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

To: Paul Senior who wrote (41170)	1/25/2011 1:46:49 PM
From: Jurgis Bekepuris	Respond to of 78596

I continue to hold JNJ but stopped adding some time ago. I am sure that it will work out better than probably half of S&P companies, but that does not say much. :) My holding FRFHF also has a position in JNJ.

To: Paul Senior who wrote (41170)	1/25/2011 3:57:14 PM
From: nikkei86	Read Replies (2) \| Respond to of 78596

Paul, what would be the idea behind a JNJ play? Wouldn't an index be more appropriate? I mean, what is the upside in a company with a market cap of $160 billion? With those plays, it seems the upside is capped, the overall situation is marginal, and you have to deal with all of the Wall Street BS of earnings estimates and what not. Furthermore, with so many watching a stock like JNJ, isn't it pretty much priced correctly? Then again, I guess it does depend on the strategy. But shouldn't value be a tad more aggressive than JNJ?