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

To: Paul Senior who wrote (13813)1/29/2002 6:16:24 PM
From: Keith J  Read Replies (1) | Respond to of 79131
 
Buys today:

AOL @ 26.68 (promptly covered with Feb. 27.50 call @ 0.70)
MIR.PR.A @ 29.55
TYC @ 35.58 (promptly covered with Feb. 35 call @ 3.40)
WMB.PR.I @ 21.60

KJ



To: Paul Senior who wrote (13813)2/6/2002 4:18:38 PM
From: Paul Senior  Read Replies (1) | Respond to of 79131
 
Adding a little more TWK to my position today.

Stock looks undervalued to me based on historical financials. I am hoping that TWK's being a Lloyd's agent and member has not exposed the company to horrendous, unmanageable long-tailed losses which I've read have befallen Lloyd's members. (No evidence of this as a potential problem has been reported by the company or the media, as far as I know.)


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