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Four Reasons Why Investors Are Wrong on IMS Health

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The word contrarian is often overused in investing, I have yet to meet an investor who bragged about being a crowd follower; therefore, everyone is a contrarian.  Contrarian investing is very difficult as it requires one to be on the lonely side of the ledger as truly great opportunities present themselves in stocks that everyone…

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Pfizer: Blockbuster success is a double-edged sword

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I wrote this article for FT in 2005, but after reading news on Pfizer it feels like I could have written it today.   Here are some excerpts from the article: Blockbuster success is a double-edged sword. In this litigious society a discovery of side-effects brings an army of tort lawyers to the doorsteps of pharmaceutical companies. …

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