Comments on: Stock Analysis: Pfizer Inc. (PFE) *

By: Dividends4Life

Dividends4Life — Wed, 19 Mar 2008 01:52:00 +0000

Dividend Tree: I do have some concerns with PFE also, but I am not ready to put it on the shelf yet. At the same time I won’t let PFE grow to more than 2-3% of my dividend income holdings.

Best Wishes,
D4L

By: Divident Tree

Divident Tree — Tue, 18 Mar 2008 16:23:00 +0000

D4L: This was a very interesting analysis. Quantitatively, the number are looking great. The numbers are good because of good past.
Qualitatively, I agree with you that for short term it is good. PFE is going through a transition phase, where its trying to reorganize and refocus. However, I do not see a good vision from PFE. They sold there consumer healtcare, and want to focus on pharm. But pharm products are all in pipeline with nothing concrete in horizon. May be PFE will buy some small biotech phram companies.
I own PFE with 2.1% of my protfolio. Unless I see any progress on PFE future plan, I have it “on shelf” (using your terminology).

By: Dividends4Life

Dividends4Life — Tue, 18 Mar 2008 11:13:00 +0000

Thicken My Wallet: At its current yield I would not object to PFE cutting way back on its rate of increase. I think Woolworth followed this path into bankruptcy.

Best Wishes,
D4L

By: Thicken My Wallet

Thicken My Wallet — Tue, 18 Mar 2008 03:56:00 +0000

I own pfe as well. I am not worried about lack of pipeline since this is an industry wide issue and not particular to the company.

I am, however, worried about the payout ratio. Indicates they may have to halt dividend increases in the near future.

A good long term hold. I have it in a DRIP while its share price lags.