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


To: Paul Senior who wrote (36502)6/10/2011 1:04:24 AM
From: Spekulatius  Read Replies (2) | Respond to of 78748
 
re AHL @25.5$ - this one was pointed out to me on another board and I like it enough to buy a position right away. it trading at 62% of tangible book, seems cheap enough for a somewhat diversified insurer. I like that they buy back shares below tangible book too, they reduced the sharecount by about 20% since Y2006.



To: Paul Senior who wrote (36502)12/1/2011 8:00:40 PM
From: Paul Senior  Read Replies (2) | Respond to of 78748
 
Reentered electronics distributor, RELL, for a starting few shares.

Stock has been discussed here before.
siliconinvestor.com

I like RELL because it has relatively lots of cash, no ltd, and again trades under stated bv.

finance.yahoo.com