The reality of it is that hospitals are the insurers of last resort, ... That policy decision has clearly been made by Congress and until there is some relief these are the kinds of earnings we can expect from hospitals.
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They had complementary geographic clusters ... they were willing to divide up the business.
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That's a fairly significant reduction. It takes away all of the potential growth for this year.
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Pricing is okay for the time being, but they're not growth stocks.
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It seems to be of some concern. Maybe you don't need the headache.
Sheryl Skolnick
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