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

To: Dan Meleney who wrote (39018)8/31/2010 4:54:09 PM
From: Spekulatius  Respond to of 78744
 
re SNY -
>>I suppose I'd value the GENZ piece at their existing ROE but with SNY's P/E. And minus a bit more for historical underperformance of such acquisitions.<<

Well if SNY finances the deal with debt, the market cap would go down with your assumptions but EV would go up. I think you have to apply calculation to the EV not the market cap.

In addition, what discount do you apply for a management that makes seemingly stupid decisions? 20%?


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