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

To: Spekulatius who wrote (30139)2/22/2008 11:51:51 AM
From: Jurgis Bekepuris  Read Replies (3) | Respond to of 78670
 
I also bought a tiny position in NTWK.

GE - I am not sure how to value this one. I am surprised you like it when it has a large financial arm where all kind of shoes may drop.

I got some SWCEY on Buffett investment, but I won't touch other insurers for the same reason I won't touch non-Buffett banks: I have no clue what skeletons can be in their closets. I assume Buffett does much better DD on banks and insurers than I could possibly do.



To: Spekulatius who wrote (30139)5/1/2008 12:08:22 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78670
 
I added a bit to SWCEY and E today.



To: Spekulatius who wrote (30139)5/8/2008 4:34:22 PM
From: Spekulatius  Read Replies (2) | Respond to of 78670
 
AIG - if you do own it now it's a sell @44$, IMO. Equity offering and the high loss plus the large drop in book value (due to additional unrealized losses is very disconcerning. I do not have a position in it any more (sold during the runup). Worth a look again under 40$, maybe.


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