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

To: E_K_S who wrote (71787)	12/22/2022 8:36:53 AM
From: Madharry	Respond to of 78688

FWIW. I admire your patience. of the ones you mention i own para cndt, cio all at higher levels. for about two years now i have done some of my produce shopping at a local .99 store. they get produce in daily and it sells out quickly because of the reasonable pricing. Any one have any comments on micron's report and announcement they were laying off 10% of their workforce? Yet another macro strategist predicting a global recession and new lows for the stock market. Her rationale being that forward pe ratios are too high for a recession and that earning estimates are not taking into account a recession. It seems to me that the stock market pe ratios are very much skewed by the fang stocks . Right now I think the highest pe stock that I own except for the media companies is googl. Most everything else is in the 10x range, which I will have to live with. I am more concerned with reports out of china about increasing hospitalizations taxing china health care system. are they now reconciled to massive deaths in order to develop some immunity? In the interim China looks like it has become a breeding ground for new variations that existing vaccines may not be real effective against. for that reason I would not be rushing in the buy airlines or vacation stocks other than cwh.

To: E_K_S who wrote (71787)	12/22/2022 4:38:46 PM
From: Ditchdigger	2 Recommendations Recommended By CusterInvestor E_K_S Read Replies (1) \| Respond to of 78688

You certainly see when the Steward news hit MPW's chart today. Steward Health Care Completes Agreement With Lenders to Extend Current Credit Agreement Through December 2023 December 22, 2022 02:54 PM Eastern Standard Time DALLAS--( BUSINESS WIRE)--Steward Health Care System LLC (Steward) today announced the completion of the extension of their ABL agreement with its lenders, through December 2023. Led by Citibank, N.A. as Administrative Agent, the new agreement amends and restates in its entirety Steward’s previous credit agreement. Steward Chairman and CEO Dr. Ralph de la Torre commented, “The Covid pandemic, and its aftermath, exposed serious fault lines in the traditional approach to health care. Steward used lessons from the pandemic to refocus its nationally acclaimed value-based model. The extension of our ABL coupled with our reengineered structure position us extraordinarily well for the coming year. We look forward to leading the industry in this new era of health care and continuing to provide world class care to our patients.” About Steward Health Care System: Nearly a decade ago, Steward Health Care System emerged as a different kind of health care company designed to usher in a new era of wellness. One that provides our patients better, more proactive care at a sustainable cost, our providers unrivaled coordination of care, and our communities greater prosperity and stability. As the country’s largest physician-led, tax paying, integrated health care system, our doctors can be certain that we share their interests and those of their patients. Together we are on a mission to revolutionize the way health care is delivered - creating healthier lives, thriving communities and a better world. Steward is among the nation’s largest and most successful accountable care organizations (ACO), with more than 5,500 providers and 43,000 health care professionals who care for 12.3 million patients a year through a closely integrated network of hospitals, multispecialty medical groups, urgent care centers, skilled nursing facilities and behavioral health centers. Based in Dallas, Steward currently operates 39 hospitals across Arizona, Arkansas, Florida, Louisiana, Massachusetts, Ohio, Pennsylvania, Texas, and Utah.