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To: ItsAllCyclical who wrote (61372)3/3/2000 11:57:00 AM
From: ItsAllCyclical  Respond to of 95453
 
OT - HRC definately breaking out. USON looks next imho. USON is smaller, but earnings, book value and insider buying are similar. USON is selling for 4 3/16 currently. Book value around $7 with close to .70 in earnings. Both HRC and USON report earnings soon. Both may disappoint, but it does not justify the current shareprices.

Sold some RRC today to buy USON. I'm now down to a core holding in RRC. Still like it long term, just diversifying back into the health care sector.