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


To: Spekulatius who wrote (28966)11/14/2007 9:51:14 AM
From: Jurgis Bekepuris  Respond to of 78752
 
"I like the health care sector stocks since they are not dependent on the economy."

That's what you and every other talking head is claiming. ;) In fact they are so independent of the economy, that almost none of them have moved up in the last 5 years. ;)

Don't take this too seriously... maybe CAH and COV are different. :)



To: Spekulatius who wrote (28966)11/14/2007 1:55:26 PM
From: anializer  Read Replies (1) | Respond to of 78752
 
When considering the safety of JPM, you might find this of interest. Not that I have a clue, but the amount of derivatives they hold is mind boggling.

Message 24046130



To: Spekulatius who wrote (28966)11/14/2007 2:23:42 PM
From: Carey Thompson  Read Replies (1) | Respond to of 78752
 
Spec,

I received shs of Covidien, COV, as part of the Tyco Intl split up this summer. The shs are in street name and reside with my broker.

For the life of me I do not know how to value this company. Partly, because my broker, E*Trade, never sent me any information on COV or Tyco Electronics in preparation of the split up; and partly because COV has not sent me any 2q2007 or 3q2007 statements. Without info on COV, I do not know whether to buy more of it or sell it.

It appears you have done enough research to classify COV as a buy candidate. Will you do me a favor, and share your ideas on COV with the thread? I am not in a hurry, so you can take your time.

yours truly,

Carey Thompson