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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (54211)8/1/2014 10:27:56 AM
From: Paul Senior1 Recommendation

Recommended By
Spekulatius

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AXS, others: Following you in AXS with a tracking position for now. This insurer seems like it has better prospects than my two previous picks of AFL and CB (both of which I am in the red with now).

UTX. I hold a medium size position -- purchased too soon apparently.

ALLY may be down because of some reports that car purchases have increased enough now to where US people are moving from "our car is old/tired and we need a more reliable/better one" to "if a car attracts me maybe I'll want to replace what I have". I say this because I notice the sector - car loan business - seems to be down in general. In my view anyway as reflected by CACC and CRMT in which I have positions.
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