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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (33242)1/8/2009 11:32:10 AM
From: Spekulatius  Read Replies (1) of 78625
 
I think the high yield crap from quantumonline is mostly fairly valued here, relative to ordinary bonds.
Regarding MDT I think it could be a double from here if they gain back some of their mojo. They need to develop new products themselves rather than buying companies and wringing out efficiencies for example. In any case, hospitals can delay equipment purchases but i do not think that they delay putting in a pacemaker in a patient who needs it, so if anything holds up it's going to be this business.
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