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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (6803)	4/19/1999 3:02:00 AM
From: John Stichnoth	Read Replies (2) of 78567

Paul, I've read shane's reply on ALL, and I concur. There is something going on at ALL that doesn't look good. Earnings growth has definitely slowed, and the market seems to think that ALL has some real hurdles--like Geico, AIG, etc. ALL's PE is certainly attractive, but there are other insurance names with beaten down PE's as well. I haven't really investigated, but maybe a Conseco would offer more upside potential, given reasonable PE and well-defined issues in the Greentree Financial unit. Just a thought. BTW, I'm overweighted in insurance; esp. AIG. Have some ALL that I've had for a couple of years.

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