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

To: quasimodo who wrote (18166)	12/10/2003 6:28:39 AM
From: Larry S.	Read Replies (1) \| Respond to of 78751

PCL - Plum Creek Timber - has really broken out the past few weeks: stockcharts.com[h,a]daclyiay[pb200!b50!f][vc60][iut!Lh14,3!La12,26,9]&pref=G I have it as a long term hold, held thru the decline and divi cut. Lumber prices must be increasing! larry

To: quasimodo who wrote (18166)	12/10/2003 5:13:42 PM
From: Paul Senior	Respond to of 78751

Quasimodo, re.: PLMD. Okay, thanks. I briefly looked at that link you mentioned. It's not strikingly clear to me how valid the short sellers' claims are. To my mind the major negative claim seems to be as follows: Revenue has artificially been pumped up in the way the company has dealt with Medicare or Medicaid. This either has been done knowingly and very possibly fraudulently by management, or if not, it's still nevertheless significant that the revenue stream will likely be reduced as the government continues to look closer at PLMD. (I gather that would be products/services/advertising claims/billing procedure/billing amounts/etc. etc.) I don't see how the average investor (e.g me)can figure out what the specific rules or regulations are, and then ascertain if they're being violated. The government health care morass is just too complicated. This in itself is a reason to avoid PLMD, or any company perhaps, whose business model depends on arcane and changing rules of the government health care area. Paul Senior (My concluding opinion continues next PLMD post)