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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (13293)	11/6/2001 1:46:45 AM
From: Paul Senior	Read Replies (1) of 78673

Yes, I'm with you on CVS, Spekulatius. CVS is on my watch list, and I keep trying to evaluate it, but I can't come to a conclusion I like. I'm still figuring these drug store companies have oversaturated the country. CVS stock looks expensive to me based on absolute numbers. Also based on other stocks that are available that look more undervalued (to me). But based on relative numbers (CVS's historical record for p/bk, p/sales, p/e), the stock is a buy. Debt/eq is fairly low - they've got the ability to expand as they see opportunities. OTOH, there are competitors out there who also have expansion plans and resources too. Aside: nice move on your PHA since you mentioned it here. Sorry I was not quick enough to establish a starting position. Paul Senior

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