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No. of Recommendations: 1
I find it funny that the Rule Maker portfolio seriously considered buying Siebel only a month or two ago when it was $60-80/share, projecting that it could reasonably double in price in 5 years. But now that it is "for sale" at less than half the price ($29), they didn't buy it. I wonder whether, if pharmaceutical stocks fall out of Wall Street's favor by the time for the next RM purchase, the portfolio will instead buy a stock in another fully-priced sector.

Maybe J&J will go up more than SEBL in the long term. Of course I don't know. But it just seems ironic, doesn't it?

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