IMS Health Inc (RX)

Relatively small company but the leading dominant provider of data to the pharmaceutical industry. When a drug company wants information about how its drugs are selling, what doctors are prescribing those drugs they go to this company. Great value at about 9X earnings.

They provide all the data to companies like Johnson & Johnson (JNJ-N) and Pfizer (PFE-N) on pharmaceuticals sales. If you are J&J and want to know what drug is selling where and how well they tell them. Now trading at 8X earnings. Very cheap.

It is a proprietary global database for things like where drugs are being sold, who's prescribing, for what conditions, etc. About 8 times as large as their nearest competitor. Have has problems with their Japanese information which is now being corrected and they are coming back into profitability.

(Was a top pick on Nov 13 no change) Still likes. Growing their business at 12% a year. No debt.

Has dropped because of earnings warnings. Should be okay at this level.

(Was a top pick on May 25 down 28%) Still likes. Expects 15% growth.

Controls 80% of their field.