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

To: Paul Senior who wrote (21015)	4/4/2005 9:57:38 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78666

re AIG - sold AIG and UVN flat this am. Regarding AIG I felt that the risk reward ratio at 52$ was not sufficient given the current state of affairs. With respect to UVN I felt that the current valuation is not all that compelling, in the entertainement space i prefer to add to my small Via.b position.

To: Paul Senior who wrote (21015)	4/8/2005 12:03:58 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78666

AIG , bought back into AIG ( at a higher price - sigh) after it appears unlikely that Spitzer will press criminal charges against AIG. That was the biggest concern regarding AIG since criminal charges are very damaging to any financial business. So i hope that Hank just massaged the numbers a little (2B$ is little for a giant like AIG) rather than cooked the books a la Worldcom. Going forward, this won't the the old AIG any more but still a very strong insurer, at least that's what I am betting on.