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


To: Paul Senior who wrote (19075)4/11/2004 8:16:49 AM
From: John Carragher  Respond to of 78656
 
also ewj and amtd offered up on show.



To: Paul Senior who wrote (19075)4/11/2004 10:15:36 AM
From: Dale Baker  Read Replies (3) | Respond to of 78656
 
I have some April calls in ACGL, the 45's that may expire. I don't see a huge amount of upside compared to cheaper reinsurance plays like MXRE and SCT that I own.

Overall insurance should remain a good sector for value players.