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

To: Paul Senior who wrote (34292)4/24/2009 9:37:48 PM
From: Spekulatius  Read Replies (1) | Respond to of 78751
 
re BAX and BDX -
BDX looks cheaper to me than BAX. I tend to look at EV/EBITDA ratio first to adjust for leverage. BDX balance sheet is better than BAX so leverage adjusted it's cheaper, IMO. Also BDX is the best name in analytical equipment imo. I do think that reduced hospital capex will have some limited impact, for example TMO did get hit and had to reduce guidance. If BDX goes a little lower, I'd be a buyer.


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