McKesson Corporation: A Defensive Healthcare Value Stock Without A Patent Cliff
McKesson(MCK) Seeking Alpha·2024-10-10 07:00
I'm a value investor who enjoys using classical value ratios to pick my portfolio. Long-term focused on low P/B, P/FCF, Owner Earnings discounting, PEG ratios, the Graham Number and an occasional net-net hunter. I also believe tracking earnings growth versus price appreciation is an essential element to any quality evaluation.I advocate self-indexing primarily using the Dow Jones Industrial Average as my index of choice combined with Joel Greenblatt's Magic Formula. This can help with tax efficiency owning ...