It's a rotation from technology. There's money from technology going into the defensive stocks. |
Monsanto is one of the best agriculture companies. |
Pfizer's fourth-quarter results were a little better than our optimistic expectations and show the company is in very, very good condition with its biggest drugs going strong. |
That may be below the bullish $5 billion or $10 billion annual forecasts that some analysts had originally made for Viagra, but $2 billion is an impressive reward for Pfizer. |