John, Mike & Tom's <b>Wild World of Stocks</b> Message Board

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Technology Stocks : John, Mike & Tom's Wild World of Stocks

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To: mph who wrote (597)	3/22/2000 11:56:00 PM
From: John Pitera	Read Replies (2) of 2850

Hi M, I like the substantive insider buying in USON biz.yahoo.com over a million shares bought since the fall. selling at 60% of book with 50% debt ratio. the forward P/e is stated to be 6.6 with a trailing under 10 so this stock does theoretically reside in Value Land these health related concerns have had a tough time and a company like HRC has had millions of dollars of insider buying without really helping the stock. I'll put it back onto my radar screen ( I think I looked at it a bit about 12 months ago.) we may not see any definite pricing support for the company in this election year which could/should cap the upside gain. Unless they can come up with a value-unlocking strategy. John ---------------- US Oncology, Inc. 16825 Northchase Dr., Ste. 1300 Houston, TX 77060 Phone: 281-873-2674 Fax: 281-775-0201 The name tells the story. US Oncology is the US's largest outpatient cancer network, treating an estimated 13% of the nation's new cancer cases. The company (resulting from the 1999 merger of American Oncology Resources and Physician Reliance Network) provides practice management for some 750 physicians in 316 offices (more than 50 are cancer centers) in 25 states. The company manages the non-medical aspects of the oncology practices -- business planning, financial analysis, implementing management information systems, purchasing supplies and equipment, coordinating clinical trials, and managing facilities and non-medical personnel. The company's contract with Texas Oncology accounts for about 25% of revenue. aori.com Top Competitors: EquiMed \| Response Oncology \| Salick Health Care

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