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Strategies & Market Trends : Value Investing

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To: jeffbas who wrote (6829)	4/19/1999 11:05:00 AM
From: Paul Senior	Read Replies (1) of 78528

Jeffrey: re SLMD depressed earnings. With this company, it seems that every year in the past few there has been something - foreign exchange, in-process R&D write-offs, asset write-offs. They have big and tough competitors in their patient monitoring and clinical info. systems businesses. The long sales cycles dealing with hospitals also are a factor. Order backlog is up 50% to $67M in 1998 though. There's been a stock repurchase plan also. The ceo claims in the latest annual report, that they are "making steady progress" and they "have the plans in place to continue to move forward" --- A Buffett type annual report this is not -g-. Stock, imo, is suitable as a small investment for value investors within the context of a well-diversified portfolio. Larger (or perhaps no position -g-) of course for someone who really knows what's what- has intimate knowledge of company/industry/management. JMO, Paul

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