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

To: hoyasaxa who wrote (21976)	9/1/2005 1:53:19 PM
From: Bob Rudd	Read Replies (3) \| Respond to of 78717

I picked up FLE & SGR yesterday. FLE went from 10.6 to 15.50 on last years hurricanes: 8/31/05 "a 50-member FEMA team was in Louisiana, MAKING PLANS TO BUY, ORDER AND MOVE HUNDREDS OF THOUSANDS OF MOBILE HOMES into the area." msnbc.msn.com FLE has 11 MH plants and 2 RV plant within ~800 miles of the affected area, but none in the affected area. media.corporate-ir.net SGR is a pipe bender & construction contractor Both have warts. I'm catching another amazing bounce on my small remaining position of STV which does roads and sewer construction...primarily in Houston, but could do same in affected area. Since I got it at ~3 and it's now $22, I'm psychologically indisposed to add more.

To: hoyasaxa who wrote (21976)	9/1/2005 2:34:28 PM
From: Grommit	Respond to of 78717

energy. energy. energy. resourceinvestor.com Subject 55547 finance.yahoo.com and BTU and CNX should do well as Nat Gas prices cause moves to coal.

To: hoyasaxa who wrote (21976)	9/1/2005 4:42:44 PM
From: Carl Worth	Respond to of 78717

doesn't make much sense to short insurance at this point IMHO stocks like HIG and SAFC (which i own) moved down initially but have already recovered, and whatever losses they have will be made up by increased premiums going forward, as well as by reinsurance two others that i owned, but fortunately sold last week to lower my exposure to the sector, are AHL and AXS, either one might be a buy on further weakness, as they both dropped quite a bit last year after the hurricanes, which was when i originally bought them...each one is trading a few bucks over tangible book, so not much risk and each pays a decent dividend one final idea, not related at all to the hurricanes, but still in the insurance arena, is MIG...they have 6 bucks a share in book value, and trade at 5.30 or so...they should earn close to .60 this year...reminds me of UHCO which was similarly attractive at 7 bucks two years ago, and is now at 23...not saying MIG will be another UHCO, but it certainly appears to be worth much more than 5 or 6 bucks