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

To: Paul Senior who wrote (33960)3/26/2009 4:00:31 PM
From: Dale Baker  Respond to of 78728
 
The guy who rec'd AZM to me backed off due to fears of East Europe exposure; I never bought AZM or looked into it much further. That's just one possible warning flag to keep an eye out for.

I have plenty of European financial exposure in other things now.



To: Paul Senior who wrote (33960)3/26/2009 11:26:44 PM
From: Jurgis Bekepuris  Respond to of 78728
 
AZM was a buy at $8 or $10 when it dropped there on the overall panic. Now at $16 it's half the yield for the same risk. With my purchases of DCE, IDG, IGK, RBS-N and BCS-C at lows, I'd rather not buy AZM here.



To: Paul Senior who wrote (33960)9/29/2010 1:35:15 AM
From: Paul Senior  Respond to of 78728
 
Thanks, thread, for commentary and assistance given regarding Allianz 8.375% Perpetual last year. In at $13.05, I sold my position yesterday at $26.50/sh.


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