Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bob Rudd who wrote (16473)	2/22/2003 11:35:54 AM
From: Softechie	Respond to of 78659

Bob, thanks for pointing these out. I like them...

To: Bob Rudd who wrote (16473)	3/17/2003 7:53:18 PM
From: Madharry	Read Replies (2) \| Respond to of 78659

This is an interesting idea . Sounds like business should be good. Do any of these companies have management with any integrity as far as shareholders go or will they just suck out the profits and leave a rotting carcass for investors. I wonder why these companies are not paying out any dividends. My recollection of this type of business is there is very little outlay and usually a highly financable receivable is generated

To: Bob Rudd who wrote (16473)	5/20/2003 9:56:17 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78659

Blew out both CCRN & MRN: 5/20/03 7:46AM Cross Country DOWNGRADED at Smith Barney; target $9.50 (CCRN) 13.12: Smith Barney downgrades TO UNDERPERFORM from In-Line based on CONTINUED WEAKNESS IN DEMAND FOR TRAVEL AND PER DIEM NURSES, WHICH FIRM BELIEVES MAY WORSEN IN COMING QTRS due to a RENEWED FOCUS BY HOSPITALS ON THIS LINE-ITEM EXPENSE; cuts target to $9.50 from $12.50. ...I have no real solid handle on what's happening at hospitals, but it's credible that they are under a substantial cost squeeze, that they would push hard against what appears to be high labor cost, that this trend could worsen. Analyst credability on issues like this is asymmetrical...they have access to data on hospital activity that I don't; Their bull calls I view with greater suspicion than the negative calls since the former is subject to incentive tailwinds where the latter is subject to incentive headwinds.