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

To: Paul Senior who wrote (30324)	3/14/2008 9:49:45 AM
From: Spekulatius	Respond to of 78475

CAH, I added today at 51.5$.M when it seems clear there is no bad news pending, at least not right away :-). too scared to add yesterday when the stock was in free fall and could not catch a bid after the WLP debacle. The pharmaceutical distribution business has underperformed for a while, so I take it that the departure of the executive leading this unit may not indicate a catastrophe. Maybe with the new guy now heading this, things will get fixed eventually. The stock looks very cheap historically, the low 50's is close to the disaster level in late 2004. The company now is in a better shape, I think.