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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (19455)	7/30/2004 12:48:10 AM
From: Spekulatius	Read Replies (1) of 78523

Stocks you might like: ABC - pharma distribution, recent weakness due to Cardinal fallout. PE around 12 with a shot of growing earnings in the low double digits. ABC has lower operating cost than MCK and I believe maybe CAH as well. Viab: media powerhouse with strong FCF (Yield around 5%). Management overhaul has brought stock under pressure, but recent results show excellent execution nevertheless. Trading at the lower end of P/CF valuation ratio. WPI: generic and branded pharmaceutical company. Trading for 2x sales. PE around 14. Solid balance sheet. They had their ups and down before but always came back PRE: Reinsurance company. Historically has averaged 15% ROI over 10 years. Trading at 1.2x book value. Good recent earnings. TSM: The biggest and most profitable Semi foundry. Excellent balance sheet and high profitability. Clean accounting and low stock option expenses. The business is cyclical but growing. Excellent earnings report. Trading at around 12x earnings. All these stocks are trading near their 521 week lows.

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