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: Jurgis Bekepuris who wrote (38590)	7/23/2010 6:32:46 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78748

re DGX - I suggest you call Taleb yourself :-). For me, it looks like a decent bet also the recent slowdown in their business is a bit puzzling. I think that the same factors are also impacting BEC and COV - two medical stocks I happen to follow that are basically in the consumables sector and should hence be fairly resilient. MHS in a somewhat unrelated pharma benefit sector is also weak. I really don't know what is going on but I suspect that BDX will be affected too and may show flat revenue next quarter which no doubt would pressure the stock. I think DGX, MHS, COV, BEC all look attractive at this conjuncture but I am a little afraid that the sellers know some stuff I don't. At least the fallen angel BAX that I happen to own is strong here.