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

To: Spekulatius who wrote (33173)	1/1/2009 12:47:26 PM
From: Spekulatius	Read Replies (5) \| Respond to of 78615

ESRX - my limit order hit later yesterday at 54.7$. this is not a traditional value stock but a GARP pick. 17.5 trailing PE and 15.2 forward PE based on estimated Y2009 numbers. I like it because a) Growth is seemingly not dependent on economy b) macro (cost savings , generics penetration, Obamacare (?)) may favor benefit providers c) personal experience (companies providing healthcare pushing use of benefit providers) Any opinions on that one. I think it's a better pick than Google at his conjuncture because for GOOG I see several headwinds (online spending, market share maxed out & pot. for disruptive competition (MSFT's Live/cashback).