Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Madharry who wrote (8221)	9/11/1999 11:05:00 PM
From: jeffbas	Read Replies (1) of 78819

Armin, GZSP in last week's or this week's Barron's? On health care, I am not sure it will turn around in the sense that it will go from being a lousy business to being a good business. It seems to be politically correct for providers to remain at death's door and for HMOs/insurance companies to be unable to charge enough to have no problems paying their obligations. That is why I have always stayed away, as these firms are too dependent on government reimbursement, and government has conflicting constituencies here. Earlier in the Clinton reign I thought the HMOs would end up ruling the world but be regulated like utilities with an allowed rate of return. So far it hasn't happened.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next