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Health-care Value Stocks.

Tags: US markets, PFE, MRK, AZN, UNH, LLY, SNY, AET, WYE, WLP, NVS
7 Oct 6:44pm
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Global stock markets are still in the selling pressure and volatility index VIX is already second week above 40 points. In fact this week index is oscillating around level of 50. This is right time for value investor for bargain searching. Many worthy stocks are below P/E 10 with still perspective growth and book value equaling to stock price.

Uncertainty about future attracts more attention to defensive sectors like health-care or consumer staples. I run fundamental stock screen for large cap health-care stocks with P/E below 15 and Price-Book Value below 4. Here is the list of potential value plays.


Ticker Company Name PEG P/E P/BV
(UNH) UNITEDHEALTH 0.7 7.5 1.4
(WLP) WELLPOINT 0.65 7.7 1
(AET) AETNA 0.62 9.3 1.6
(NVS) NOVARTIS 2 9.8 2.3
(AZN) ASTRAZENECA 9.6 10.8 3.9
(LLY) LILLY ELI CO 1.65 11 3
(WYE) WYETH 3.61 11.1 2.5
(SNY) SANOFI-AVENTIS 2.83 12.1 1.4
(MRK) MERCK 1.58 13.2 3.2
(PFE) PFIZER 2.08 14.2 1.9

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