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Strategies & Market Trends : Value Investing

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From: Paul Senior	3/1/2010 11:56:12 AM
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In TRH at the open for a starting position. Decent report from this insurer ("an absence of significant catastrophe loss activity" always helps -g-): finance.yahoo.com Book value's shot up: "For the full year, operating ROE was 14.3% and book value per common share grew 26%." For stated bv, that's about $61/sh vs $48 at year-end '08 and $51 for '07. Stock's about $50 now, so trading below stated bv. P/e 7. '05 was the only loss year in past ten. With the stock down in '09, the p/e was 6. In past years stock has traded above stated book value and at p/e's of 9 or higher. TRH has increased its dividend every year for many years ("Dividend Achiever"). It remains though, a puny 1.6%. I am hoping and betting that the '09's results I see show that the financial crisis that's affected so many companies and stocks is now behind them, and that at some point, the stock will show an improvement from here.

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