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

To: gcrispin who wrote (22545)	11/20/2005 2:52:12 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78751

gcrispin: KND. I'll consider it. Thanks for mentioning.

To: gcrispin who wrote (22545)	11/21/2005 1:00:41 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78751

I'll join you, gcrispin, with a buy of a few shares of KND. Decent roe with not a lot of debt. Reimbursements dependent on government funds are always iffy, and could tank stocks in the sector if feds make significant policy (funding)changes. This has happened in past and has not been pleasant for stockholders of these issues. So I'm wary here too. Fwiw, my understanding about the large cash component of these businesses is that these monies are needed and used to reimburse physicians for their services which the hospitals have billed to patients or their insurance providers. In other words, a lot of that cash isn't available for share buybacks/dividends, etc. OTOH, from what you report, KND has been profitable enough and able enough to pay down lots of debt over the past four years - a good sign, imo.

To: gcrispin who wrote (22545)	11/23/2005 12:37:06 PM
From: schzammm	Respond to of 78751

gcrispin, added to KND on a minor TA signal, 50% position now. Thanks for the original analysis.