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What's Next For The 'Break Up Pfizer' Theory? - Forbes
Jun 7, 2012 . There are basically two theses for investing in Pfizer. The first is that the spin-offs will continue. Pfizer has committed only to spinning off the .
http://www.forbes.com/sites/matthewherper/2012/06/07/whats-next-for-the-break-up-pfizer-theory/

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Dow 30 Earnings: Pfizer – First Quarter 2012
May 1, 2012 . All told, our investment thesis remains largely unchanged from our April 13th report. Pfizer is a strong company with solid fundamentals and .
http://www.valueline.com/Stocks/Highlight.aspx?id=13008

In Wake of Alzheimer's Disaster, Wall Street Revisits Pfizer and J&J ...
Aug 8, 2012 . Pfizer (NYSE: PFE) said in a statement that bapi didn't meet set endpoints . that his investment thesis on J&J is “unharmed” by Monday's news, .
http://www.xconomy.com/new-york/2012/08/08/in-wake-of-alzheimers-disaster-wall-street-revisits-pfizer-and-jj/

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Fund Manager Bruce Berkowitz's Investment Thesis On Pfizer
Feb 26, 2009 . Fund Manager Bruce Berkowitz's Investment Thesis On Pfizer, Stocks: PFE, Bruce Berkowitz, release date:Feb 26, 2009.
http://www.gurufocus.com/news/49950/fund-manager-bruce-berkowitzs-investment-thesis-on-pfizer

What Pfizer left behind with Capsugel - The Term Sheet: Fortune's ...
Apr 4, 2011 . Pfizer (PFE) today agreed to sell its Capsugel business to Kohlberg Kravis Roberts & Co. (KKR), six months . So what's the investment thesis?
http://finance.fortune.cnn.com/2011/04/04/what-pfizer-left-behind-with-capsugel/

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Funds - Investing Thesis
Tweet Hedge Funds Biography: Tristram S. Lett is the Chief Investment Officer at Integra Capital Management. Established in 1987, Integra Capital Management .
http://www.investingthesis.com/category/funds/

Latest Commentary - Focused Investors
Two of the most important elements of our investment thesis remain intact. The company ended the first quarter with almost $190 billion in capital and currently .
http://www.focusedinvestors.com/commentary.php

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Pfizer's Investments - NYTimes.com
Dec 4, 2011 . Investments like these run counter to the thesis that we are stockpiling cash. On the contrary, Pfizer is investing in many areas of unmet medical .
http://www.nytimes.com/2011/12/05/opinion/pfizers-investments.html

Paulson & Co.'s Biggest Buy, Biggest Sell and Top Holdings ...
May 24, 2011 . The most common bull investment thesis is that Pfizer is cheap on a sum of the parts basis. Glenview Capital Management highlighted Pfizer in .
http://seekingalpha.com/article/271619-paulson-co-s-biggest-buy-biggest-sell-and-top-holdings

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What's in Store for Biotech Investors in the Second Half of 2012 ...
Jul 25, 2012. it sure looked like "short the launch" was a no-lose investment thesis. . Pfizer is also trying to use the convenience-factor angle to move in on .
http://www.fool.com/investing/general/2012/07/25/whats-in-store-for-biotech-investors-in-the-secon.aspx

David Einhorn Talks Gold, Apple (AAPL), Pfizer (PFE), CareFusion ...
Nov 30, 2010 . David Einhorn Talks Gold, Apple (AAPL), Pfizer (PFE), CareFusion . Fund Wisdom for those of you interested in the full investment thesis.
http://www.marketfolly.com/2010/11/david-einhorn-talks-gold-apple-aapl.html

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Pfizer Appears Overvalued - Seeking Alpha
Aug 22, 2012 . Investment Thesis. Pfizer is a fundamentally weak healthcare firm. Compared to Merck, Johnson & Johnson, and Abbott Labs, Pfizer is the .
http://seekingalpha.com/article/822461-pfizer-appears-overvalued

GLOBAL PRIVATE EQUITY REPORT 2012
Deal generation: We help PE funds develop the right investment thesis and . closed on its $2.4 billion carve-out of Capsugel, a unit of drug maker Pfizer, KKR .
http://www.bain.com/bainweb/pdfs/Bain_and_Company_Global_Private_Equity_Report_2012.pdf

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Dow-30 Earnings: Pfizer – Second Quarter 2012
Jul 31, 2012 . All told, our investment thesis remains largely unchanged from our last report. Pfizer is a strong company with solid fundamentals and sizable .
http://www.valueline.com/Stocks/Highlight.aspx?id=13393

Elan Corporation | Investor Relations | Press Release
Aug 6, 2012 . Additionally, Pfizer Inc. has provided an announcement to the . provide a unique growth and value investment thesis to the marketplace while .
http://newsroom.elan.com/phoenix.zhtml?c=88326&p=irol-newsArticle_pf&ID=1722933

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Elan Shares Drop After Alzheimer' s Drug Fails in Study - Minyanville
Aug 7, 2012. also dinged the shares of Pfizer, Johnson & Johnson, and Eli Lilly. . a unique growth and value investment thesis to the marketplace while .
http://www.minyanville.com/sectors/biotech-pharma/articles/elan-pfizer-johnson-2526-johnson-alzheimer2527s/8/7/2012/id/43014

Krause Investment
Apr 25, 2012 . Pfizer Inc. (Pfizer) is a leading pharmaceutical company and marketer of medicines . growth, decreased inventory investments, and cautious .
http://tippie.uiowa.edu/krause/spring2012/pfe_sp12.pdf

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Ideas for Intelligent Investing | GregSpeicher
Ideas for Intelligent Investing. . Bruce Berkowitz's Investment Thesis on Sears: Case Study ~ market folly · Eminence . Pfizer's Potent Pipeline – Barrons.com .
http://gregspeicher.com/

Insights from a Canadian Hedge Fund Insider ... - Investing Thesis
Tristram S. Lett is the Chief Investment Officer of Integra Capital Management . are generating any 'alpha' from Apple, Pfizer and Exxon Mobil as opposed to an .
http://www.investingthesis.com/interviews/investing-professionals/insights-from-a-canadian-hedge-fund-insider-tristram-s-lett-of-integra-capital-management/

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Read More - SmithOnStocks
Aug 1, 2012 . Detailed Investment Thesis. Bristol-Myers (BMY), Eli Lilly (LLY), Merck (MRK) and Pfizer (PFE) were out of favor for many years based on .
http://smithonstocks.com/contact-us/273-bristol-myers-squibb-side-effect-issue-with-hepatitis-c-drug-creates-a-buying-opportunity

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Why Elan Shares Sank (ELN)
Jul 24, 2012. on big changes -- just in case they're material to our investing thesis. . Last night, Pfizer (NYSE: PFE ) and marketing partner J&J noted that .
http://www.fool.com/investing/general/2012/07/24/why-elan-shares-sank.aspx

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Just One Stock: Cash, Cost Savings in Undervalued Large-Cap ...
Aug 24, 2010 . How does your choice of Pfizer reflect your investment approach? . and newly launched product failures, could derail the investment thesis.
http://seekingalpha.com/article/221941-just-one-stock-cash-cost-savings-in-undervalued-large-cap-pharma

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