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

To: Paul Senior who wrote (30063)	2/21/2008 4:00:40 PM
From: E_K_S	Respond to of 78464

Added to my LPNT position today. I am trying to build my health care holdings. If a Democrat gets elected, all health care products and services will increase especially if some type of Universal Heath Care program is implemented. Health Care services must be delivered more efficiently and over time this will occur (ie electronic medical records). I suspect that marginal losses will then turn into growing and increased profits. With some sort of UHC legislation, perhaps those bad debt expenses can be shared with Federal Government. LPNT is trading at 2003 price levels so it appears to be in value territory. EKS

To: Paul Senior who wrote (30063)	8/4/2008 2:44:47 PM
From: E_K_S	Respond to of 78464

Peeled off a few of my high price shares of LPNT to take a small profit before their earnings release Friday. The last two earnings reports were not received that well by the market. Stock is trading as if their earnings will be fine but this stock tends to rally before earnings. MDU Resources Group, Inc. (NYSE:MDU) reported pretty good earnings this morning. I have the stock on my watch list as this looks like a good one to hold for the long term if you get a good entry point. Monday, August 04, 2008 MDU Resources' Second Quarter Earnings from Continuing Operations Grow 41 Percent to Record Level; Company Raises 2008 Earnings Guidance foxbusiness.com EKS

To: Paul Senior who wrote (30063)	8/8/2008 9:33:09 AM
From: E_K_S	Respond to of 78464

LPNT out w/ earnings which beat estimates by $0.03. You were right when you stated in your 2/08 post . . ." the company must get better control over their bad patient debt expense". reuters.com From their Q2 report:"...The company's provision for patient debt fell to 11.3 percent of revenue, compared with 12.4 percent a year ago....". Stock s/b up big today but more importantly it could eventually test old 2005 highs ($45-$50) if the company can maintain this trend. EKS