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Strategies & Market Trends : Value Investing

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To: Allen Furlan who wrote (7784)	7/18/1999 11:54:00 PM
From: Paul Senior	Read Replies (2) of 78783

Yes, I briefly looked at Stewart. I chose CTZ because I fell for the received wisdom that title insurance company stocks will fall as their earnings drop which will happen because business will fall off as interest rates increase and/or the housing boom ends. I figured there might be some protection because of CTZ's relatively high dividend. I also looked at FAF which is (or was) a big holding by Marty Whitman's fund. The Barron's investor likes STC because it is more a pure play in title insurance. I like CTZ because it is actually becoming more like FAF - diversified in home warranty, etc. quote.yahoo.com Maybe the reality is that the pe's are so low (relative to market) on all three of these companies that they will all turn out to be good buys-- or else they will all turn out to be stinkers. Still long CTZ, Paul.

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