ is the only one I'm willing to stick with. I simply don't want several companies in this sector. As you say, only 50% of the company is drugs, I'm okay with that with one company, especially the size of JNJ. I'll be adding to JNJ today in an older folk portfolio."
https://seekingalpha.com/author/chowder/comments
Ich muss zugeben, dass ich mit zu viel Pillendrehern auch nicht so gelassen bin und exakt aus den Gründen, die Chowder schrieb, halte ich aus dem Bereich nur JNJ, die aber mehr als maximal.
".. I am selling PFE and AMGN across all portfolios in the coming days.
Pill companies just seem to have lost pricing power. They need pricing power to offset the enormous costs of creating drugs. I don't think medical supplies will lose very much pricing power and they don't have the cost that pill companies do in coming up with new drugs.
Drugs are sold to people, hospital supplies are sold to hospitals. Different ballgame.
BDX and SYK are dividend growth companies, they just are not high yielding companies. I think they are perfect for young people, older folks would need to look at capital gains if they don't have long enough for the dividend growth to amount to anything.
I may be making a mistake with these moves, but some mistakes I'm more comfortable with than others.
---
... JNJ is the only one I'm willing to stick with. I simply don't want several companies in this sector. As you say, only 50% of the company is drugs, I'm okay with that with one company, especially the size of JNJ. I'll be adding to JNJ today in an older folk portfolio."
https://seekingalpha.com/author/chowder/comments
Ich muss zugeben, dass ich mit zu viel Pillendrehern auch nicht so gelassen bin und exakt aus den Gründen, die Chowder schrieb, halte ich aus dem Bereich nur JNJ, die aber mehr als maximal.