HRC HEALTHSOUTH Message Board

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Biotech / Medical : HRC HEALTHSOUTH

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To: Toby Zidle who wrote (167)	11/10/2001 4:47:43 PM
From: blankmind	of 181

- here's my thoguhts on HRC which are mostly positive: - on Al Frank’s newsletter & his mutual fund's #6 holding; which is good b/c his fund focuses on value has low turnover of 30% - part of s&p 500 - including goodwill, $3.6 bill in stockholders equity/400 mill shs o/s = $9 book value. Stock at $12.20 - seem to have profits of about $.80/share a year. But w/ all the impairments, sales, etc... going on, it's hard to say - lot of financing at higher interest rates. But I see they just did $500 mill in sep '01 which will they say will be used to pay down debt; which I hope means lower interest expnese - int expense of about $200 mill a year. Imagine if they could bring this down especially since net income only about $200 mill a year - doing lots of cheezy deals w/ GNC & others to take advantage of their captive audiences & raise profits - excellent coverage by goldman sachs & others

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