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

To: Terry Maynard who wrote (9235)12/9/1999 5:27:00 PM
From: Paul Senior  Respond to of 78596
 
Terry, re. CNC. Sold 1/3 for long term capital loss. Dividend cut sends a terrible signal imo. Especially for an insurance company.
Difficult capital structure for me to understand, tons of options. Loan securitization aspects not comprehensible to me. If it's a value stock, I say it's risky. Even as it drops to three year low.

Will hold remaining 2/3 position for another 12 months to assess further. They are aggressive and in several lucrative niches - GreenTree mobile home financing; annuities, etc. No. 1 or 2 in several specialties.

Paul



To: Terry Maynard who wrote (9235)12/10/1999 12:20:00 AM
From: James Clarke  Read Replies (2) | Respond to of 78596
 
Did you investors in Conseco read the article in Forbes about three weeks ago? After reading that, I decided this is probably an avoid at any price because the downside risk is arguably zero, and there is no way I would ever understand the accounting.


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