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Strategies & Market Trends : Value Investing

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To: Gold Panner who wrote (12968)	8/22/2001 12:29:11 AM
From: Paul Senior	Read Replies (1) of 78526

Plenty wrong with ESREF. I'm still holding on though. Writedowns and losses continue. Here's my take on the negatives with the company and business: Message 15689667 For me, I'd only consider owning ESREF as a very small position within a well-diversified portfolio. And/or perhaps split the bet on ESREF with a bet on other downtrodden insurance stocks. CNFL comes to mind in the microcap arena. Maybe UNAM might work. Maybe IPCR, which has recovered from its lows and might still have some upside with less business risk. All have their problems, imo. Perhaps one of the larger cap. insurance companies that has been mentioned on this thread recently might be a suitable offset risk to ESREF. Paul Senior (aside: I have positions in the stocks I've mentioned above, but please don't assume I'm making a recommendation - I'm only mentioning these stocks as possible examples from my perspective of what you might look at to review for additional or alternate choices.)

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