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To: - with a K who wrote (21753)7/23/2005 4:18:55 PM
From: doug5y  Respond to of 78753
 
Also picked up a full position of KEP ( Korea Electric Power Corp. ), which they also mention in the Barron's article. Very nice numbers there.

Cheers

-d5



To: - with a K who wrote (21753)7/24/2005 5:13:08 PM
From: tsigprofit  Respond to of 78753
 
AIG - from a chart perspective, I think it is being distributed.
I wouldn't be surprised to see it go back to 50, possibly even 45.
Enjoy this thread - lots of good ideas though.

t

>>
I was impressed with the directness and tone of the president's letter in the AIG annual report, which arrived recently. They are in a leadership position in most markets they serve, I recall. Plus it made me think of Tyco, where you have the solid businesses and a culture in the field of wanting to prove themselves and correct the damage a few senior people may have caused.