Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (19549)	10/20/2004 3:56:51 PM
From: Paul Senior	Read Replies (1) of 78599

Speckulatius. As far as I'm concerned, you made a good call on LLY here. Stopped me from buying anyway, and so far, that's to my benefit because LLY shares have dropped. I've trimmed back some ABC, but I added a bit to a few shares of CAH today. The drug distributors are getting killed based on a number of issues. Cardinal gets 53% of its operating profit from ancillary businesses though (according to an analyst quoted in an article last year in Barron's), and that is a positive, imo. I follow CAH a little more closely than MCK or ABC, and I'm a little more comfortable with it based on my reading about Mr. Walter, CEO and founder. However, all these stocks now seem much more risky and shaky. If more untoward announcements come forth, I will cut back holdings (I have shares in all three) if not give up completely.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next