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Biotech / Medical : Oxford Health Plan (OXHP) -- Ignore unavailable to you. Want to Upgrade?

To: Premier who wrote (1147)	2/26/1998 8:07:00 AM
From: DRRISK	Read Replies (2) \| Respond to of 2068

Earnings Estimates Qtr(3/98) Qtr(6/98) FY(12/98) FY(12/99) Average Estimate $-0.11 $0.05 $0.25 $1.10 Number of Analysts 7 7 16 6 High Estimate $0.35 $0.40 $1.70 $2.20 Low Estimate $-0.40 $-0.30 $-1.05 $0.65 Year Ago EPS $0.42 $0.45 $-3.07 $0.25 Growth Rate -127.21% -87.94% 108.04% 344.22% Recommendations Current1 Month Ago 2 Months Ago 3 Months Ago Strong Buy 2 2 2 4 Moderate Buy 3 3 1 1 Hold 14 14 16 14 Moderate Sell 0 0 0 0 Strong Sell 0 0 0 0 Mean Rec. 2.6 2.6 2.7 2.5 This is summary of ANALysts opinions on OXHP as well as earnings projections. One of the few ANALysts who had strong buy now revised today to Hold. I guess they are all right now,like they have been all along. The contrarian value on this picture is incredible. The manner of realizing an investment opportunity for the little guy is to invest in the irrational swings of risk aversion that occur when a company the likes of OXFORD falls into severe disfavor. For me the key is to find your entry point after the correction and after the point at which the Company definitively responds by dramatic change. The juncture between which the company changes management solidifies a business plan,finds a new strong CFO and the street reinvests is when the little guy has his greatest opportunity. The fear that you feel in the investment is directly related to the potential return. This is what my experience in investing in "turn arounds" has taught me. The only need you have is to average down until the sentiment turns. You can see that the upside 98 earnings is $1.70 to -$1.05 clearly visibility on this company is at an all time low. I can not see bankruptcy any longer as a possibility and the fact that Payson has his own $10 million on the line is important as well as the fact that Bonderman is a 22% share holder all align the company towards immediate action. The last key at this point will be the CFO appointment. I am finally saying that my money is where my mouth is and that the road is very scary to the next stop which is the clearing of visibility and the change in sentiment. All this is IMHO. DrRisk good luck all