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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (44207)	9/4/2011 7:09:50 PM
From: MCsweet	Read Replies (1) of 78595

I have only taken a superficial look, but there seem to be many insurers with PEs < 10 and selling below book. This may be below book, but that PE is high (> 20 for past twelve months, this year estimate, and next year estimate), which doesn't get me excited. If it gets to $385, I think it is a good speculation on getting taken out on the dutch tender offer, since the range is 385+ and there is an odd lot provision. What I like most is a trade that is both a good speculation and a good investment. In that case, I'd stick in a higher bid, being content to own it if the tender price wasn't satisfactory. MC

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