ghmm.. sorry for the late reply...
I think the current management is good at managing the balance sheet which I really like. As to growing the company, I don't know for sure how good they are. I mean they are sort of successful with the HMO in a way that it ended up growing their PSN base, but the HMO not really turned out like they really hoped for, but I don't think it's entirely their fault, as HMO is a tough business and I think they salvaged as much as they can and turn the situation into a positive one for the long run.
I have no grasp yet on the new/upcoming management. But if there need to be a change, maybe promotion from inside might not be a bad idea. I also have no clue whether this is pressured change or Earley just decide that it's time for him to move on to something else. And FWIW, he was and is a turnaround specialist, and at this point I think MDF is fully turnaround now.
I still like MDF. IMO , having a strong balance sheet shows that they are careful with the valuable asset and equity that they have and that would somewhat translate to their other business (and growth) decision. With the experience of the people there for the last couple years (they had a big change in management a while back when Debbie Finnel left, but that's been a while), I think they will be able to contineu to grow.. maybe slowly.. but in a safer way too.. It wil be interesting to see how the medicare industry and regulation changes but we know that the number of people needed the care will be there (the baby boomers)
Hope this helps.
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