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

To: James Clarke who wrote (6617)	4/7/1999 4:37:00 PM
From: Freedom Fighter	Read Replies (1) \| Respond to of 78523

James, >>Ask Wayne Crimi - he got his head handed to him the first time he posted a link to his website here - but a few good, well reasoned stock picks have made him one of the "club". << And I still have the bruises to prove it. By the way, has anyone looked at BBC. I realize that 15x-16x consensus 99 earnings and the recent chargeoffs in 98 are not exactly a screaming endorsement, but healthcare has some favorable demographics going for it and distributors might be a less risky and cheaper way to enter it than drugs. My problem is that I know less than zero about healthcare products, drugs, etc... The company has been growing profits by both acquisition and internal growth. If they can make the 20% (or even 15%) growth over the next few years that is forecast, it looks quite appealing to me. This is a high quality company that has been around for a long time. Narrow margins, but that is sort of typical for this Co. Cardinal looks like the better Co. in the industry, but it's much more expensive by way of comparison. I spoke to the Company on Thursday and they were still comfortable with current EPS estimates. To me it may have good near term and long term prospect and the PE makes sense. I just have no clue about health care so its tough to form a firm opinion on the estimates. Wayne