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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (51473)	5/6/2013 10:04:16 AM
From: Paul Senior	Read Replies (3) of 78470

I pulled my RGA order because the stock moved up away from my price. I'll follow you here now though with a small buy (an add to my position). My calculation of fair value shows about $87 now, so with stock price at about $63 it's still a value (to me). My calculation of fair value for this insurer is based on stated bv. If/as RGA's stated bv continues to increase over time with no commensurate increase in stock price, in my view the discrepancy between price and value will increase. I'll bet both the stated bv and stock price will be higher in18-24 months. finance.yahoo.com

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