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Re: kuwlness post# 107

Wednesday, 03/03/2010 11:58:59 PM

Wednesday, March 03, 2010 11:58:59 PM

Post# of 136
Dividend or Stock buy back or Acqusition?

Which one do you prefer and why? (and which one do you think MDF should do based on MDF situation and the nature of the business that they are in)

I'm really tempted to choose dividend (who doens't like cold hard cash :) ) but I want to see more stock buy back and possibly one or two acquisition in the next 2-3 years (small and profitable and not too much goodwill created) that makes sense (for example, CNU added sleep centers to their business and seems very successful and a good synergy, or buy more clinic that already serve most of their PSN or to get additonal members, do more vertical integration. though I understand that buying members can be very costly)

but yeah, no HMO business please.. just kidding.. the HMO (though not matter people might see it as a disaster), helps MDF to get where they are now (with a lot more PSN patient than before they have the HMO and have more economies of scale now). I guess things happen for a reason, is what I wanted to say..

Any thoughts for 2010 onwards for MDF?
And what the healthcare reform might impact them? (and what is the chance of this is happening). Especially after the new Massachussets senator isn't a big fan of the new health plan proposed by our President.

Stan