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

To: Paul Senior who wrote (44922)10/11/2011 8:51:51 PM
From: J Mako  Respond to of 78652
 
re: "Consistent high roe in past ten years"? I don't see that about CVD.

The roe turns pear shaped only in recent years. If you go back 10 years, it's been consistently high. If the recent bad roe is because of temporary trouble, it will be a good buy when it reverts to mean.

But you have a good point about consolidation. Need to do more digging...



To: Paul Senior who wrote (44922)10/12/2011 12:41:01 AM
From: Spekulatius1 Recommendation  Read Replies (1) | Respond to of 78652
 
>>Contract research organizations (CRO): "until the lousy economy and big changes to the drug industry led to a slowdown in research-and-development spending that crushed profits and share prices throughout the drug-research industry."<<

CRO has been a lousy business before the economy turned lousy. Come to think, it has been a lousy business, since I looked at companies in this sector around 2003....


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