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: Spekulatius who wrote (29979)	2/5/2008 11:30:46 AM
From: Jurgis Bekepuris	Respond to of 78676

I own [t]CHKP[/t] but I don't believe it to be undervalued. I have it for long time as a theme investment into computer security market. I realized though that even with all the yapping about the importance of computer security, people just use the lowest common denominator as they do in their houses... :( Plus you get a lot of non-monetary competition from captive security solutions, such as measures directly integrated into the OSes, routers, databases, networking software and so on. In essence, it's an OK market, but it's not a great market I thought it was. [t]SNY[/t] - Buffett owns it too. I did not see much appeal, but you are right that vaccine division is attractive.

To: Spekulatius who wrote (29979)	2/5/2008 12:54:13 PM
From: E_K_S	Respond to of 78676

In for a starter position of SNY. Seems like a good defensive play. I like their global exposure. They even have exposure in China. Beijing, November 26, 2007 Sanofi-aventis to build a vaccine facility in Shenzhen for prevention of influenza and pandemic readiness in China. 198.73.159.214 EKS

To: Spekulatius who wrote (29979)	2/5/2008 3:26:37 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78676

Looks like I spoke too soon about getting fills. -g- In today for a little - just a little - PFE, SNY, AZN.