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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (968)1/1/2002 9:47:43 PM
From: Crossy  Read Replies (1) of 1784
 
Tuck,
if you are looking for REITS, you should also examine the life insurance fields - they do profit from falling interest rates also.. If this is for you, take a look at SMAN (Nasdaq: Standard Management) and compare the key ratios with industry average (around $6). And then there's a clear turnaround candidate, albeit a risky one: Conseco (NYSE: CNC)

Finally you could also look at commodity and fixed interest rate brokerage specialty plays. Companies like MAXF (Maxcor) are doing great in the current low rate environment. Just look at all those refinancings on the corporate front going on (there are many many convertible deals right now: JNPR, RSTN, ANAD, FCS etc..)

happy new year
CROSSY
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