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

To: Freedom Fighter who wrote (6630)	4/8/1999 6:01:00 PM
From: Grommit	Read Replies (1) \| Respond to of 78543

Health Care -- I researched hospitals a month or so ago but never took the plunge. A couple were tempting, but there was a lot of uncertainty with gummit medicare funding and hospitals are said to be most at risk of Y2K (I think UHS was my favorite). If not risk of a medical failure, certainly at risk to have earnings shaved due to all the actions they are taking to reduce the risk (like reducing patients at year end, and adding manual backup for most everything). Also -- no real value plays. Anyway. That's my conclusion. For those desperate to get into drugs, BRL may fit the bill. But this may be another company too fairly valued to fit this thread. Let me know. I like the long term aspects with so many proprietary drugs coming off patent over the next 5 years. Maybe this is a "buffet on drugs" stock. Around a 15 PE based on $2.00 EPS for year end June 99. biz.yahoo.com