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Subject: Lincare Holdings, Inc.

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jncraig

09/19/2006 5:03 PM
Lincare Holdings, Inc., ticker symbol LNCR on the NASDAQ, is a mid-sized company based on FY2005 revenues of $1.267 billion. It is in the Health Care Services industry. LNCR is also covered by the Investor Advisory Service as of the August 2006 issue, and is rated 3 for quality (on a scale of 1 to 5, with 1 being highest).

Etana Finkler

11/12/2006 1:47 PM
Our Stockwatcher for Lincare will be suggesting a sell at our meeting 11/20. I see Lincare as a Buy (I sold some time ago at 40 and am thinking of re-entering). I have attached Mark Robertson manifestinvesting.com LNCREAGLE20060726.pdf file of April 2006 (note this is APRIL), and also the current EAGLE on MI, and conditions seem to have improved. Company Outlook: Current Price (11/11) $34.89 Estimated Sales Growth Sales Growth Forecast 14.7% Expected Income Statement Current Sales 1,365.0 Net Profit Margin 19.8% Projected Shares Outstanding 91.4 EPS - Five Year Forecast $5.87 Average P/E Ratio 15.0 Projected Average Price $88.11 Price Appreciation (Annualized) 20.4% Annual Dividend Yield 0.0% Projected Annual Return 20.4% Quality Financial Strength 80 20.0 EPS Stability 84.6 21.1 Industry Sales Growth Rate 13.0% 14.2 Industry Net Profit Margin 8.5% 25.0 Calculated Quality Rating 80.3 Fundamental Data Updated: 09/22/2006 Nancy Isaacs wrote here " the [LNCR] stock price increased close to 8% recently due to easier-than-expected Medicare cuts in oxygen reimbursement. This from the AP news release: 'On Wednesday, the Centers for Medicare and Medicaid lowered its monthly payment for oxygen to $230 from $231, far better than the anticipated payment of $209 when the proposed cut was announced three months ago.' " This seems like good news to me. Anyone adding to shares now? Someone here suggested buy up to 33.15, but I see the current price a comfortable buy as well. Lowell Herr wrote: I track Lincare (LNCR) and observe it is in the bottom half of all stocks I track. Looking over my numbers, I find my personal SSG is positive. In fact, it is a "Buy." I do note that the PTP and ROI directions are both negative for the company. Some would say, stay away until the PTP direction turns positive. In addition, Morningstar gives it three stars, MSN has it as a 6 out of 10 for future performance, Take $tock ranks it a very low 1.1 for quality, and the PnF chart is bearish and still falling in price. I am negative on the stock." The PTP is negative still, but the PERT sales are up for the past 3-4 quarters, and that's the first thing to turn positive. I don't fear that this well-managed company can recover it's PTP. I see Medicare/Medicaid's final reduction as a non-event that upset LNCR for 2 years, but nothing more. What do you think? Any buyers? Thanks, Etana p.s. sorry, on my Macintosh, I don't seem to be able to get in formatting. I tried with html, but don't think it took. Etana Finkler, The Stockettes Investment Club, Silver Spring, MD p.s. Joe Craig: NONE of the formatting or line breaks took! Etana: Since I don't know how you cut-n-pasted the message, I'm not sure how to advise you. But, the editor here can be used to clean up or re-format text once you've pasted it.
Attachment: LNCREAGLE20060726.pdf

Lynn Brown

01/11/2007 9:25 PM
Our club owns Lincare- have for years. We have held on because it appeared to be well run company with temporary problems with the government. Recently we did a comprehensive evaluation of the company using the Part 1 and Part 2 articles on When to Sell. Also used the inventory analysis from another article. We still decided to hold. Not buy more because our position is fairly large, but to hold. Thanks for great articles. Certainly was the most comprehensive analysis we have ever gotten into.

Lynn Brown

04/23/2007 1:38 PM
Am evaluating the annual report on Lincare for my club. I discovered that the auditor has found a material weakness. This is frightening. How often do companies find problems they don't resolve with the company so they don't have to have an adverse finding? I know from discussion on iclub list over the years, the one point about Lincare is that they had good management and could ride out the problems with Medicare. Seems they have done that. But half of their revenue last year came from an acquisition. Any ideas or input? I am preparing a recommendation for my club.

Michael P Kalik

07/07/2007 3:40 PM
LNCR SEEMS TO HAVE WEATHERED THE MEDICARE PROBLEM WELL. LOOKING AT PERT QUARTERLY AND ANNUALLY I AM THINKING THEY HAVE BOTTOMED. I AM LOOKING FOR OTHER OPINIONS. I HAVE SET MY SSG AT A GROWTH RATE OF 11.6% AS PER SALES AND EPS. I ESTIMATE $70.00 AS A HIGH WITH A BUY PRICE OF 34.75 TO GIVE ME A RETURN OF 15% ANNUALLY. MICHAEL

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Forums > Stocks with tickers beginning L-Q > LNCR > Lincare Holdings, Inc.

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