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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (31612)7/26/2008 9:20:53 AM
From: MCsweet  Read Replies (1) of 78748
 
Insurers,

I unfortunately already got rid of SAFT. I also sold some SUAI (but kept a lot more) on the buyout announcement, which unfortunately they didn't accept, so the stock is back down.

I picked up more ENH. It sold off way below book on all the Midwest flooding (insures crops as one line of biz), but JP Morgan thinks that it will do ok. I hope they are right.

MC
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