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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (30844)5/6/2008 6:12:43 PM
From: MCsweet  Read Replies (1) of 78523
 
OPMR,

I gave up on OPMR as well. Too many cheap companies with marginal business models. In this kind of environment, those are a dime a dozen.

Thanks for the below-book insurance recommendations.

I still think SUAI is interesting here, with buyback slated to kick in after they announce earnings (they announced buyback period starting April 15, but they can't start buying back going right into the upcoming earnings release). With 40% discount to tangible book, we could just live off the portfolio investment income as long as they don't take major hits on insurance reserves.

OTOH, I was very wrong on NAHC and only made some money back after buying a lot in December at very depressed prices.

MC
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