Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (5455)	12/18/1998 1:04:00 AM
From: Madharry	Read Replies (1) of 78683

I can't figure out mmi's business well enough to know if they have a good handle on the health risks that they are insuring so I can't trust the book value. good luck with it . I like assets that I can quantify like cash, receivables, stock in other businesses, or ownership of some other business that could be monetized at some future point. I hate companies with lots of reserves unless they look conservative and predictable. If you like insurance you might want to take a look at mny or cna. BTW UBB also has a large insurance subsidiary they are partners with AIG, and the insurance business will grow much faster in Brazil than in the US.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next