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Thanks for both responses. Helpful.

I haven't gone though the previous annual reports to hunt for goodwill charges, but the 2011 annual report indicated that their acquisitions didn't indicate impairment and were valued over what they paid. I guess this means that on some level they are acquiring and managing the acquisition process well????

The issue I haven't discussed is that this company is dependent on medicare/medicade reimbursements. So some risk their, but I think the risk is that revenue may go up and down with policy. I think the next 10 years are safe. On the flip side of the negative, they can probably buy up companies on the cheap if they are not positioned well or have the balance sheet to handle the ups and downs. Thoughts?

Also, I would think that you could slowly change your business model such that you are not as dependent on government reimbursements.

Thanks, agian
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