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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (42157)	5/12/2011 3:38:43 PM
From: E_K_S	Read Replies (1) of 78669

Hi Paul - My Drugs watch list has been moving higher the last 14 days w/ all hitting 52wk highs. In particular, LLY my long term "Value" play w/ buys in 8/2009 & 4/2010 is finally moving close to $40.00/share. MRK is another big mover for me w/ buys in 10/08, 11/08. & 6/09 may be a $40 candidate soon too. finance.yahoo.com What's your take on the Drug companies in general and are there any on this list you see as possible sell candidates. Both Covidien plc (COV) and Becton, Dickinson and Company C(NYSE: BDX) have been discussed as undervalued medical devise companies. These too are trading at or near their 52wk highs. finance.yahoo.com At 16 PE these companies might be considered near a fair value level but their forward PE's are lower around 13. IMO these are still holds and to me continue to be undervalued. In both the Drug stocks & Medical equipment companies we are having a stealth rally. EKS

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