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Strategies & Market Trends : Value Investing

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To: Suma who wrote (20853)	3/11/2005 4:56:28 PM
From: Brendan W	Read Replies (2) of 78462

Re: CVS, TGT, CSCO Suma, why buy CVS now with a forward PE of 17, when all the drugstores have rallied so strongly over the last two years. It may be an okay price, but why now? With regard to Target, why not Walmart? It's cheaper with a much more imposing moat. You have really good company investing with you. And it's approaching a two year low instead of a two year high on its stock price. I started a small position at $52. I also made a lot of money on Cisco. I sold in 1995 with a severe case of vertigo about five years early. I looked at it in the recent Barron's article and feel it should be valued as a growth cyclical so a high teens PE is fair. The strong competitive position is largely offset by outsized technology risk. The strong balance sheet is offset by the options. I told my mother I was starting to look at it and she went out and bought it. It should be alright because value investors are looking at it. JMO stocks mentioned: finance.yahoo.com

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