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Strategies & Market Trends : Value Investing

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To: Sergio H who wrote (48697)	7/11/2012 2:10:56 PM
From: NikhilJog	of 78704

On the face of it - what you are saying about BX makes sense. But to buy it or not is another issue. On LAZ - I will revert to my earlier point - being part of the deal and being the lead on the deal are two very different issues. If you know that they have been the lead on the big deals, i guess i have nothing more to add. And yes i am glad you are playing devil's advocate:) it keeps me on my toes! Thank you for reading the posts. One thing Obamacare might do is to induce growth in preventive care. I believe it will hurt insurance companies. If you are looking into healthcare then i would suggest you bet on healthcare technology firms. they will come out as big winners, no matter what happens. Thanks again sergio:)

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