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

To: Madharry who wrote (37149)	3/29/2010 10:53:52 AM
From: Walter Bagehot	Read Replies (2) \| Respond to of 78666

Paul Senior - EnStar - I agree it looks good, and the signs are healthy - I'll think about going into it over the next day or two perhaps. Seems like some of the run-off businesses we have in the UK - generated some value when it was in vogue but seemed to peter out... Thanks for the link back to the September post - handy. Apologies I had not picked up on the past past, but found it hard to get through 37,000 posts I have missed in the past 14 years! I'm not too familiar with financials such as COWN, so forgive me if I am being at all slow...! phx.corporate-ir.net Is there any information on these $8bn of assets that you mentioned that you can link me to? I presently see a market cap of $332m and a balance sheet that is below that value by most measures I am used to; or is Reuters unable to pull through financial information? Seems like a short history, so I'll pass on this one, but certainly not a highly-traded or noticed stock, I agree. Running up to 5-past limit for new members, so might be out until tomorrow am. Best, Alex

To: Madharry who wrote (37149)	3/30/2010 9:48:16 AM
From: Spekulatius	Respond to of 78666

re COWN. This stocks looks interesting although I am not quite sure what they re doing <g>. Their business is pretty dependent on the capital markets so I assume it will fluctuate wit the markets. Since we are in overbought territory here as far as general markets are concerned, I'll put a limit order down a bit lower than the current prices 5.3X$ range and see what happens.