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No. of Recommendations: 5
Here are some of my value picks. They are not tied to vaccine per se, but return to normal business environment will help them all. They were all much better values before the Pfizer vaccine announcement, and some like CVS and MCK have jumped 20%+. So I will wait for another pull-back before buying more.


I made the Canadian and Swedish banks purchases are after deciding to dump my US bank holdings, which overlapped with BRK.B holdings. These 3 banks are some of the best run banks in the world over a century, even if they are not the biggest bargains on a PB or PTB criteria. I opted for safety, global diversification and strong dividend track record over other value criteria.
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