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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (29630)5/6/2008 4:08:11 PM
From: Paul Senior  Read Replies (2) of 78464
 
Spekulatius. Reinsurers. Your (and W. Buffett's) pick of SWCEY turned out far better than my choice of FSR. Looking at those two stocks now again, SWCEY is still below stated book value. I'm still apprehensive about entering though, especially as stock has moved up, and I don't know if its write-offs or write-downs are over.

FSR - being new and untested - has its problems. Quarterly report though, seems positive to me. I'll add a few more shares to my exploratory position.

biz.yahoo.com
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