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


To: James Clarke who wrote (1682)7/15/1999 11:49:00 PM
From: Shane M  Read Replies (1) | Respond to of 4656
 
Jim,

Thanks for the mention of HMN (Horace Mann). Haven't heard of them, but numbers do look good. I'll look into further.

BTW: They announced after the market today that they're having a worse than expected quarter. Might provide a significant dip for buyers..
quicken.excite.com

You mentioned HCR (Manor Care) a few days ago as an alternative to HMA. Are you confident the restructuring they're undertaking will return them to 1997 and prior performance levels?

Shane



To: James Clarke who wrote (1682)7/16/1999 10:28:00 PM
From: Freedom Fighter  Read Replies (1) | Respond to of 4656
 
James,

I just discovered Horace Mann a few weeks ago. It immediately went on my "Watch" list. I'm not familiar enough with it to make any comments because I haven't even read the annual report. The surface numbers are impressive though and I agree that it's worth looking at.

Did you buy RAL?

Wayne