David - your second last paragraph, IMO, is accurate. Like many on this thread, including the wise Martin G., we know this is a solid company; however, and I speak only for myself - there is more action elsewhere in the next 12 mos. to recoup some losses and, hopefully, do better overall. If I were looking at HUM today, I would indeed buy at these levels. But having been burned (or run out of patience), some of us have chosen to move on. This is not to say HUM will disappoint those who choose to jump in now, and have an investment horizon of 12-18 mos. I truly believe this company will deliver in the end, but I have lost too much sleep waiting for it to happen....all the best,
NOK |
