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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (16371)2/6/2003 12:18:49 PM
From: Bob Rudd  Read Replies (3) of 78661
 
CD: Added to already substantial position @10.75 during early stages of generally favorable conference call. Their moves on Corp Governance look positive and are ahead of the curve. Leon Cooperman expressed some grumpiness that they don't pay dividend now instead of buying back stock and paying down debt, but I agree with more flexible stance given the current uncertainties [Dividends, when cut, have far more adverse impacts than delayed buybacks]. They're not planning any major acquisitions and will instead look to reduce debt and focus on existing businesses.
CCRN: Added to modest position @12.20 - renently say and LBO type analysis with target around 18; I like the demographic tailwind to the nurse rental biz.
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