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To: Paul Senior who wrote (35720)	10/19/2009 7:55:16 PM
From: gcrispin	Respond to of 78750

Forgot to mention that I sold CHFI earlier. But I still own a great deal of CNOA, one of the stocks that CHFI is holding. CNOA has also been on a tear. Last week I added to PRSC. The company is similar to RSCR in that they are community based providers of social services, but they don't compete against each other as they address different subsets of the Medicaid population. The SP has been on a roller coaster the last year. States were delaying payments for services and the declining share price violated bank convenants. Eventually they worked it out with their banking syndicate and the states paid for their services after receiving help from the federal government. In 1996 the company did two million in revenue. This year their revenue will be almost a billion. Medicaid enrollment is up greatly this year and if any of the healthcare proposals pass, their business will increase greatly. Management is paying down debt as they realize that they were overleveraged. They are bringing their leverage down from seven to three and recently announced a voluntary payment against their senior debt. finance.yahoo.com This afternoon the company gave a preview of earnings for 2009 in the 1.40 range, so the stock is still selling at a single digit PE. finance.yahoo.com As I stated earlier I bought more last week and will consider increasing my full position on any pullbacks.