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Strategies & Market Trends : Value Investing
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To: doug5y who wrote (21752)7/23/2005 3:57:37 PM
From: - with a K  Read Replies (2) of 78748
 
I was impressed with the directness and tone of the president's letter in the AIG annual report, which arrived recently. They are in a leadership position in most markets they serve, I recall. Plus it made me think of Tyco, where you have the solid businesses and a culture in the field of wanting to prove themselves and correct the damage a few senior people may have caused.

Thanks for the Barron's piece. I too remain long.
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