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Non-Tech : Tyco International Limited (TYC)
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To: rich evans who wrote (3703)1/13/2006 1:18:18 PM
From: deeno  Read Replies (1) of 3770
 
It seems the main discrepancy between you and the other is the forward PE your giving the healthcare portion. Most are comparing to other similar size organization and using about a 15 rather then a 20 PE. You might also be slightly higher in the expected earnings as per this blurb from merrill today,

"Of particular note is weakness in the key Healthcare business which is a
substantial source of Tyco’s (sum-of-the-parts) intrinsic value and which
experienced flat organic growth in the quarter. The company cited a series of
issues for the shortfall including product recalls, compliance with regulatory issues
and production/supply disruptions. We will review our estimates following this
morning’s company conference call."

Dead money though does not mean you cant get a good return. 27.5 to 33 is still a 20% return. Not bad a all for a year. It will happen stealthily though. really boring, but probably profitable.
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