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

To: Daniel Chisholm who wrote (5111)	10/8/1998 10:50:00 PM
From: Paul Senior	Respond to of 78525

Daniel: re CNC. Didn't know anything about Ray Dirks short recommendation. I know though that he is very,very good. A specialist in evaluating insurance companies. It hurts that he would recommend a short on CNC, even if at higher prices. I'm buying CNC because there is a ton of insider buying at higher than these levels. Fundamentals look somewhat expensive to me, but I will place an additional bet with the insiders. I believe CNC have been very good in the past in integrating their acquisitions (I rec'd stock for my Greentree holdings), and I am now noticing an advertising campaign on national tv. I own a bunch of insurance companies... nice for me to see a very aggressive company like CNC in there too -g-. Paul Senior