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Strategies & Market Trends : Value Investing

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To: LauA who wrote (14189)3/29/2002 1:56:41 PM
From: Joan Osland Graffius  Read Replies (1) of 78730
 
LauA>>Right now I think that someone buying a drug basket containing MRK, SGP, and BMY will do OK. Talk about big and confusing! But their internal rates of return are good. Demographics are on their side. MRK is one of only 9 or 10 AAA rated companies in the market.

Nice write up, thanks.

I recently purchased an initial position in MRK. The management at this company seems to be honest and certainly is not hiding the issues facing the company. They recently put up a good presentation on their site of the road map that the company is pursuing. Also like the AAA rated bonds.

Have you done any analysis on SGP and BMY?

TIA, Joan
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