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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (23185)1/24/2006 10:57:29 AM
From: valueminded  Read Replies (1) of 78740
 
Paul:

I like KND. Started a position I read somewhere that Medicare is responsible for about 20% of there revenue so it would seem that the whack was somewhat overdone. I also began a position in HLSH. Demographics seem favorable for both of these, with the negative caveat of being somewhat dependant on the government.

I also like one of the stocks that Bruwin pointed out a couple of weeks ago (inph) and began a position in it was well.
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