David Burrows Schering AG SHR-N BUY Dec 10, 2004

Companies like Pfizer and Merck have been coming apart for quite awhile. Growth rate has gone from 30% to low single digits. When this happens, the P/E has to contract. There are more sellers than buyers. One of the few that is doing better is Schering AG. Growth rate is accelerating and have a good line up of drugs.