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: Suma who wrote (20853)	3/11/2005 2:27:22 PM
From: - with a K	Read Replies (2) \| Respond to of 78464

Suma, well, err, ah, I bought RAD this morning, does that count? ;>) On just about every measure CVS looks better, but RAD appeals to me as a long-suffering turn-around-yet-to-happen play. Maybe it's the gambler in me, but I do like the higher risk/reward RAD offers than CVS. FWIW, and since you asked. As Paul likes to say, I too have been wrong many times.

To: Suma who wrote (20853)	3/11/2005 4:56:28 PM
From: Brendan W	Read Replies (2) \| Respond to of 78464

Re: CVS, TGT, CSCO Suma, why buy CVS now with a forward PE of 17, when all the drugstores have rallied so strongly over the last two years. It may be an okay price, but why now? With regard to Target, why not Walmart? It's cheaper with a much more imposing moat. You have really good company investing with you. And it's approaching a two year low instead of a two year high on its stock price. I started a small position at $52. I also made a lot of money on Cisco. I sold in 1995 with a severe case of vertigo about five years early. I looked at it in the recent Barron's article and feel it should be valued as a growth cyclical so a high teens PE is fair. The strong competitive position is largely offset by outsized technology risk. The strong balance sheet is offset by the options. I told my mother I was starting to look at it and she went out and bought it. It should be alright because value investors are looking at it. JMO stocks mentioned: finance.yahoo.com