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 (32554)	10/21/2008 10:03:22 AM
From: E_K_S	Read Replies (1) \| Respond to of 78768

Hi Spekulatius - I own Walgreen Co. (WAG) but at much higher prices. This one could be a good one to add to. The PE is less then 10 and they only have about $1.45/share in debt. They always seem to have plenty of customers in their stores. I like that they terminated their bid for Longs Drugs so that they can focus on growing their current store base. There would have been a lot of overlap in store locations. I have been selling shares in CMCSA since the new "over the air" HDTV transition starts next year. The new converter boxes are inexpensive and the picture & sound quality is just as good as cable. Cable is a discretionary expense and will be the first to go if it is a question of paying the mortgage or buying food. It looks like the best defensive play at this point are in several of the drug companies. These are the one I own but have only added to MRK recently. finance.yahoo.com EKS PS Could be wrong on SVU as it hit a new five year low this AM. The only positive is that it has done it on low volume (so far). Maybe everybody that has wanted to sell has sold. Only time will tell. The stock now yields 4.4%.