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


To: Grantcw who wrote (35216)8/22/2009 12:51:46 PM
From: Spekulatius  Read Replies (1) | Respond to of 78673
 
re SKH, MDTH, SUNH -
more at stake in the possible health care changes coming

Which changes? <g>. You are correct of course that that SUNH and the likes are more impacted by government regulations as far as rates are concerned. The health care changes will impact the demand and intermediaries more so than the supply side, so I don't understand why these stocks are lacking. in fact the biggest potential impact on the business model would be on health insurers and those stocks have already recovered substantially. Either I am missing something or the market does, I am hoping it's the latter.



To: Grantcw who wrote (35216)11/3/2009 5:02:26 PM
From: Grantcw  Respond to of 78673
 
Thoughts on FVE earnings? Not as solid as I expected overall. But, occupancy and ADR still look to be holding their own in a tough environment - much better than hotels.

Still looks to be a good value. Nice to see over a $1/share in EPS this year so far vs. a $3 share price even if one-time gains contributed in large part.

Thanks,

cw