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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18495)	3/24/2004 11:44:01 AM
From: Paul Senior	of 78730

Upping my position in TW a bit. TW has a bunch of problems both as a business itself and for investors looking to buy the stock. (I see having AIG, the majority owner, as a plus and as a big negative too.) TW is in the midst of a business turnaround. They seem to me to be doing okay (But I'm no expert.) I view TW as a respectable company in the California auto insurance market, and I envision the company maintaining its share of the business. Over time, I expect the business to be there and TW to garner its share. Given that, I view the stock at an an attractive price here. finance.yahoo.com Over the past years, I've mentioned several stocks here in the auto insurance sector, and I still hold some positions. I would guess I've wrongly been attracted to regional markets (e.g. Mass and Calif), and I missed the big opportunities- GEICO (BRK) and Progressive.

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