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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (19452)7/19/2004 11:00:19 PM
From: Spekulatius  Read Replies (1) of 79025
 
BLI does not strike me as a good value at this point. Earnings overall seem to be trailing Y2003, so it all depends on the X-mas business. The PE does not look enticing to me for a turnaround stock, but this is just my opinion after a casual glimpse and you know the stock much better than I do.

I think the drug distributors ABC and maybe even CAH could be a good value - the base business (drugs) is growing at double digit rates and the PE are around 12-13. The margin pressure should be compensated with cost savings, or so I hope. Anyways, i upped my entry position in ABC to a full position a few days ago.
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