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Strategies & Market Trends : Value Investing

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To: Elroy who wrote (74763)	1/2/2024 11:49:51 AM
From: Sean Collett	Read Replies (2) of 78671

Suppose I see no reason to turn away from any industry if there is opportunity there. Guess that is just my contrarian style to look where no one else wants to :) . There is a current medical labor shortage and only going to be getting worse, so it does seem CCRN has some room to grow in this space. Not having a huge debt load hanging over them is a nice plus as well. From a portfolio management standpoint if it breaks support and/or if there is no growth in 1.5-2 years it gets cut and I move to something else. -Sean

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