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

To: Spekulatius who wrote (33174)	1/1/2009 5:03:04 PM
From: snookcity	Respond to of 78618

I got fills at 21.68 and 21.87 not sure if anyone is interested, heres an article seekingalpha.com cheap gas gotta help also.

To: Spekulatius who wrote (33174)	1/1/2009 5:35:36 PM
From: Madharry	Read Replies (1) \| Respond to of 78618

fwiw I had a discussion with a friend about what he was looking into buying for 2009 and one of his ideas was to anticipate what the large mutual funds would be buying when they were convinced it was time to commit more funds to the market. He came up with Microsoft and I told him that I thought Google would be a much more likely stock for funds to buy once they started anticipated and upcycle in the economy. Seems to me Google has a pretty strong moat and should benefit more than most from a stronger economy.Of course I dont own it.

To: Spekulatius who wrote (33174)	1/2/2009 4:59:02 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78618

ESRX: I can't warm to this one. I don't see the attraction, and I don't have an objective way to evaluate the thing other than as a value stock. (Which it does not seem to me to be) Okay, it's a gaarp stock -- it still to me seems expensive based on how many other good stocks are available at p/e under 15. And from what I can understand, it's not like ESRX has great market share or proprietary products or even a dividend. S&P likes it though. Predicting higher earnings for '09, ESRX one of their top picks (5 stars). So who knows. For me, in the health care arena, I'd rather be adding to my COV position. (Which I am trying to do if price will fall a little.) If I can be alert enough, and if ESRX moves up a couple of more points, I might consider a paired trade -- shorting ESRX and buying more of the healthcare/pbm companies that look better priced to me on their valuations.

To: Spekulatius who wrote (33174)	1/5/2009 9:58:23 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78618

ESRX - gurufocus.com High debt/equity. Low net margins. Looking here finance.yahoo.com - negative tangible assets, high d/e. I will skip.