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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (19405)7/12/2004 1:42:45 AM
From: Spekulatius  Read Replies (1) of 78523
 
Paul, a lot of analyst have turned sour on WPI but that does not deter me from starting a position. I'll probably add more on weakness. The stock is by far the cheapest with respect to PE and P/S ratio and the pipeline appears Ok to me.

The problem with Cardinal seem to be company specific at this point. So I think the current weakness caused by Cardinal's earnings warning is a good opportunity to add to ABC, which I prefer to MCK.

I have also started a position in HUM a few days ago, to take advantage of what I consider an attractive valuation.
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