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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (32455)	12/13/2008 12:03:05 AM
From: Spekulatius	Read Replies (1) of 78750

PEP, MCK, CAH, TMO COV - bought a few shares in PEP today. It's the first time I own this stock, it always seemed too expensive. it's still not cheap at 13x forward earnings, relative to the market - however when comparing I have to consider that forward earnings for most companies are very uncertain and much less so PEP. I sold UL a few days ago at 23$ - the stock seemed to max. out at this price. I plan to replace UL with PEP and maybe NSRGY if the market cooperates. PG still seems a tad too expensive to me, also it's also very safe. The pharma/hospital distributors seemed to gain some strength ever since ABC confirmed earnings. I would think that this business is resilient. I am overweight this sector and holding. I noticed some recent weakness in medical instrumentation - TMO COV and others are fairly weak. I think it was WAT earnings warning that brought the sector down. I like the business and keep the companies on my watchlist for a possible entry. biz.yahoo.com

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