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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (16616)3/14/2003 12:30:52 PM
From: Paul Senior  Read Replies (2) of 78625
 
Bob Rudd: re. BAX. I am still overlooking all the negatives with BAX - and there are many... some maybe intractable. Assuming management is correct about their '03 earnings forecasts, (and that's iffy too-- there just may be credibility issues with management), the forward p/e is under 10. That is too low a valuation for this company in this market. (OTOH, p/e's are coming down everywhere, and they could drop further still.)

I'm buying a little more BAX today as it goes to new lows.

Also, fwiw, I'm starting to build back my position in CAG today. Their history of increasing dividends and the current almost 5% dividend are significant draws for me.

finance.yahoo.com
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