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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (4436)7/22/1998 9:55:00 AM
From: Paul Senior  Read Replies (1) of 78704
 
And with an analysis similar to UNMG, I am adding to my position in PFG (Penncorp Financial). An insurance company, profitable with bv of $22, but having some difficulty selling a division. (This will cause bv to drop - I guess to about 19-20.) Lewis Glucksman (he of Solomon Bros -and fired by Buffett) is Chairman of PFG Exec. Committee.
Co just announced it is receiving a cash infusion by outside investors at bv. Stock has dropped rapidly prior to(in anticipation of?) this announcement. Now trades at 13.1/2. That's too low -- too far below bv -- IMO. So substantially increasing my position in PFG at these levels. FWIW. Paul Senior
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