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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (41170)1/25/2011 3:57:14 PM
From: nikkei86  Read Replies (2) of 78596
 
Paul, what would be the idea behind a JNJ play? Wouldn't an index be more appropriate? I mean, what is the upside in a company with a market cap of $160 billion?

With those plays, it seems the upside is capped, the overall situation is marginal, and you have to deal with all of the Wall Street BS of earnings estimates and what not. Furthermore, with so many watching a stock like JNJ, isn't it pretty much priced correctly?

Then again, I guess it does depend on the strategy. But shouldn't value be a tad more aggressive than JNJ?
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