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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (42151)5/24/2011 3:04:06 PM
From: Spekulatius  Read Replies (1) of 78519
 
BAC @13.31$ AGII (add) at 29.02$
re BK - i wished i had trimmed some of my shares too. I am staying put at current prices, it has been a disappointment.

I did buy a little BAC and added some AGII, the reinsurance company. Both have some fat tail risk, actually with BAC the risk is not really with the tail, it is with the body <g>. Still it is cheap enough to take a flyer on it, imo and I am willing to add more.
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