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

To: bruwin who wrote (63621)	4/4/2020 8:50:32 AM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78817

JMO, with the disclaimer SYK is my biggest holding. SYK is getting hit with the overall downturn in the market, and the fact that a lot of its business involves elective surgeries, which have been severely diminished. IMHO once cover-19 abates, these elective surgeries will come back in a big way. SYK is a quality company worth a look at these prices.

To: bruwin who wrote (63621)	4/4/2020 1:48:58 PM
From: Keith J	3 Recommendations Recommended By John Koligman Jurgis Bekepuris sjemmeri Read Replies (2) \| Respond to of 78817

I think you are way too optimistic about USA booming post-COVID (whenever that is), regardless of election outcome. And the entire global economy will be affected similarly. I don't see hardly any trend line shift in U.S. GDP growth (start the series in 2008), even with the significant tax cut package enacted in late 2017. fred.stlouisfed.org Obviously the tax package helped the stock market (in part due to share repurchases), but almost all those gains are now wiped away (and the Russell 2000 is about 20% lower than where it was in November 2016). There's going to need to be massive amounts of stimulus and Fed action to even get the overall economy back onto level footing. And the longer the COVID situation lingers, the tougher that job becomes (and more time that will be needed). KJ