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Strategies & Market Trends : Value Investing

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To: TimbaBear who wrote (15064)	8/5/2002 10:50:42 PM
From: Spekulatius	Read Replies (2) of 78550

I established a position in Allianz (ADR Ticker: AZ) today. I do follow my guts more than I have been doing stringent research here. AZ is the leading German insurer with worldwide operations and vast industry holdings. The company is 100 years old and has traditionally a very conservative accounting and huge reserves. Another plus is lack of dilution due to stock options. AZ is trading below book, I have been following this German bellweather for 20 years and cannot remember it being that cheap. I do believe that AZ risk is higher than in the past due to exposure to banking (Dresdner Bank) which is struggling right now, however core insurance franchise is intact.

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