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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (42727)5/19/2011 12:37:07 AM
From: Spekulatius  Read Replies (1) of 78673
 
re TRH - well I think with respect to TRH, Einhorn is coat-tailing me :-). TRH seems on of the cheapest plays in terms of Tangible book in % of market cap. AWH is at about 90% and RE at about 80%, TRH stands at 66%. Maybe this is due to their tracdk record. I initially bought this one as a spinoff play too (majority of shares was owned by AIG). I think their books are conservative (it surely shines through their annual reports and many value investors seem to agree). I think it will do OK over time with occasional lumps along the way. Other plays may just be as good, as i said before the whole sector is cheap.
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