Wallace Rivers, re: DRD, I'm one who does believe DRD is worth more than its current quotation. If some of the economic issues facing NY and NYC are resolved or muted (i.e. if the economy should recover), DRD stock price will rebound from current price. Imo of course, and I've been wrong many, many times.
Of the two, CVC vs. DRD, CVC was the one to buy, it seems (sorry I didn't):
finance.yahoo.com
At this point (CVC up, DRD down), I have added a little to my DRD position today. I am considering whether I want to up the position even further. I like DRD's strong niche market, their presumed (well, I'm presuming it) ability to hold out until better times, and their historic good margins in non-pharmacy products.
Paul Senior |
