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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (51559)	5/22/2013 1:03:21 PM
From: Paul Senior	Read Replies (2) of 78644

I continue to add to positions: Today, more IONAF (INA.v) and CENJF. Also Australian MPO. finance.yahoo.com I like Statoil (STO) under p/e 9, and I added a few shares today to my small position. finance.yahoo.com Re. insurers. I've liked and have had Zurich Insurance for its Farmers Insurance Operations. I added a few more shares today. ( Possibly not a value stock; gaarp stock maybe.) finance.yahoo.com (Just saying I'd rather be holding/buying ZURVY than holding/buying FAF/FNF. Jmo, of course) Added to IEC. A profitable company generally. Having its accounting and exchange listing problems. finance.yahoo.com. Assuming some reversion to mean, the stock ought to at least (just imo) sell at stated bv (assuming stated bv is accurate) which is $4.22/sh (and has been growing) vs. stock price of about $3.63.

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