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Strategies & Market Trends : Value Investing

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To: Suma who wrote (21018)	4/2/2005 3:53:05 PM
From: Paul Senior	Read Replies (3) of 78705

MBIA Inc. (MBA). Another insurance company with apparently over-the-top managed-earnings run by maybe sleazy/arrogant/greedy managers. Very disappointed to read the negative article in today's Barron's. Fwiw, in past years I had had a running commentary here with Jim Clarke (now a fund manager, I believe) about his choice of municipal insurer, ABK vs. my pick of MBI. ABK always seemed to outperform MBI as regards stock performance. finance.yahoo.com Eventually I learned and came to buy some ABK also. In addition, I have a position in RDN, and as of last year, a few shares of AGO. Maybe the field's too crowded, and MBI managers are stretching too hard to meet expectations of stockholders or Wall Street. I have been considering whether I want to continue holding MBI given its apparent current troubles, and the Barron's article likely will encourage me to make some sort of decision. finance.yahoo.com

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