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

To: Paul Senior who wrote (30307)3/12/2008 10:09:49 AM
From: Paul Senior  Read Replies (1) | Respond to of 78748
 
Humana cuts estimates now too, and stock now down sharply. Oops. I should not have added yesterday. I'll add a bit more now as well though.

Some years profit margins are better than other years, but company's history is that it is profitable (every year in at least past ten). Risking believing management when they now, suddenly say their best estimate of earnings is $4-4.25/sh., I'll stay in with the stock now at a relatively low forward p/e of 8-9x. If only management can be believed to deliver those outlooked earnings.

finance.yahoo.com



To: Paul Senior who wrote (30307)3/12/2008 11:54:29 AM
From: E_K_S  Respond to of 78748
 
Interesting to see LPNT LIFEPOINT HOSP INC up almost 3% while HUM, UNH and WLP are getting sold off.

A two year price comparison shows that both UNH and LPNT are the under performers in the group.

finance.yahoo.com

Will nibble at a few more shares to add to my UNH position after the heavy sell volume subsides.

I wonder if Buffet plans to add shares of any of these names to his holdings as the overall sector gets discounted and PE's approach the single digit levels.

EKS


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