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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (9573)	6/23/2008 10:58:58 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 33421

John: AIG is diversified so should survice its financial product mistakes (more to come but I doubt they go bk, C is in worse shape than AIG). CI the healthcare model will be tested in this environment (I follow AET more). TRV is a cash cow and even with pricing pressures (insurance premiums are under pressure with cost rising) this is the time of year to be light the insurers. Its CAT season and we are due for a CAT on the east coast. NYSE BP is in O's. On TXN I think we can have more panic by this fall if the retest of the March lows fails to the downside.

To: John Pitera who wrote (9573)	6/23/2008 10:59:34 PM
From: Logain Ablar	Respond to of 33421

John: AIG is diversified so should survice its financial product mistakes (more to come but I doubt they go bk, C is in worse shape than AIG). CI the healthcare model will be tested in this environment (I follow AET more). TRV is a cash cow and even with pricing pressures (insurance premiums are under pressure with cost rising) this is the time of year to be light the insurers. Its CAT season and we are due for a CAT on the east coast. NYSE BP is in O's. On TXN I think we can have more panic by this fall if the retest of the March lows fails to the downside.