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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (8166)	9/7/1999 5:40:00 PM
From: Paul Senior	Read Replies (2) of 78842

Mike, I'll put HRC on my watch list along with MCK. I keep hemming and hawing. Can't figure out winners from losers in the healthcare provider biz. All look to me like they're in big trouble- debt levels, changing business models. (Maybe that's just the point - it might be good for stock buyers now.) But which one's will recover? - so many variables inpatient/outpatient/geographical/competitive/government changes/aging pop. Some of these firms seems like they can go bust. With method you maybe are, or might be, using on HRC - get out if it drops to new lows-- you risk about 5%. With method I use-- try to hold until recovery - seems like its more risky plus costly in tying up funds. I'll have to consider it some more. Paul.

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