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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.
GOOG was getting bad mouthed on Bloomberg this morning. I still think the growth justifies the PE. If you buy into the cloud computing buzzword... GOOG is considered a big player. But I'm not sure just how, as I recall... patents.
Yea, I thinks it's worth it at this price. I just like the diversity they have. It might not be a rocket stock as of late but the 5yr est. of 18% and a peg of .92 make it attractive imho.