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Strategies & Market Trends : Value Investing

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To: TimbaBear who wrote (15650)	3/21/2003 2:33:32 PM
From: Paul Senior	of 78673

fwiw, I'll start a small, exploratory position in CNTE today. yahoo.marketguide.com P/e is okay (imo) based on est. '03 earnings. (According to management, "We anticipate 2003 revenue in the range of $695 to $710 million and net earnings of $2.55 to $2.60 per share. This does not include the potential impact of any additional acquisitions we may undertake during 2003.") Looks like a scrappy little company. Not much history as a public company. Some insiders are selling. (Insiders have options that were issued at very low prices.) I'm also not sure of the viabiltiy of their business model -seems like companies dependent on Medicaid often crash-and-burn. One positive though, imo, is that funds of Ron Baron are stock holders (according to Yahoo.)

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