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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (19091)	4/21/2004 9:18:07 PM
From: Spekulatius	Read Replies (1) of 78634

Portfolio update - bought some PRE @55.6$, an Bermuda based reinsurer. Incidentally, there is a pretty good article about RNR, one of PRE's competitors in the FOOL: fool.com According to this source RNR's LT growth (enabled through above average profitability has been 20%, which is better than PRE 13-15% over a similar 10 year period. If this works out the same way going forward, RNR higher book value premium (60% versus 30%) would be well worth paying for. I'll keep RNR on my watch list for now.

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