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Strategies & Market Trends : Value Investing

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To: Shane M who wrote (6811)	4/17/1999 12:31:00 AM
From: Paul Senior	Read Replies (1) of 78568

Thanks Shane. I'll watch real close before I step up to buy. Progressive and AIG are real powerhouses -- great companies and great stocks IMO. They always seemed too expensive for me. My mistake. I still hold a full position in CGI - dominant auto insurer in Mass. Nice div. yield. Also I've added recently to my positions in SKP and NWLIA. Below book value growers. As regards AIG, I own a small amount of TRH, which ever-so-slowly, seems to be being acquired by AIG. AIG are also adding to their position in TW. Seems like the auto insurance co's I follow are all suffering. Maybe Progressive and Geico and Internet are eating everyone else's lunch. regards, Paul

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