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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (53279)	3/17/2000 1:47:00 PM
From: john722	Read Replies (1) \| Respond to of 122087

Anthony & Druss Anthony. That says it all. Thanks Druss. Thanks for your details & time. Both of you have a nice day.

To: Anthony@Pacific who wrote (53279)	3/17/2000 3:12:00 PM
From: FWS	Read Replies (3) \| Respond to of 122087

hello Anthony, I'm haven't shorted any stocks for awhile and have a question about shorting: if I currently have a margin balance and am paying margin interest on it... does the cash generated from a short sale go against this margin balance and lower the monthly interest charge??? currently short btbc, stmp and ants.. chris

To: Anthony@Pacific who wrote (53279)	3/17/2000 7:36:00 PM
From: QuietWon	Respond to of 122087

CNC(Conseco) - crapolla again. Looks be be like PFG(Penncorp Financial) Back in early 1998, PFG was about $40/sh. By the end of the year, <$1. Problems were: 1) poor integration of acquisition-oriented growth strategy 2) disparate acquisitions 3) poor reserving of the businesses purchased, including health insurance biz, and possibly some disability claims biz which were not well managed. Why is this relevant to CNC? PFG tried to be another CNC. Word in the industry has been that CNC has been a good acquirer, and they certainly didn't acquire non-synergistic businesses, and apparently they have good systems to administer the biz. They may have some reserving probs, but what if anything else is wrong -- maybe another PFG??