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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (16700)3/29/2003 9:15:44 PM
From: jeffbas  Read Replies (1) of 78625
 
Bob, on HRC, I look at it differently. Most people do not have the skills to analyze the filings in the detail needed to find anything. I think HRC had two red flags:

-Excessive leverage. Debt to tangible book value was something like 3 to 1. Whenever you are at the mercy of government reimbursement for your survival, good will becomes very suspect - as it can instantly become worthless.

-The CEO has been considered somewhat controversial for a long time. I think management should always be your number one investment criterion, to the extent you can make a determination - and you should run the other way if any doubts are raised.
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