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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (12492)5/21/2001 4:56:26 PM
From: Spekulatius  Read Replies (1) | Respond to of 78754
 
Paul, if you like NVS take a look at Roche (RHHBY) as well. I think a merger between Roche and Novartis is quite possible, even if not, Roche is very cheap with a P/E of about 20, despite its slim NT pipeline.
I like BMY as well, but would wait for another pullback into the low 50s.



To: Paul Senior who wrote (12492)5/25/2001 1:51:16 AM
From: Spekulatius  Read Replies (1) | Respond to of 78754
 
I finally got my price and established a position in BMY today. The WSJ article describes the investment case for BMY very well: public.wsj.com


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