Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Spekulatius who wrote (20193)	12/7/2004 9:21:39 PM
From: Spekulatius	Respond to of 78594

Currently looking into BSX as a value stock. Forward PE according to yahoo <16. The company is just going through a major growth spurt with it's Taxus stents but attention is now turning to new competition from Medtronic in 2006/2007. I see that BSX has grown in spurts in the past and then lagged for long periods lasting many years. BSX is investing lot's of money into emerging medical startups to catch the next big thing. it's quite a risky stock because profits are so dependent on just a few products. On the other hand most medical device companies that I have been looking at (STJ, GDT) were pretty good buys historically when PE's were in the low/mid teens. It looks to me that BSX could be worth a small bet at current valuations. All comments welcome.

To: Spekulatius who wrote (20193)	1/25/2005 11:15:06 PM
From: Spekulatius	Respond to of 78594

MLNM - once more again i entered a position in MLNM. the steeet didn't like forward guidance on Velcade sales. I am somewhat disappointed in Velcade also as I expected more activity with solid tumors. So it seems that Velcade's market is limited to leukemia. On the other hand, MLNM's valuation is not demanding and they still ought to be able to reach profitability with the two drugs they have on the market. Today's R&D alliance with UCB tells that there is potential in MLNM's R&D pipeline as well. I am probably trading this one once more for a bounce.