SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (35483)9/28/2009 4:10:21 PM
From: MCsweet  Read Replies (1) of 78732
 
SAFT,

Paul, I am sticking with this one. I don't have a huge position.

The value numbers look compelling, and the company has been doing all the right shareholder friendly things in my book (dividend and buybacks), but there is a lot of company-specific risk particularly with GEICO entering their market.

I'd like to see how that plays out before selling out or perhaps even buying more.

Was there anything in particular that got you nervous on car insurance, or just overweighted?

Thanks,
MC
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News