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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (42823)5/26/2011 2:03:54 AM
From: Spekulatius  Read Replies (2) of 78548
 
Jurgis, why did you discount ENH - the chart looks like my kind of stock. They bought back huge amount of shares during the last few years at a discount to book. They also claim (pretty credible) a 12% annual book value/share growth. Their book value grow from 28$ in 2006 to 52$ in 2011 - this does not look bad at all. Their losses from the last streak of catastrophes seem inline as well. I can't find much wrong with the stock.
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