SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (38278)6/12/2010 1:45:33 PM
From: Spekulatius  Read Replies (1) of 78748
 
re BDX - nice writeup. Last year in the dark days, I was looking into business that would survive an economic collapse. I cam up with medical consumables because I thought that those would not be affected much even if a rigirous overhaul in the healthcare were attemtped in the US. I cam up with COV but also owned some BDX which I sold later.

SO I came to BDX from another but just as valid angle. From my limited experience, BDX products always had a stellar quality reputation. Valuation is OK but not great. There is probably some near term pressure on profits from the higher US$. I tempted but have not starte a position yet, due to cash availability and a valuation that is somewhat less compelling than some other opportunities. but generally speaking, I really like BDX here.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News