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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (55814)8/6/2015 12:46:34 PM
From: Graham Osborn  Read Replies (1) of 78670
 
I looked at QSII though not at MRGE on your initial post. What value criteria are you using here? I haven't found much value in the healthcare sector the last 6 months though not for lack of trying. I have my large cap favorites to short when the time comes, but the small and mid caps have eluded my investment universe. Einhorn is short ATHN. I'm not sure what scares me more, longing these stocks or shorting them.
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