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

To: Spekulatius who wrote (20825)3/10/2005 12:12:11 AM
From: Paul Senior  Read Replies (3) | Respond to of 78596
 
Spekulatius, about those stocks:

FII: liked by Morningstar (fwiw):

news.morningstar.com

I'll add more if stock drops a couple of points (assuming the whole market doesn't crash).

I expect BSX will be able to compete against JNJ with their (BSX's) new Liberte coated stent being rolled out this year (I hope). Both companies are innovative, and of course JNJ has a marvelous 100+ year history. I was not able to add BSX under $29 today, but I did add. I'm still holding JNJ from when you mentioned it here 8/'03.

I exited my exploratory position in AVZ. Drops back to 11+, I'll consider reentering. I still have my few shares of JNS.

Still have my small position in Viab.

finance.yahoo.com



To: Spekulatius who wrote (20825)4/20/2005 1:22:17 AM
From: Spekulatius  Respond to of 78596
 
BSX almost hit the 29$ mark a 2nd time. Results looked OK to me but i guess that forward guidance must have been worse than expected. i still think that with a PE of 14-15, BSX is a bargain within the medical stock group.


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