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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: Lee Lichterman III who wrote (32308)	10/8/2000 4:59:52 PM
From: Logain Ablar	Read Replies (1) of 42787

Lee: The commercial insurers have been able to push through price increases. The reinsurers are also coming around but not as strong (premium rate increases not stock prices) and the personal lines are still week (rate decreases may have bottomed but we are not seeing significant increases). Also personal lines will take some sort of hit from the Florida floods (auto lines not homeowners). With all the financial liquidity I'm still not sure if its safe in reinsurance and without a large CAT to soak up some of the liquidity I'd still wait to invest in this area (but notice how much of a run the sector has had since March so I missed the boat and take my comments with a grain of salt). On generics they will win no matter who wins the election. FDA will cut back on some of patent extensions previously allowed to the drug companies. While I'm not a fan of the way the democrats seem to be presenting the issue on high drug prices some of the examples do seem to indicate the drug companies could use a little more competition. The generics seem to be the way to go. Tim

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