SI
SI
discoversearch

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 (20775)3/2/2005 9:52:42 PM
From: Spekulatius  Read Replies (3) | Respond to of 78595
 
Added to my BSX position and started BUD. Despite my concerns that the impact of stock buybacks will taper off, i think the valuation is reasonable and over the longer term BUD's ventures in foreign markets with higher growth should pay off. Still don't like their beers though.

BSX forward multiples are pretty low for a medical device company:

finance.yahoo.com



To: Spekulatius who wrote (20775)3/21/2005 9:58:38 AM
From: Spekulatius  Read Replies (1) | Respond to of 78595
 
Microcap play - TASA.OB
Bought a position in microcap TASA. I found this stock using a screen. Obscure company offering tests for schools. PE around 11 based on 2004 earnings and a very strong balance sheet. Based on the last quarterly (seasonally weak) report earnings this year should increase nicely. The stock has had quite a run over the last few years but based on fundamentals TASA.OB is still very cheap.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News