When I saw this stock getting crushed the other day, I pounced on the opportunity to own it on the cheap. Been watching TEVA for years and I'm glad I scooped some shares up at a very nice valuation for a very long term investment.
I also believe the home builders have bottomed and stocks like PHM are due for a run into next year.
I've exited some very good performers recently (MCP, AKAM, NFLX and UYM) and I'm now repositioning my portfolio in a different direction. TEVA and PHM are the first additions to my new portfolio.