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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 (403)	3/25/2003 8:40:22 AM
From: soar	Respond to of 469

Thanks for your response....yes, lsi is definitely a turnaround & according to VALUE LINE, lsi will explode in 3 to 5 years.....Like you, i am less then certain about the insurance stocks....aig looks best but S&P OUTLOOK & VALUE LINE are projecting accelerating earnings for aet, all & pre...i am seeing more & more research indicating that these companies should have significant earnings ahead....Re c, i wanted to add a quality financial co. & i like sandy w's acquisition track record....i expect him to aggressively continue on the acquisition trail & for c to grow accordingly....imho, there is no better way to acquire & own small, fast growing medical niche co's then by owning jnj....look at their acquisition track record....no question, that you normally have to pay a premium to own the jnj's, pfe's etc, but over time, it works....thanks again for your input...