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Strategies & Market Trends : Value Investing

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To: Sergio H who wrote (16680)	3/25/2003 10:17:36 AM
From: Paul Senior	Read Replies (2) of 78618

ALU: when insurance is paid the stock could rise based on the large monies received. OTOH, companies are also valued as on-going businesses. ALU has sustained two significant rare events - those fires. (and each apparently tainted with suspicious causes) I just wonder what insurance company would reasonably insure ALU a third time, so I question the assumption of ALU remaining as an on-going business. I could be wrong but I'm betting now that there are better and safer investing opportunities elsewhere. jmo Paul Senior

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