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

To: Madharry who wrote (16980)	5/6/2003 10:01:31 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78652

Madharry: I don't think consideration of long-term resilience is at all idiotic for a value investor. My short-term trade only came about because I got a big pop real quick...the original rationale was that the problems were temporary and the biz DID have longer term viability...I was prepared to be patient...just didn't have to wait. After I sold news came out that ACDO is suing E&Y for bad recievables advice...This could produce countercharges and mudslinging that brings negative scrutiny from shorts, journalists, analysts & regulators. Recent guidance volatility adds to concerns...those who sold on the negative guidance got screwed. So despite the view that this niche acute care model has legs, I'm staying on the sidelines till the dust clears.