Thursday, 28 May 2009


The Raven very much agrees with Einhorn about WYE and PFE, the Raven has his largest position in WYE, its a cheap version of PFE given the merger. PFE looks cheap given EPS of $2 and a stock of $15 for a good quality company. Not sure what the catalyst is for owning PFE so the Raven prefers WYE as its going to carry better.

No comments:

Post a Comment