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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: randomdoc ✭  😊 😞
Number: of 1198 
Subject: Pfizer - Mungo's take Jan '22 @ $52 vs.
Date: 09/25/23 6:10 PM
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No. of Recommendations: 5
Almost two years ago, Jim gave a (qualified) shout out for Pfizer. That was almost two years ago at $52 with 3% dividends. Today it's at $32 with 5% dividend.

Curious what Jim or others think whether there is substantial margin safety now with more upside.

The Motley Fool: OT: MRNA - #4 by mungofitch - Stocks A to Z
For those who like 'em stodgier, Pfizer also looks pretty good too at $52 and change. (though obviously better at October's prices of $41 and change, which may return).
If you look a their projections of vaccine profits, there is a chance that the run up in company value considerably exceeds the run up in price.
It's a much more conservative wager, of course, with a bit more margin of safety and likely a more modest upside.
Single digit multiple of next year's estimated profit and a dividend yield over 3%. The downside seems somewhat constrained even if the earnings boost starts to fade.
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