Itron Inc. (ITRI)
- Strong business momentum, untapped market opportunity beyond US, Sustainable competitive advantage.
Health Care Services Group ( HCSG)
- widening economic moat
Amgen (AMGN)
- Compelling R&D Pipeline, Competitor issues.
Wednesday, February 27, 2008
Shareholder Value Creators - 2008
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1 comment:
Most of these have turned out to be real wealth ruiners...
May be your ocncept applies only for a bull run !! ..
these coz are returning well above its capital charge, but markets react to what is easily understood. earnings slowdown and p/e contraction
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