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

To: Robert T. Quasius who wrote (10310)	4/9/2000 3:50:00 PM
From: James Clarke	Read Replies (2) \| Respond to of 78594

re: CNC How much debt rolls in the next year? On what terms have they been able to refinance recently? Have they been adding to reserves? What do the delinquency ratios at Greentree look like? Have insiders been buying the stock? Is the company buying back stock? How much of that free cash flow is from asset liquidations? Those are the kinds of things I'd be looking for after reading the Forbes article. Their 10-K is late - not a good sign. Maybe here's not the place to go through this complicated a story in great detail unless a lot of people are interested. I'll take a look and if I come up with anything definitive either way I'm sure there's a Conseco thread on SI somewhere. Thanks for the heads up.