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Non-Tech : Conseco Insurance (CNO) -- Ignore unavailable to you. Want to Upgrade?


To: John Thomas who wrote (363)10/23/1997 8:47:00 AM
From: M.A. Miller  Read Replies (1) | Respond to of 4155
 
Big deal after earnings released? Positive deal I assume? Today may be a major drop in market. Should we consider buying on Monday before earnings and November announcement?



To: John Thomas who wrote (363)10/23/1997 2:22:00 PM
From: M.A. Miller  Read Replies (1) | Respond to of 4155
 
I see J. Saabl, the new gen counsel from Chicago which took Inlow's place has now accumulated 68,000 shares of CNC, by purchasing more stock in September at prices between $44 and $49. Again, I think this is a good sign for upcoming months.

Saabl (sp?) is a big time mergers guy. I think we will see more merger action coming.

I'm considering adding to my position on Monday, after this turbulence clears. I may even pick up some November or February options ($45 strike price).

Again, when CNC insiders buy, you see a big move. More than just $42 to $47. Some big moves are still coming, I think.



To: John Thomas who wrote (363)10/27/1997 2:36:00 PM
From: M.A. Miller  Read Replies (1) | Respond to of 4155
 
CNC down nearly 8% while LNC down only 1%. Is there other news on CNC that justifies it getting hit harder than peers? Is there HMO fallout being attributed to CNC (Oxford Health)?



To: John Thomas who wrote (363)1/15/1998 12:40:00 PM
From: M.A. Miller  Read Replies (1) | Respond to of 4155
 
<<Earnings I belive are due out the 29th before the opening. Still looking for .72cps, street at .70. I also see a BIG deal in November!! Keep posted>>

John, this was your post in October. Any deals or ideas on where CNC goes from here. Stock is very dissapointing. IR says buyback is partially complete, but won't know for sure until the report 12/31 numbers whether the stock buyback was done by end of year.

Hilbert must be boiling over CNC stock price and the Dirks affect.