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To: Rarebird who wrote (115220)11/11/2021 10:09:41 PM
From: rogermci®
   of 116405
 
BXC is the one to own:

The Philosophical Porch Message Board - Msg: 33551335 (siliconinvestor.com)

$100 is my target.

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To: rogermci® who wrote (115226)11/12/2021 6:50:03 AM
From: Rarebird
   of 116405
 
Very nice parabolic move! I discovered BCX by mistakenly switching the X and C when you first suggested BXC.

Are you still holding HVT?

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To: Rarebird who wrote (115220)11/12/2021 7:41:49 AM
From: Investor2
   of 116405
 
Check out PEO in that category.

Best wishes,

I2

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To: Rarebird who wrote (115227)11/12/2021 7:52:58 AM
From: Clam digger
   of 116405
 
What sort of premium is that trading with now?

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From: Rarebird11/12/2021 8:01:12 AM
1 Recommendation   of 116405
 
BCX is currently trading at a 5% discount.

cefconnect.com

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To: Clam digger who wrote (115229)11/12/2021 8:05:28 AM
From: Rarebird
   of 116405
 
Message 33570634

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To: Investor2 who wrote (115228)11/12/2021 11:30:21 AM
From: Rarebird
1 Recommendation   of 116405
 
I took a look at PEO and it has outperformed BCX by about 7-8 basis points this year, including dividends. The reason for it is the higher weighting in energy shares, the best sector performer this year. I thought BCX was high with a 40% weighting in energy shares, but PEO is considerably higher.

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To: Rarebird who wrote (115232)11/12/2021 2:45:00 PM
From: Sun Tzu
   of 116405
 
FYI - both midstream and upstream oil are breaking down and look more like shorts than longs. What that says for the rest of the market, needs to be hashed out.

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To: Sun Tzu who wrote (115233)11/12/2021 4:13:54 PM
From: Rarebird
1 Recommendation   of 116405
 
Energy carries very little weight in SPX. It has been a rotational market and individual stock pickers extravaganza.

I take each chart as a universe in its own right.

I think we have another 5-7 sessions of what we saw this past week and then a nice year end rally to cap off the year, provided the government is funded.

Message 33561464

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To: Rarebird who wrote (115232)11/12/2021 6:33:33 PM
From: Investor2
   of 116405
 
Shares of Johnson & Johnson ( NYSE:JNJ) rose 1.2% on Friday after the healthcare colossus announced its intention to split itself into two independent companies.

So what J&J plans to separate its consumer health operations from its medical device and pharmaceutical divisions. The transaction is expected to be completed within the next two years, pending board and regulatory approval.

The plan would create a new consumer health company with a formidable presence in areas such as baby care, wound care, and oral health. It would possess a stable of popular brands, including Johnson and Johnson's Aveeno, Neutrogena, Band-Aid, Tylenol, and Listerine, that are collectively forecast to generate revenue of roughly $15 billion in 2021.

IMAGE SOURCE: GETTY IMAGES.

After the proposed split, J&J would remain a powerful force in the healthcare industry with a projected $77 billion in annual revenue. The company said its pharmaceutical and medical device businesses will remain united due to their shared focus on research and development, and comparable regulatory and competitive environments. Oncology, immunology, and orthopedics will continue to be key specialties. Management also intends to accelerate investments in advanced technologies like robotics and artificial intelligence.

"This planned transaction would create two businesses that are each financially strong and leaders in their respective industries," Joaquin Duato, who is slated to become J&J's CEO in January, said in a press release. "We believe that the new Johnson & Johnson and the new consumer health company would each be able to more effectively allocate resources to deliver for patients and consumers, drive growth, and unlock significant value."

Now whatSplitting itself up could result in two companies that are together worth more than the $435 billion J&J is valued at today. Investors would have the opportunity to choose among the relatively low-risk consumer goods business and the higher-growth pharmaceutical and medical devices company.

Pure plays typically enjoy higher valuations than conglomerates as they allow investors to target stocks that better align with their risk profiles and objectives. J&J's shareholders hope that will prove true following its intended restructuring.

https://www.fool.com/investing/2021/11/12/why-johnson-johnson-stock-rose-today/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article

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