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


To: Paul Senior who wrote (15305)8/22/2002 9:23:18 PM
From: Spekulatius  Respond to of 78715
 
I am starting to look at FMS,
thew largest provider of dialysis care services and products.
Major Pluses:
Low PE & Price/Book value, Stock near its lows,annuity type of business.
Minus: Fair amount of debt. Majority owned by German (yech!) Company Fresenius, slowing growth and earnings miss, Regulated by medicare and HMO's , growth bt acquisitions.

I have been looking at this stock for a while but had a bad gut feeling about this. Can anybody find any red flags?