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

To: Demetre Deliyanakis who wrote (16525)	3/3/2003 5:07:54 AM
From: Demetre Deliyanakis	Read Replies (3) \| Respond to of 78482

I think there are also some good values in retail. I am doing research on Gap, Abercrombie and Fitch, Target looks pretty good compared to Walmart. I think retail will recover once the war in Iraq is over. I am also looking at stocks that will benefit from lower oil prices, such as Airlines. In Canada , the two main airlines are Air Canada and Westjet. Air Canada is the main carrier with 70% market share. Westjet is the second biggest airline It operates like Southwest. Airline industry will recover once war is over, and capacity reduced from the bankruptcies. regards Demetre

To: Demetre Deliyanakis who wrote (16525)	3/3/2003 10:07:43 PM
From: Bill Cotter	Read Replies (1) \| Respond to of 78482

Hi Demetre; Isn't MRK a much better value amongst the big pharma? Cap/Sales Sales/share EPS P/E Shs OS MRK 2.34 23.54 3.40 16.8 2.2 bil PFE 5.43 5.23 1.80 19.5 6.2 bil LLY 5.82 10.09 2.54 23.0 1.1 bil WYE 3.23 11.23 2.44 10.7 1.3 bil GSK 3.39 10.60 1.98 17.7 3.0 bil I realize that what's in the pipeline can be a big factor with respect to stock price. Bill