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

To: Spekulatius who wrote (29860)	1/30/2008 4:02:41 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78471

JNJ down today. I'll average up on my few shares with a small buy now. Forward p/e - if earnings estimates are anywhere near right- of 13-14x is too low for JNJ. JNJ- a premier company with high profit margins, great history, 2.6% div. yield. It "deserves" better than its current price -g-. One of these times and one of these companies where it seems - to me - a person very well could be better off with JNJ and its dividend than holding treasuries. Of course, stocks of good companies can get cheaper and stay that way.

To: Spekulatius who wrote (29860)	2/13/2008 9:54:24 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78471

WLP SNY - bought a little more WLP this morning at around 73$. Is this the Obama/Hillary gambit? The last time I heard Obama does not want to get rid of private insurance. WLP valuation and recession proof business look very tempting in the current situation, IMO. SNY had excellent earnings. Revenue growth was in the low single digits but cost cut's in SG&A generated a 13% earnings jump. the dividend is going to take a nice jump too. Well done!