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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (6627)4/8/1999 8:59:00 AM
From: Freedom Fighter  Read Replies (1) of 78548
 
James,

>>Wayne, health care is one of the industries I just try to avoid because I know zippo
about the products. But from an industry structure standpoint, every medical device
company I ever looked at looked like an accident waiting to happen. And many of
those accidents did happen a year or so later.<<

That's my feeling also. The difference here is that BBC is the distributor and not the manufacturer. So I'm not sure there's as much risk. If one product falls by the wayside, they just distribute the new item. Same with the drugs they distribute. I will continue to investigate though.

Wayne
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