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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (28573)10/17/2007 9:05:02 AM
From: MCsweet  Read Replies (1) of 78751
 
Paul,

How much subprime and alt-a does ORI own? Seems like lots of cheap insurers right now, at least on a book value basis, but there will be book value writedowns and decreasing margins.

I don't mind getting overweight this sector as long as no ticking time bombs. I have done ok buying up other beaten-up sectors before, including tankers last year and furniture makers a couple years back.

Thanks,
MC
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