Regarding pharmaceuticals, I still have ABT that I want to keep and PFIZER with a strong added value that I hesitate to sell. What would you do? And in another sector, what do you think of GENERAL ELECTRIC?
PFE doesn't seem so bad to me, the profit is progressing well and covers the dividend quite well. It's true that the PER is a bit high on the other hand. You have already sold Sanofi and Merck, perhaps you can postpone your decision for PFE a little, in order to spread the "risk" of selling. Regarding ABT, I am also holding on.
For GE it's a nice value, not expensive at the moment. It doesn't really fit my risk style though.