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

To: Paul Senior who wrote (20819)	3/9/2005 9:34:22 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78595

Paul, i missed adding back to BSX on the dip below 29$. I saw nothing in JNJ's data that let me believe that BSX cannot compete. I instead bought some Via.b, so i am back to a full position again. With 10x EBITDA and 5%+ FCF yield Via trades a discount to other media enterprises. I am also looking into FII, it seems to be a nice business (fund management) with a little hiccup currently. I have done so far well with AVZ. Looks like value hounds again will get some chances to buy stocks on dips near term.