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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (53710)4/9/2014 1:37:27 AM
From: Paul Senior  Read Replies (1) of 78595
 
I like some of the biotechs. Amgen, for one. Fits what I sometimes like: low p/e and high roe. (forward 13x and has >20% roe). 1.45 d/e seems high. Otoh, the $118 stock has $25 in cash (per Yahoo). Dividend while waiting. With all these companies, pipeline is important and difficult to evaluate. Even professional analysts in the sector get it wrong enough times to the point where I have trouble believing any of their judgments. Unless I can confirm otherwise, I'll just assume AMGN is large enough with resources and talent enough to keep their pipeline flowing.
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