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13/07/10
14:49
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contrarion view.
is the compnay going to go broke? prices for it in my opinion with speculation of private equity interest, ala SIP.
they keep signing up new contracts. have diversified income stream. good cashflow generator in a expanding growth sector- health IT.
if you look back at all the companies with directors who had to sell under distress in 2008 they have all been good buying opportunities in general.
distressed selling often equals good buying opportunity.
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