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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (18534)1/27/2004 12:09:30 AM
From: Spekulatius  Read Replies (1) of 78974
 
Bought a starting position in ABC at 56$.
I liked ABC CC much more than MCK. Similar valuation but ABC looks better than MCK. As I mentioned before the biggest concern is that MCK is initiating a price war causing margin erosion for all players. But concerns may be overblown. We basically look at a business that is going to have an expanding topline of about 13% for the next few years and if earnings move in lockstep, the stocks are undervalued.

I also think that the increased threat of counterfeited drugs as well the increased complexity to distribute biological agents offers opportunity for higher margin business.
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