SI
SI
discoversearch

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 : Three Amigos Stock Thread
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MikeD who wrote (2424)3/31/1998 10:59:00 PM
From: wolfdog2  Read Replies (1) of 29382
 
Mike, maybe I'm missing something but I fail to see why you are so enamoured of ROIX. About 50% percent of their sales come from managed care and indemnity insurance. Since overwhelmingly people now have managed care, I assume that most of the insurance revenues are from managed care. That's not a comfortable place to be in today's market. Managed care is notorious for squeezing their providers.

In addition a report I just read, indicates that going forward internal growth should be 10-15%. That's nothing to write home about. But with managed care squeezing them, I'll believe that increase when I see it. The remainder of their growth will have to come from acquisitions, but there is nothing to indicate that management is capable of handling a large steady increase in acquistions.

I think that this is a stock better avoided than bought.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News