Q: As I type this question ILMN is up 13.68% today. I believe they reported yesterday so they must have been strong numbers. I'm thinking of selling my PFE to buy ILMN because (not including dividends) I'm slightly negative with PFE over 3 years. I know you like ILMN and I would be buying a higher risk company and cutting back the dividends but ILMN just seems an excellent company. It would be about a 2% weighting. Any comments would be appreciated.
Regards,
Jim
Regards,
Jim