Comments on: Portfolio Reshaping Mid-Year 2007, Part 3 http://alephblog.com/2007/07/05/portfolio-reshaping-mid-year-2007-part-3/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Sun, 12 Feb 2012 22:02:53 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: PaulinKansasCityhttp://alephblog.com/2007/07/05/portfolio-reshaping-mid-year-2007-part-3/comment-page-1/#comment-1602 PaulinKansasCity Fri, 06 Jul 2007 15:50:18 +0000 http://alephblog.com/?p=164#comment-1602 Thanks for this David; as always your insights are helpful. Thanks for this David; as always your insights are helpful.

]]> By: amccabehttp://alephblog.com/2007/07/05/portfolio-reshaping-mid-year-2007-part-3/comment-page-1/#comment-1601 amccabe Fri, 06 Jul 2007 15:31:19 +0000 http://alephblog.com/?p=164#comment-1601 Speaking of the TYC split, did you look at the spinoffs TEL and COV? I've been looking to add some healthcare to diversify, also, so I bought some Covidien this week. It wasn't easy tracking down fundamentals, but compared against JNJ it looks like it trades at a discount on P/S and P/B (probably justified to some extent), and has room for margin improvement. Speaking of the TYC split, did you look at the spinoffs TEL and COV? I’ve been looking to add some healthcare to diversify, also, so I bought some Covidien this week. It wasn’t easy tracking down fundamentals, but compared against JNJ it looks like it trades at a discount on P/S and P/B (probably justified to some extent), and has room for margin improvement.

]]> By: Scott McCartneyhttp://alephblog.com/2007/07/05/portfolio-reshaping-mid-year-2007-part-3/comment-page-1/#comment-1591 Scott McCartney Fri, 06 Jul 2007 10:35:56 +0000 http://alephblog.com/?p=164#comment-1591 David, Good luck with MYL. We owned at work just prior to the disastrous King deal, with ultimately scuttled, and we eventually sold at a 15% loss. We learned a few things that we should have caught prior to purchase: governance/CEO issues (listen to how Coury handles himself on calls), the business is a lousy one (the make all their money in a short time window when a drug first comes off patent), and "authorized" generics are a real challenge. As you can probably tell, I can't stand the stock as it cost my clients money :-) David,

Good luck with MYL. We owned at work just prior to the disastrous King deal, with ultimately scuttled, and we eventually sold at a 15% loss. We learned a few things that we should have caught prior to purchase: governance/CEO issues (listen to how Coury handles himself on calls), the business is a lousy one (the make all their money in a short time window when a drug first comes off patent), and “authorized” generics are a real challenge. As you can probably tell, I can’t stand the stock as it cost my clients money :-)

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