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

To: Paul Senior who wrote (35483)9/28/2009 4:10:21 PM
From: MCsweet  Read Replies (1) | Respond to of 78740
 
SAFT,

Paul, I am sticking with this one. I don't have a huge position.

The value numbers look compelling, and the company has been doing all the right shareholder friendly things in my book (dividend and buybacks), but there is a lot of company-specific risk particularly with GEICO entering their market.

I'd like to see how that plays out before selling out or perhaps even buying more.

Was there anything in particular that got you nervous on car insurance, or just overweighted?

Thanks,
MC



To: Paul Senior who wrote (35483)11/3/2009 9:46:53 AM
From: MCsweet  Respond to of 78740
 
SAFT keeps growing its book, buying back shares, and paying a dividend.

They do all the right things. Even with the GEICO competition coming in, I am tempted to pick up some more shares.

MC


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