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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (19964)10/26/2004 2:35:33 PM
From: Larry S.  Read Replies (2) of 78656
 
MMC - MArsh McClennan rallying back towards 30 on news of new CEO and no criminal charges from Spitzer. Stock now has divi yield of over 5% and PE of 10 (which will go up as write offs occur)- i see MMC as another TYC/CD/EDS and the value guys will be sniffing around it soon. i have a small position, and one in AIG too that i've entered in the past two weeks. larry
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