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

To: Jurgis Bekepuris who wrote (29587)	1/6/2008 6:58:29 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78464

JNJ - Jurgis you may well be correct. JNJ is a high quality company and may indeed to resistant to decline. i just believe it's fully valued right now and don't see much growth for at least 2-3 years, so i think there are better large cap values out there, one of them being GE which seems on track to grow at least 10%. Barrons also has an article arguing that the industrials may be vulnerable going into a recession or slowdown as they only declined a few % so far. Those safe stock market havens may be in jeopardy as well. A few ideas I have been tossing around,beyond GE: CAH - pharma distribution (I own some already). Japanese large caps (CAJ SSUMY etc, discussed here) EWT, Taiwan ETF (low PE of around 12-13, China growth), TSM is a taiwanese holding in the Semi sector that i own already as well and is worth buying, IMO TYC: industrial and somewhat cyclical, Security business probably recession resistant. Anyways right now my funds went into the Large cap value fund VTV but as was pointed out some of the components in there would not be considered "Value stocks" on this board.