Disciplined Investing, especially the NAIC way Message Board

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Strategies & Market Trends : Disciplined Investing, especially the NAIC way

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To: The Philosopher who wrote (376)	2/2/2003 9:33:34 PM
From: - with a K	Read Replies (1) of 469

Re: BMET My old club held both BMET and Stryker (SYK) so I am familiar with both, but I do not own either. (I was concerned that the club held two very similar companies that moved up and down in lockstep over the years, but no one seemed to share my concern!) What's interesting is that I pulled out a SSG from June done by the fellow who followed both for us. (He was one of our strongest members and his analysis was usually spot on.) The price when he did the SSG was about 30 cents more than it is now, he used more aggressive judgement, and the results were essentially the same! Yes, page one of the SSG is glorious in its linear beauty. And section 2 looks pristine. My notes from his presentation: "BMET has lots of cash, is more conservative and has better organic growth than SYK." My take-away: I love the company but am only lukewarm on the stock. Is there enough upside? I could be wrong, but I'm looking for more value-oriented, dividend paying stocks. Which means I may be hanging in the wrong thread! <g>

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