Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Graham Osborn who wrote (57231)	5/2/2016 12:41:24 PM
From: E_K_S	of 78717

Value Medical/Pharma plays As you are familiar w/ the industry and have a good concept of value investing, can you provide any names in this sector? I have done well, buying a basket of Pharma's several years ago when their PE's were in the teens. There is a lot of money going to this sector as the baby boomer age. I have also been buying medical REITs that are/were undervalued based on new tenant leases (Kaiser, St Jude and other providers) and their long term lease contracts. I have a small position in OPK that provides medical testing services but that would not be a value play until their FCF & revenues double from current levels. I have been putting new money into THQ a slightly leveraged CEF Bio/Pharma fund that includes dividend payers and Bio-tec plays. Pays monthly about 8%. EKS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next