SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Paul Senior8/31/2005 2:52:47 PM
  Read Replies (1) of 78729
 
I'll take a small amount of Triad Guaranty (TGIC) at current price. Wonderful profit margins and relatively low psr, low p/bk, increasing book value every year, decent roe for the price of the stock. It could be a growth/value stock (whatever that is -g-).

The problem I sense is that this company is a small private-mortgage insurer. Which means things go good when times are good, but if/when times are bad the company's business and business model might go most horribly bad.

Small bet only; I'll average in a little if stock continues to drop on no adverse news.

finance.yahoo.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext