Looks to me like some decent stocks on your list, Shane.
Imo, medicare isn't going away,and if changes are made to government assistance to elderly & poor, these companies will adapt and still be around and do okay. I don't like the insider sales at LHCG, but the stock has had reasonably good roe, increasing stated bv, and a p/e at about 11. I'll put it on my watch list. Also MDF and DST.
Guessing that if so many of my small cap Chinese companies have problems with one or more of poor accounting, poor governance, hidden ownership or hidden deals, little regard for outside or foreign stockholders, then that may also be true for the larger Chinese companies. I recent sold CHL for that reason. |
