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

To: Junglekings who wrote (29338)12/21/2007 4:26:38 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78462
 
TBAC - a maybe. I don't like inventory net-nets, since inventory can always be discounted at least 20%.

NWLIA - The reason I don't invest in insurers is that you cannot know what the heck are their assets and liabilities. NWLIA 10Q is a good test case for anyone interested in investing in insurers:

yahoo.brand.edgar-online.com

If you can tell me what the heck are their assets and are they really worth what they claim + whether their liabilities are not understated, you can be an insurance investor. Otherwise, run the other way. Sorry, but I will be running. :)



To: Junglekings who wrote (29338)12/22/2007 9:40:17 AM
From: MCsweet  Read Replies (1) | Respond to of 78462
 
Junglekings,

Thanks for the post. I might need to take another look at old friend RSC.

I have been buying NAHC, IMOS (recent board recommendation), SCVL, MNDO, GEHL.

MNDO and SCVL have had a nice bounce recently, but MNDO still a probable 0.20 divvy next year.

Best,
MC


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