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

To: Jurgis Bekepuris who wrote (30144)	2/22/2008 12:08:55 PM
From: Paul Senior	Respond to of 78683

I take another view of the insurers. I assume by this time if there's a material affect with subprime stuff/other toxic which the insurers might hold, the insurers should be aware of it and should be making this known to investors. Where I don't see such announcements, where I see insiders buying or value investors buying, and where the p/bk looks attractive, I am buying such insurance stocks if/as they drop in price to near lows.

To: Jurgis Bekepuris who wrote (30144)	2/22/2008 7:26:08 PM
From: gcrispin	Read Replies (1) \| Respond to of 78683

NTWK had some insider buying today. insidercow.com

To: Jurgis Bekepuris who wrote (30144)	2/25/2008 11:26:06 PM
From: Spekulatius	Respond to of 78683

Jurgis, GE's financial arm contributes about 1/3 of GE's operating earnings. A good deal of GE's financial arm is tied to GE's industrial operations (leasing, infrastructure finance). i think that part is fairly low risk. The consumer finance part may be affected but i do not think that we will be seeing so sort of large writeoffs we have been seeing with banks. The favorable aspect for GE is that they still have their AAA rating (and i think they will keep it). With most competitors ratings being downgraded that is a significant advantage for GE's financial operations.