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

To: Paul Senior who wrote (18022)11/10/2003 9:52:12 PM
From: Spekulatius  Respond to of 78753
 
APC, JNJ, MEDI -
I agree with your assessment of APC and I look to add more on weakness. Management is moving in the right direction to regain focus and lower the costs.

I added a little to MEDi to day at 25.12$ as i continue to believe that the stock is undervalued even with a potential shortfall with Flumist.

I have not reentered JNJ as I remain cautious. I am looking to add to NVS which I believe is more attractive and does not carry any headline risk.



To: Paul Senior who wrote (18022)11/14/2003 12:13:25 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78753
 
Is anyone looking at LAB? On one hand, the lawsuits, investigations and overall atmosphere is quite negative. On the other hand, the price seems quite low. E.g. if we can expect ~13% ROE in the future (can we?), the expected return would be very high.

I am somewhat interested, though I dislike stocks in this area. From my experience, the future profits are very difficult to estimate.

Jurgis


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