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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (35518)9/30/2009 2:32:40 PM
From: Arthur Radley  Read Replies (1) of 78717
 
Paul,
Have followed LAKE for a long time. My only reservation is that a lot of their rev comes from the S. America markets...however, with that said Brazil has been doing a stellar job in growth of their economy. I like CMN for the more balanced market segments......aging population sadly will be adding more and more patients to the dialysis centers. Plus, what they offer is a replacement of items that will be used by the patients......plus, the water purification for the treatments.
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