tag:blogger.com,1999:blog-4886595570005494885.post7086095663236319301..comments2008-06-04T10:12:08.475-04:00Nurseb911http://www.blogger.com/profile/04974722323117696369noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-4886595570005494885.post-26792800703465232662008-06-04T10:12:00.000-04:002008-06-04T10:12:00.000-04:00Interesting.<BR/><BR/>For UPS, would you anticipate that it no longer trade at the premium over Fedex that it traditionally has been valued at? I have to be honest, I see maybe a $5/sh downside to this stock at the moment after running through the numbers. While the company is likely to internalize some of the increased costs, I think the expectation from their customers will be that its a part of "business" if prices are raised.<BR/><BR/>GE I'm done adding to, simply fit the screen. PFE is a stock I've held for 3+ years, JNJ likewise and I'll have to look into CLX, but I don't know how much overlap I'd find when I already hold PG, CL, JNJ, KMB, etc?Nurse B, 911http://www.blogger.com/profile/13599091589209075856noreply@blogger.comtag:blogger.com,1999:blog-4886595570005494885.post-52855838579181322602008-06-04T08:36:00.000-04:002008-06-04T08:36:00.000-04:00brad,<BR/><BR/>Of your list:<BR/><BR/>As you know I really like GE below $32. For a long term investor this appears to be a great time to get in or add.<BR/><BR/>I am considered with the growth of PFE, and I've never really watched it because the earnings have been far too volatile.<BR/><BR/>I like UPS, but I am waiting for a large drop in the share price, which I think we could easily see with these oil prices.<BR/><BR/>I don't find JNJ to be great value here.<BR/><BR/>I want to have a closer look at KMB. You should also take a look at CLX.MG (moneygardener)http://www.blogger.com/profile/09118524634677340463noreply@blogger.com