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.
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.