Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: gcrispin who wrote (22545)	11/21/2005 1:00:41 PM
From: Paul Senior	Read Replies (2) of 78752

I'll join you, gcrispin, with a buy of a few shares of KND. Decent roe with not a lot of debt. Reimbursements dependent on government funds are always iffy, and could tank stocks in the sector if feds make significant policy (funding)changes. This has happened in past and has not been pleasant for stockholders of these issues. So I'm wary here too. Fwiw, my understanding about the large cash component of these businesses is that these monies are needed and used to reimburse physicians for their services which the hospitals have billed to patients or their insurance providers. In other words, a lot of that cash isn't available for share buybacks/dividends, etc. OTOH, from what you report, KND has been profitable enough and able enough to pay down lots of debt over the past four years - a good sign, imo.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next