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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Bonnie Bear who wrote (15202)3/26/1998 8:35:00 AM
From: KENNETH R SANDERS  Read Replies (1) | Respond to of 18056
 
BB>>>>>>>health care- room for growth, room for consolidation<<<<<<<<<
Don't the drugs present a similiar case or do the already high PE's disqualify them in your opinion????



To: Bonnie Bear who wrote (15202)3/26/1998 6:31:00 PM
From: Stitch  Read Replies (2) | Respond to of 18056
 
Bonnie,

Many thanks for your input. I will be using the week-end to pour over it. In the meantime take a look at a little favorite of mine CNU. Be sure to check out the SEC filings. Soros is the money and the management. According to the Edgar filings Delaware State Pensions bought over 5%. On Janaury 2 insiders bought heavily.

Best,
Stitch


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