mdt as i see it, that it is the pick of the discounts, that can reclaim its thrown, into non discount 10% div yeild, and that means 30c, if they pull off the restructure.
it is just standing out, on weak days, it loses less, and consolidates well.
Its fundemetnals, make a stronger case.
When i was looking for some diversification, i just kept coming back to mdt. The others, with their loan covenant breaches pending, and the industrials, not my cup of tea.
I just thought, based on MDTs clients leases are proven in tough times.
BJT are good as well.
To the Roc, it just needs to settle, give it another week, but probably 55-60 at this stage. What happened, was purely t/o speculation. The company has said no, and in conversation, and i've read in an article somewhere, their assets are two geographical diverse for a t.o interest.
But you never know. My feel, is that, unless something comes out of left field, it will cool, and thats ok too, and roc will rest on its BOPD, and reduce its debts, as it does that, its perception will change. Throw off the debt jacket, and put on something more attractive to admirers.
Yeah, MAE for mine. Pattersons rate her base level at 1.00 US, so its just a matter of time until GS get a buyer IMO. 3x if you think GS can find the right people to invite to the party.
Have a look at OEL.
cheers
MDT Price at posting:
10.0¢ Sentiment: LT Buy Disclosure: Held
