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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (12675)	6/23/2001 10:52:35 AM
From: jhelmers	Read Replies (3) of 78528

Any thoughts on AGR/A or PHSY AGR/A, being in the center of the telecom vortex has recently gone from 9 to 5. unlike it's former parent LU, it has no debt and will certainly survive. the word is that of all the fiber which has been laid, only 2.5% has been "lit". as that fiber gets lit, the optical equipment makers will see the biz. this spin out (usually bullish) is cheaper at 2X sales than its competitors. i own some and am contemplating more. thoughts? PHSY (an HMO)looks cheap on all traditional metrics. it has been hit dramatically as it struggles to change its biz model to hospital risk based contracts. UNH owns 17% of stock, management owns 7%, LT debt is not onerous, seems like very good risk/reward. i don't own this one yet. thoughts?

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