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

To: Sean Collett who wrote (74760)	1/2/2024 10:32:44 AM
From: Elroy	Respond to of 78714

Never mind!

To: Sean Collett who wrote (74760)	1/2/2024 11:25:58 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78714

I've always had trouble and no success with nursing staffing companies. Tougher business than it first seems imo. Staff turnover, etc. I pass on such companies now. Could work out ok though.

To: Sean Collett who wrote (74760)	1/2/2024 12:54:30 PM
From: E_K_S	Respond to of 78714

Re: Cross Ctry Hlthcr(CCRN) Followed you into the position. My other staffing companies have done well (they were providing High Tech) and CTG was acquired in 2023. R C M Tech Inc(RCMT) is a staffing company I had been watching for a long time at/near $12/share. Just hit an all time high at $30. They are also in IT Services. Both CTG & RCMT got PE expansion so CCRN w/ a 7.5x PE appears cheap. FWIW, CTG & RCMT had a smaller market cap so their contract services were impacted when they landed new contracts. At $795 Million market Cap, still not too large if/when they land new service contracts too.