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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (8252)	9/14/1999 12:41:00 AM
From: peter michaelson	Respond to of 78825

I'll buy that deal, Paul. Thanks. Buy CTZ for $40 to get $52 worth of FNF that is selling below book value. I'll have to check into it. Thanks. peter

To: Paul Senior who wrote (8252)	9/15/1999 12:22:00 AM
From: James Clarke	Respond to of 78825

<<Another stock in the title insurance business should also be evaluated by potential value investors, imo. And that's FAF. There are other companies out there too, but I've focused my attention on FAF. FAF is (per Yahoo) selling about at book value, has (right now anyway -g-) a very good ROE, sells at its lows (they all do), has some cash and not too much debt. It's also twice as big ($3B sales) as FNF and more diversified (outside of just title--which may or may not be a positive). (I've posted here that I've started a position in FAF.) >> If I recall correctly, FAF also has massive insider buying over recent months.