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Non-Tech : Conseco Insurance (CNO)
CNO 43.05+0.8%Feb 10 3:59 PM EST

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To: John Carragher who wrote (686)4/9/1998 1:34:00 AM
From: dfloydr  Read Replies (1) of 4155
 
<<he expects investor sentiment to turn around on the deal.>>

Not me! Well, actually I have turned around .. I have several times gone long CNC over the last few years and generally done well.

But now ... dread disease insurance .... high risk mobil home loans ... all seems geared to taking advantage of the unsuspecting ... I have lost my appetite. In a down turn, there could be a lot of cancellations and problems ....

I think these two execs have gotten a case of hubris to a higher power. Hope for the longs that I am wrong.

Floyd Russell
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