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

To: Madharry who wrote (18933)	3/21/2004 11:18:09 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78476

Madharry, re: THC. A good buy at current price imo for patient holders willing to bet on management's success in restructuring the business. On the one hand there's the decent asset base. THC operates the "strongest" hospital in many of its locations, I am led to believe. OTOH, there are those multiple investigations that dog the company. In addition, there are sector-related problems - private insurers reluctant to pony up for increased hospital expenses; ditto for the government's reimbursements. Additionally, the unemployment picture means that uninsured and fail-to-pays are increasing. I'm hoping 18 months from now, the situation will be improved. I have a decent (for me) position in THC, as well as several other hospital/healthcare stocks. I was too slow when THC recently touched new lows, but if I see the stock again drop with no surprisingly adverse news, I expect that I will add more shares. Paul Senior