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

To: Dale Baker who wrote (19081)	4/13/2004 1:27:20 AM
From: blankmind	Read Replies (1) \| Respond to of 78652

If anyone cares - the 3 stocks i recently recommended have all gone done about 5-10% - due to the rising interest rates - for instance, the 10 year T-bill has gone from about 3.75% to 4.25% - but here goes in case you're of the belief, as i am, that these banks & lenders will make money regardless of interest rate movements: - INV - American Residential - INV is basically just a successful loan syndicator - $8.44 - CSBK - Clifton Savings Bank - a regional bank in N. Jersey - $12.80 - SYNF - Synergy Bank - regional bank in Central NJ - $10.20

To: Dale Baker who wrote (19081)	4/16/2004 1:52:30 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78652

Overall insurance should remain a good sector for value players . I have been somewhat hypocritical of insurance company but i skimmed through some stocks. My best finds are PRE and ACE. PRE has similar value metrics (P/E, P/B) than MXRE but is bigger, has better credit rating and a 10 year track record. ACE seems to be a small AIG in the making. I am watching both, Right now,I am somewhat leery of insurance because i suspect that some of the companies will cough up some blood due to the bond massacre. However, I do agree that there is decent value in the sector and I would like to get in (at lower prices).