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Strategies & Market Trends : Disciplined Investing, especially the NAIC way -- Ignore unavailable to you. Want to Upgrade?

To: The Philosopher who wrote (136)	4/12/2001 9:33:34 PM
From: - with a K	Read Replies (1) \| Respond to of 469

Hi Chris, Nice report. Thanks. FWIW, I chatted a few times with the instructor of the SA II class since I took his class last fall. Around December, I believe, we were chatting about NAIC principles and other items, and I asked him if he was buying anything then. Yes, he said. Men's Wearhouse. He's the president of a local club, and he knows his stuff. Other good news: I know Lincare. Used to own Lincare. And was even a customer for a short while. (Don't ask!) Anyway, I quizzed the rep quite hard, saw their spartan operation in person, came away impressed with their lean model, market dominance, and professionalism. And then sold the stock at $29 for a 55% gain. It was the time of tech mania and uncertain healthcare futures and I was greedy. Regretted it ever since.