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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (29860)2/13/2008 9:54:24 AM
From: Spekulatius  Read Replies (2) of 74448
 
WLP SNY - bought a little more WLP this morning at around 73$. Is this the Obama/Hillary gambit? The last time I heard Obama does not want to get rid of private insurance.

WLP valuation and recession proof business look very tempting in the current situation, IMO.

SNY had excellent earnings. Revenue growth was in the low single digits but cost cut's in SG&A generated a 13% earnings jump. the dividend is going to take a nice jump too. Well done!
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