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Strategies & Market Trends : Value Investing

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To: Brendan W who wrote (12044)	3/23/2001 12:25:28 PM
From: Paul Senior	of 78742

Brendan W., fwiw, I'm trading out of a couple of the stocks we both own or have owned: I've sold my position in SKO. Stock is still undervalued imo, but I've lost my confidence. Seeing the business as half empty vs. half full. Their difficulty in being a Wal Mart competitor. SKO stock is up from lows (but way down from past high). Taking what profit I can now in this tough environment for retailers. Sold my UNM position. I've got my double or so, and I don't see now where the company or stock is going. Further gains possible with UNM, but I believe I see better values elsewhere. (And I've been wrong many, many times.) -------------------------------------- I'm starting an exploratory position in SKP. They're a physician insurance operation based in California. SKP sells at about 21 with a book value of 32 and not-so-great profits. Of course, it's in a competitive business and one that seems to engender policy mispricings that can have devastating results to a company's earnings. For SKP, I'd be looking for maybe a good year to show 10% ROE and the company stock to be selling then at book value. stocksheet.com Still holding a bunch of insurance stocks including ALL. Paul S.

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