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

To: Madharry who wrote (19860)	10/15/2004 12:55:36 AM
From: Spekulatius	Respond to of 78618

madharry, i agree with you on Merck, it's not a classical value at this point, considering the liabilities around Vioxx. Even before the Vioxx disaster, MRK did not look good, due to it's weak pipeline and Zocor patent expiration. through my prokerage accounnts I have access to S&P,Morningstar, JP Morgan and some Goldman%Sachs research. While I found S&P and Morningstar research helpful from a strategic kind of view (moats, FCF growth , Fair value) I found that their research is somewhat stale and did not take recent developments into account, even if the analyst updated the reports. I think their analyst a simpky covering too many companies to keep abreast of the pulse for all of them. This is in particular true for tech companies where markets change fast. G&S and JP Morgan reseach sometime offers timely updates and interesting tidbits (script counts for pharma, market updates on semis) that are helpful on the tactical side.