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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (22345)10/30/2005 11:13:57 PM
From: muwis123  Read Replies (1) of 78667
 
Reinsurers - PTP and IPCR

I think both of these companies are good values here with limited downside and are leveraged to the improved pricing outlook expected for the industry. They should see decent book value growth in the mid to high teens range with some moderate multiple expansion.
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