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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (8221)	9/11/1999 11:05:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 78817

Armin, GZSP in last week's or this week's Barron's? On health care, I am not sure it will turn around in the sense that it will go from being a lousy business to being a good business. It seems to be politically correct for providers to remain at death's door and for HMOs/insurance companies to be unable to charge enough to have no problems paying their obligations. That is why I have always stayed away, as these firms are too dependent on government reimbursement, and government has conflicting constituencies here. Earlier in the Clinton reign I thought the HMOs would end up ruling the world but be regulated like utilities with an allowed rate of return. So far it hasn't happened.