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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (30249)	3/6/2008 12:09:12 PM
From: Paul Senior	Read Replies (1) of 78704

Financials. Madharry, fwiw, I'm adding small now again to AFG. Insider buys by Carl Linder (whom I am wary of) continue: finance.yahoo.com Stock is dropping as are so many others. Insider buys will bring me in for more buys though. Same basic idea with this though as with other insurers I am buying: Generally rising book value. Stock selling at relatively low p/bk -- both relative to its past p/bk numbers and relative to an absolute p/bk of 1.

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