YEEHAW CANDIDATES Message Board

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Strategies & Market Trends : YEEHAW CANDIDATES

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To: JoeinIowa who wrote (1006)	1/14/2003 7:31:50 PM
From: Crossy	of 23958

Joe, the DAC writedown improves the odds that they will not only HIT the numbers but exceed them by a HUGE MArgin. I also heard that annuity premiums are up materially due to insurance failures - those are anoter opportunity. SMAN might be able to acquire some policies-pools of companies that are now distressed. Think of the "better" portions of Conseco (apart from mobile homes that nobody should touch financing..) But the real glimpse is a shift in corporate strategy. Go to their website and download the Wall Street Transcript interview with CEO hunter. From a PR I concluded they bought out a pharma-prescription distributor, generic repackager called "PCA" - Pharmaceutic Corp of Indiana for a very small amount and give this operation a nationwide scale. According to CEO Hunter this operation is nicely complementary to their annuities business. I see it as a major possible beneficiary of the type of prescription-benefit plan Bush and the GOP are backing (privately administered by insurance carriers) rgrds CROSY

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