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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (13130)	9/28/2001 3:42:07 PM
From: Brendan W	Read Replies (2) of 78507

hi, paul... raising cash by selling bonds and trimming REITs. Adding to UNUMProvident (UNM), the leading disability insurer, at $25. Book is around $24, PE around 10x. I have thought for a year this stock is worth $40+ but the market keeps informing me that I am missing something. Anybody looking at The Limited (LTD)?

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