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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (33532)	2/17/2009 8:34:51 PM
From: Spekulatius	Read Replies (3) of 78744

Todays buys: more UL (19.51$), SNI (20.33$), SE (13.55$, finally) and some KIM (9.58$) I will probably stay a loner in KIM (a retail Mall REIT). I don't think that one is going to fold soon although I can see dividend cut. I don't like ALL very much, too many crappy Level 3 assets. I think TRV is a better play amongst the property insurance companies. I don't know much about MFC, the Canadian Life insurance company bugt they do have a solid reputation, so probably worth a closer look. These life insurance companies are really a leveraged way to play on spread compression in the bond market. MET also looks cheap again and is probably the most solid one at least in the US. Difficult for me to buy more financials with the way the stocks are misbehaving. I own some USB (starter position) and that looks sad enough. HNZ is another cheap food play worth a look. I'll put in an order for some to add to my rather large pantry area of my portfolio <g>.

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