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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (16846)	4/16/2003 10:25:32 PM
From: Spekulatius	of 78673

SNY and BAX SNY may be a good stock even though it's a bit pricy right now. P/E is about 21 at current prices but Sanofi has above average growth in the pharmaceutical sector and i recall them having a good track record. The CEO predicts 20% earnings growth this year. A possible patent issue with Plavix (licensend to BMY) may be a problem. I'll put it in my watchlist and wait for a retreat. en.sanofi-synthelabo.com BAX continues to overpromise and underdeliver - now it seems that they have backloaded the earnings for this year to make the forecast. Judging by their recent track record, i wonder if this will work. Even worse is the fact that they are consistently cash flow negative and continue to make acquisitions, their debt has increased to about 4.7B$ now which is a big red flag for me.

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