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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (48979)12/28/2012 2:07:26 PM
From: Spekulatius  Read Replies (3) of 78765
 
Buys: DVN @51.52$ (add), NAV should be ~80$, possibly higher. They need to reign their spending, imo.
Sells: ASI @18.96$, cheap based on book value but very bad underwriting results. This is a very badly managed insurance company with entrenched and shareholder unfriendly management. I am using the recent strength to bail. FWIW, the last quarters earnings were entirely due to realized gains on their bond portfolio. I have had it with this stock.
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