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

To: Paul Senior who wrote (14724)7/2/2002 1:32:28 PM
From: Dale Baker  Read Replies (1) | Respond to of 78705
 
Started a new long in reinsurance play IPCR, nice price-book value and EPS estimates as they write new business at higher rates this year.



To: Paul Senior who wrote (14724)7/2/2002 3:08:06 PM
From: Grommit  Read Replies (1) | Respond to of 78705
 
Paul,

I followed you cashing in CAG, and I did a little BL yesterday. I still like BL, since the fundamentals are there, but with insiders walking from the stock, I cut my posn back to a typical bet. I replaced their dividend with some TE.

quote.yahoo.com

index link of this and that:
quote.yahoo.com^NYA+^IXIC+^RCI+^soxx+^DJI+^DJU+^GSPC+^tnx&d=c&t=1y&l=on&z=m&q=l

cheers,


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