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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (6571)4/5/1999 11:30:00 AM
From: Freedom Fighter  Read Replies (1) of 78666
 
Bergen Brunswig

I've been looking at the medical supplies industry. Perhaps it can be viewed as an alternate entry point into the growing health care business instead of the drug companies. The demographics etc... should favor them also. Most of the high quality drug companies are too expensive.

BBC is a distributor. It's trading at about 16x the 99 earnings estimate with growth projections in the 20% range for the next couple of years. I'm early in my research but interested enough to bring it up for discussion if anyone has any insights.

Wayne
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