Quote:
Originally Posted by homeboy604
anyone looking at the beaten down healthcare names like TEVA MYL CVS or NVO?
hard to say... probably healthcare is the new bank sector. probably they will trade at very compressed multiples for a couple of years, unless there is some game changer.
I like NVO of those, div is good, probably it could go down, and of course you have to add below $30.
Mylan and teva, can't mantain such high margins if the donald cut the prices on drugs.
no opinion on CVS
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any thoughts on ENDP ? it's trading like it's going broke. fwd pe below 4, pb below 0.6. margins are negative, I just had this on a screener today... I don't know the back story.