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Strategies & Market Trends : Value Investing
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To: hoyasaxa who wrote (15736)1/7/2003 2:33:25 PM
From: Paul Senior  Read Replies (1) of 78627
 
fwiw: hoyasaxa, I'll take on a very small exploratory position in LH now. LH would seem to provide a necessary service, one that grows with complexity of medical procedures. I agree that company has "impressively performed" in recent years. And p/e is reasonable if business continues and company can continue bottom line performance. At this time though, I still don't understand LH's business strategy or how government reimbursement policies might or might not affect LH business. If the key is to monitor LH pricing and volume trends, I am hoping I will see that show in operating and profit margins - numbers which are more readily available to me. If pricing/vol numbers worsen, I will have to hope I catch and react to margin degradation before the stock drops.

I still like CRO's QTRN and KNDL and am unprofitably holding small positions there.

finance.yahoo.com
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