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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (33190)	4/3/2009 11:49:43 PM
From: Spekulatius	Read Replies (1) of 78614

Re-Entry into COV @32$, MCLK @33.5$. COV is a fairly inexpensive medical stock. PE around is 10-10.5. Balance sheet looks good (A- rating). management did a good job after the Spinoff from Tyco, IMO. They grew the business, increased gross margins and boosted the skimpy R&D spending. Their products are mostly considered non-Capex or consumables so my guess is that they should be fairly recession resistant unless hospitals start to re-use needles and such <ng>. There is a very transparent and straightforward looking compensation structure for management. The chart looks like I may be able to average down though. library.corporate-ir.net I also bought MCK, the pharma distributor. This is a re-entry after a roundtrip least year. I consider this a recession resistant business. there is some concern about customer bankruptcies (RAD) though. I think they can manage that and in any case the business is not going away. LT, everything else being equal, the growth of the distributors like MCK or CAH should match the overall health care product growth.

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