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: Jurgis Bekepuris who wrote (30003)	2/7/2008 12:14:36 PM
From: Jurgis Bekepuris	Read Replies (2) of 78672

I looked at GSK results. P/E wise it is cheap, but I really don't see happy future for the pharma side. I think the interesting parts of GSK are vaccines and consumer healthcare segments. Unfortunately, that's about 25% of GSK and that's not enough to carry the rest of the company. The ROE part is tough for me to do due to UK accounting conventions. I'll have to wait for US conversion at Yahoo which will take a long time to appear. So I am still going to hold AZN and GSK for now, but I plan to get rid of them if they show any strength in the future.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next