Lent MDF and HUM relationship is rock solid and they both need each other...
Mike Earley also express that sentiment.
However, I do have some doubt when they decide they want to pursue their own HMO. I thought initially that there must be something going on with HUM relationship.
but maybe it's just because they see opportunity and want to capitalize it.. or maybe greed get the best of them as they see HUM making good money while MDF taking a lot of the risk (greed is good according to the wall street movie)
MDF is back to my #1 holding (by dollar volume) after it passes $2.8. However I still think that it's a bit overvalued today (prige getting ahead of themselves)
because I"m super long term holder, I really do hope that there won't be any sell-off after the earning release on May 10th as I have stated earlier, earning won't be considered pretty by many people, but for me the earning will be good enough.
as beauty in the eye of beholder, earning is only as good as the expecation...
Stan
