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

To: Madharry who wrote (16643)	3/18/2003 11:48:41 AM
From: Larry S.	Read Replies (1) \| Respond to of 78659

MO aint got no momo. Is MO dead. is the loss of pricing ability, the continued litigation risk, and the movement away from defensive stocks all weighing too heavily on this stock. Divie is nice, but not if price keeps going down. I have no current position in MO, nor plan to enter soon, but am amazed at its decline: stockcharts.com[h,a]daclyiay[pb200!b50!f][vc60][iut!Lh14,3!La12,26,9]&pref=G

To: Madharry who wrote (16643)	3/19/2003 12:20:15 AM
From: Bob Rudd	Respond to of 78659

MadHarry: MRN is nearly 50% owned by Warburg Pincus, fairly sharp guys, who will likely use that position to make sure management's actions are shareholder freindly. They recently bought more shares. As to the use of cash, MRN has more opportunity than CCRN to consolidate by buying smaller outfits since it's portion of the industry [non-travelers primarily] is more fragmented. CCRN has some insider selling [at higher levels] and though the managmement has substantial remaining holdings, the picture isn't as positive in this area as MRN. Compensation at CCRN looks reasonable without excessive option activity. It's really tough to nail down the integrity question other than by looking at measures like the above...which indicate, on balance, management's interest is aligned with shareholders.