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Strategies & Market Trends : Value Investing

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To: staring who wrote (57959)	9/11/2016 9:30:58 PM
From: Shane M	Read Replies (2) of 78915

Hi staring, thanks for sharing ideas. Of what you list I am long BRK.B and TRV. Re: TRV, I agree this is a reasonably priced, stable and operationally sound insurance company that pays a decent dividend. I'm fairly familiar w/ P&C insurance industry, and when I compared many of the companies TRV stood out as the best value for what I'm looking for. (Chubb used to be my favorite, but not sure what happens w/ them after Ace buyout - hopefully the culture survives). I'm keeping an eye on some deterioration in loss performance here w/ TRV recently, but historically they've made good decisions with how to manage their risks. I've placed this in a taxable account, so I view it as a longer term hold that generates some div income. I've been long a couple of your refiners VLO and WNR in past, but sold and have determined to stay away due to high gasoline levels and the exporting of oil removing one cost advantage they had w/ captive oil. In the end, I realize I probably don't understand the dynamics of the business well enough, so have stepped aside for time being.

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