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: Paul Senior who wrote (16603)	3/13/2003 10:06:55 PM
From: Spekulatius	Read Replies (1) of 78625

BAX, lucky me but i didn't have a position right now. I have rigorously scaled back on stocks that have "issues" with respect to balance sheet and earnings quality. BAX was one of the stocks that didn't make the cut. Based on the current earning assumptions the stock is cheap but i am not inclined to buy yet, rather wait for management to clean things up. I think NVS has the most conservative and cleanest balance sheet in the healthcare industry.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next