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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (11971)2/3/2001 6:47:50 PM
From: Paul Senior  Read Replies (1) of 78476
 
Jim Clarke, re. M. Whitman article. I see he likes RDN. That stock might work out okay long term. Do you (or anyone else here) have an opinion on it?

RDN is buying EFS, also a Whitman recommendation. As you know, EFS is a bond insurer, a small and poorer competitor to MBIA and Ambac which have been mentioned here several times. (Aside: oops. Sorry that I sold most of my MBIA (MBI) last few weeks-- figured wrongly, it seems, that MBIA would be dropping for quite a while due to bond exposure to California energy companies.)
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