Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

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To: ETF1 who wrote (1926)	9/20/2014 10:15:13 PM
From: Fintas	of 26666

Who knows why he loaded up on AIG. But he did. Yet that's not the question. B Sullivan stated he was kicking out FNSR to take AIG. From where I sit, here and now that doesn't seem to be the trade. If he wanted a large cap he could have taken others in sectors that are less inclined to see selling. Or since he was in FNSR sat tight or grabbed some more. I know AIG is 55.. That was my point. Upside is 58 or 63.. Down side is 43 or 38.88. ONE bad event that hits the insurers and the lower can easily happen. As for Bruce.. If memory serves me he also had BAC.. Or another one I own. Don't remember at this moment. Yet I understand his methodology. He does the work to go against the grain and he has a track record.. I'm just reading and wondering why B.S would take AIG. If he wanted value he could have taken GE here and now with a 3.5% divi and upside of 100% in 3 years. GE is a bit more bullet proof here and now then AIG. Fintas

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