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

To: Paul Senior who wrote (21972)	9/6/2005 11:13:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78732

OT: Fwiw, sold recent purchase of TGIC, a residential private mortgage insurer. I can't scope extent of Katrina's effect on company. I assume company is well-diversified, but Katrina destruction is so severe. FUD (fear, uncertainty, doubt) just got me. Company has had good history, and stock has been hovering at lows. Might be a good buy for gutsy players. I'll step aside for now. ---- Started an exploratory position in Camden Properties (CPT)which is a "multifamiy apartment community" reit. Their Houston properties now have no vacancies - an unusual situation. (which may or may not be of any consequence given the company's diverse holdings) finance.yahoo.com