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What Bothers Berkowitz about Pharma

The Fairholme manager explains the reasoning behind recent stock sales--including Pfizer--and the portfolio's shift from defense to offense.

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Mike Breen: Greetings, this is Mike Breen from Morningstar in Chicago. I am speaking via phone today with Bruce Berkowitz, the manager of the Fairholme Fund.

How are you, Bruce?

Michael Breen has a position in the following securities mentioned above: PFE. Find out about Morningstar’s editorial policies.