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Strategies & Market Trends : Value Investing

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To: Dale Baker who wrote (19081)	4/16/2004 1:52:30 AM
From: Spekulatius	Read Replies (2) of 78644

Overall insurance should remain a good sector for value players . I have been somewhat hypocritical of insurance company but i skimmed through some stocks. My best finds are PRE and ACE. PRE has similar value metrics (P/E, P/B) than MXRE but is bigger, has better credit rating and a 10 year track record. ACE seems to be a small AIG in the making. I am watching both, Right now,I am somewhat leery of insurance because i suspect that some of the companies will cough up some blood due to the bond massacre. However, I do agree that there is decent value in the sector and I would like to get in (at lower prices).

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