Don't know why I sold AHL, anializer, but I did. Yahoo still shows a number of well-known value investors still in it, and it may still be a buy at current price. I'm holding a bunch of various insurers (p&c, reinsurance, specialty), so I'm somewhat reluctant to add yet another.
NUHC still undervalued as I view these distributors. Although...I am suffering with NUHC. Have shares purchased in '07, '08, '09 and overall, am underwater in the small position I have. Fwiw, ARW & AVT, the giants in the field, keep advancing. I have been out of these two for a while. Goofed with small RELL: it was - imo - undervalued a week or so ago, but not now (again, imo, by the way I buy these). Had I put it on my watch list again, I might have reentered in prior weeks or months.
finance.yahoo.com
Apparently demand for computers and such will be up this year (Intel is supposed to have a good year, I've read), and there may even be some pricing power somewhere, because supply of components is down (I've read). That might give electronic component distributors some pricing power (assuming they themselves have or have access to the componentry). |
