a comprehensive review, page-13

Huntley's has been covering SIP and I reckon they cover some good points that the intelligent investor hasn't.

They are:

First, that Ranbaxi, the Indian multinational co probably has lower production costs and thus has an advantage over Sigma in that sense.

Second, Huntleys' think there's a good chance supermarkets like Woolworths will also sell generic drugs as part of their product line up in the future.

IMHO these two facts are a worthwhile risk to consider if you're investing for the long term (e.g. 5+ years) which the intelligent investor assumes.

This coupled with the fact that Duchen has been cashing out to the tune of $40million doesn't make me feel like this is a sure winner in the long term.

Any thoughts?