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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (36583)	2/5/2010 12:54:51 AM
From: Spekulatius	Read Replies (2) of 78751

Lot's of stuff to buy: HCBK -good regional bank stock ATPG - seems cheap enough here, starter position More MRO, IPHS, NAVG, ASI Also added some HALL yesterday, an interesting small cap insurer. The CEO is/was a hedge fund manager and tries to run this as an investment vehicle and also looks to achieve best in class metrics (combined ratio). Trading at 0.7x tangible book here.

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