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

To: MCsweet who wrote (30309)	3/12/2008 10:23:07 AM
From: Paul Senior	Respond to of 78729

MCsweet, yes SUAI might work out okay given its current discount to stated book value. I believe I'll pass on it though. I'd rather fill my insurance plate now with larger beat-down companies that have a longer public history, have had more consistency in being profitable, and have generally increased their book value. In a beat-down sector, as I say, it's been impossible for me to determine a priori which company stock will do best when the sector turns. Very possible here that the weakest, smallest could be the best performers. Possible to see something like SUAI stock double or more, and do much better than the more well-known issues. (Assuming that there eventually is a recovery in the sector.) And of course, there could be something specific that drives SUAI too. I say "possible"; I don't know about probable though.