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

To: Paul Senior who wrote (31612)7/25/2008 6:19:52 PM
From: Wallace Rivers  Read Replies (1) | Respond to of 78742
 
Just a heads up, I heard a talking head on CNBC yesterday, mentioned what I thought was a very interesting fact about auto insurers. Because mileage driven is down, insurance claims are also down, I think he said about 8%.
Just my .02.
I also like the DD mention here, with the solar component.



To: Paul Senior who wrote (31612)7/26/2008 9:20:53 AM
From: MCsweet  Read Replies (1) | Respond to of 78742
 
Insurers,

I unfortunately already got rid of SAFT. I also sold some SUAI (but kept a lot more) on the buyout announcement, which unfortunately they didn't accept, so the stock is back down.

I picked up more ENH. It sold off way below book on all the Midwest flooding (insures crops as one line of biz), but JP Morgan thinks that it will do ok. I hope they are right.

MC


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