http://ContrarianEdge.com/2010/01/18/the-case-for-pfizer/ Vitaliy Katsenelson blog on the economy, stock market, and stocks. Applying Active Value Investing approach. Tue, 07 Feb 2012 06:09:00 +0000 hourly 1 http://wordpress.org/?v=3.2.1 http://ContrarianEdge.com/2010/01/18/the-case-for-pfizer/comment-page-1/#comment-190675 gokou3 Tue, 19 Jan 2010 20:35:27 +0000 http://ContrarianEdge.com/?p=1986#comment-190675 Nice article. I am a PFE owner since 2005 at $21.50. At that time I bought in due to its huge FCF and expectation of Torcetrapib (sp?) to eventually replace lost Lipitor revenues. That didn't happen, and the stock dropped further, all the way to single digits recently. But now the prospect is much better. In addition to what you mentioned, the company's current CEO has also made significant cost cutting in its existing operation. They are now making a big push to generic drugs which PFE should have an edge due to its wide distribution network. Nice article. I am a PFE owner since 2005 at $21.50. At that time I bought in due to its huge FCF and expectation of Torcetrapib (sp?) to eventually replace lost Lipitor revenues. That didn’t happen, and the stock dropped further, all the way to single digits recently. But now the prospect is much better. In addition to what you mentioned, the company’s current CEO has also made significant cost cutting in its existing operation. They are now making a big push to generic drugs which PFE should have an edge due to its wide distribution network.

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