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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (20919)3/22/2005 1:59:40 AM
From: Paul Senior  Read Replies (1) of 78667
 
AIG. I'm holding on to my small position. Most of my recent buys were in '03 at prices between $56.53 and $59.72. I also made two very small buys in '04 at $60.84 and $69.90 (What possessed me?). I'm a little hesitant now, but I'll likely add if stock drops around $55+ level.

Not often can you get this stock under 2x book. Psr is relatively good too. Very good net profit margins every year - maybe those results will continue. I don't like historical and current ROE though: should be higher than 13%-15% if one has to pay up-- 2x book value-- for the stock. OTOH, you get one behemoth business - increasing book value, international presence, 86,000 employees. All just my evaluation and opinion, and I could continue to be wrong.
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