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  • jaquecroissant jaquecroissant Mar 24, 2011 11:26 AM Flag

    RG: TEVA has been acting well...

    ESRX is a well managed company and that's why I like it. It tends to be chronically overvalued just like CTSH, another favorite of mine. FDS is another good one that is always pricey.

    Many of my winners have been tended to have higher than average ttm p/e's but I'm not comfortable paying more than around 30 times earnings.

    BTW....I took added to my GOOG position last week. GOOG looks pretty cheap to me. APPL still looking like a buy but I'm already overloaded in APPL.

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