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0dd Lot

06/22/16 6:35 PM

#2071 RE: Ubertino #2070

They actually seem to be doing a decent job of adding new business:

http://www.medexhco.com/provider-relations.html

vs

https://web.archive.org/web/20150814031851/http://www.medexhco.com/provider-relations.html
https://web.archive.org/web/20150619114105/http://www.medexhco.com/provider-relations.html



Lost:
Amtrust (previously disclosed)
City of San Jose


Gained:
Preferred Owner Group
AAA of Southern California
City of Carson
City of Oceanside


Guess we'll see in August how close they come to filling the hole Amtrust left, but I think the current market price is overly pessimistic so I'm long...




Just don't expect to get in & out of a position easily -- not with a $3 bid-ask spread on an $8 stock...