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

To: ValueAmigo who wrote (37439)	4/19/2010 5:46:01 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78751

ValueAmigo. Most of these stocks have been mentioned here before, some many times. My comments: SEB. I have a position. Tough year for those guys, according to their annual report. Maybe at 1250 - just an arbitrary point - I might add more. ATPG. It doesn't "need a pullback" imo. VOD. I'm considering. Have traded VZ. Like VOD better for a value proposition because of the VOD-VZ relationship & VOD being wireless. CNO. Haven't looked at it in a while. KCLI. ditto. Likely will pass. Have enough of these type insurers already. NE. I like it. High roe, low p/e. I hold a position. NWLI. Have held a position for many years. Just going through annual report now. Also holding ANAT which is also run by the Moody family. NWLI alwayslooks like an undervalued insurer imo, because it always trades under stated book value. OTOH, however, stated book value increases most years, and I do expect stock to rise commensurately. AOI. I figured as long as I'm holding several tobacco stocks, I might as well hold aoi too. In since '05, I occasionally trim position. Likely will exit if stock gets above $6 again. Seth Klarman's buys are inexplicable to me generally.