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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: freeus who wrote (39981)3/5/2001 8:16:41 AM
From: Apollo  Read Replies (2) of 54805
 
HMOs, health care.......

I noticed that REITS have a good dividend stream.
Perhaps HMO types are especailly good as health issues are strong during a recession/bear.

Speaking from the Russian front, I would suggest that health care, particularly health care delivery, of which managed care is a subset, is in total disarray at the present time. I would never consider it an investment. With the exception of the lawyers, I would say that most parties are losing money, more in some regions than in others.

Apollo
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