SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (31453)7/11/2008 12:26:58 PM
From: Madharry  Respond to of 78671
 
leh fnm fredde mac just getting crushed. at some point the survivors should do ok . of course i though that abk and cfc were good buys way higher than they are now. aib down 10%. im now down 25% on that one in about 10 days. plg.to up 6.5% today. I still think this is an incredible bargain. of course ive felt that way about sil too as it keeps plunging.



To: Paul Senior who wrote (31453)7/11/2008 1:52:55 PM
From: Lazarus  Read Replies (2) | Respond to of 78671
 
this is a Hail Mary market for many longs...

I just bot some TGC and am adding finger crossings to prayers.



To: Paul Senior who wrote (31453)7/12/2008 12:26:18 AM
From: Spekulatius  Read Replies (4) | Respond to of 78671
 
HIG, Credit Suisse has a report out there (accessible through E*Trade) that compares the balance sheet of various insurers, HIG amongst them. HIG was one of the uglier ducklings there. MET looked pretty good as well as Prudential.

MET is a little more expensive than HIG based on PE but in times like those balance sheet strenght and integrity trumps valuation, IMO.