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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject10/30/2002 3:43:43 PM
From: hoyasaxa  Read Replies (2) of 78625
 
Stock Idea- Johnson controls (JCI)

Conglomerate. $7B company.
TTM PE of 13x.
0.4x P/S
TTM ROE 19%
Debt/Equity 0.64.
16% EPS Growth last 5 years.

Other conglomerates that look interesting include ITT and UTX.

Technology companies that look interesting include NVidia.

And healthcare companies include the drug development/ outsourced lab companies like LabCorp and Quintiles.

All IMHO, of course. Appreciate any commentary. Thanks -
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