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


To: Paul Senior who wrote (2512)11/18/1997 11:31:00 AM
From: GREATMOOD  Read Replies (1) | Respond to of 78652
 
To all:
Take a look at MATRIA HEALTHCARE (MATR) as a value/growth stock. The "street" is just starting to notice their story.

1) Strong balance sheet
2) No debt
3) Generates good excess cash flow
4) Outstanding management
5) Talks of new services coming soon to increase revenues significantly
6) Infrastructure in place, all additional revenues go straight to their bottom line
7) Serious talk of a share buyback
8) They save HMOs significant money, and at the same time achieve a high degree of patient satisfaction
9) Matria Healthcare is the leader in maternal management services

Please join me at the very lonely MATR thread if you would care to chat. IMHO, this is the time to accumulate a position.

Thanks,

GM



To: Paul Senior who wrote (2512)11/18/1997 12:03:00 PM
From: Esvida  Respond to of 78652
 
Senor,

I'll call the co to get annual reports to check on the ratios as you explained. Just to confirm my issue of low float, since you don't mention it as an issue, is it not an issue then? Your point about high ROE is well taken - there must be something not so obvious that this thing is priced low. I'll get back to you once I get the info. Thanks.

-Al