SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Jurgis Bekepuris who wrote (51208)4/2/2013 10:08:01 AM
From: Spekulatius  Read Replies (1) | Respond to of 78666
 
GTS - yes I am concerned about earnings dropping. From a customary look at the income statement, it appears like their cost ratio has increased over the years, which has pressured margins.
This is probably something an acquirer (WLP being the most obvious choice, since they have already a lot of Blue Cross licenses) could easily reverse. That is why I believe, the stock conversion is relevant; it makes corporate actions much more likely.