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

To: Paul Senior who wrote (37441)	4/19/2010 8:10:00 PM
From: ValueAmigo	Read Replies (3) \| Respond to of 78751

thanks. RE seb the hog market has faced three years of hell. recently the shipping business has struggled (any interesting shipping stocks besides seb?), but smart operators like seb build value during these times. seb used to trade at 50-70% of book value now it trades at or above bv. if the hog market turns up strongly and shipping rebounds slightly seb will have a good year. can u give anymore insights into atpg? I sold anat on the huge runup. thinking about flipping out of wtm if it moves up closer to $400 and rotating into something cheaper? cno? if the economy recovers more this one should benefit but if it falls back into recession it could be a little different with this one. anyone looking at anything in the housing related stocks now in anticipation of a recovery maybe in a few years. not much has to happen to send these stocks upwards.

To: Paul Senior who wrote (37441)	4/23/2010 1:50:06 PM
From: ValueAmigo	Read Replies (1) \| Respond to of 78751

A undervalued insurer that weathered the credit crisis quite well and even got an am best credit upgrade to A during the crisis period. at 60% of book value this one just needs to close the gap to be profitable. NWLI invests mainly in corporate bonds and did not suffer the large losses of the other insurers. mainly a life and annuity insurance company. Run by conservative folks. The bid ask can be wide and the share price can be quite volatile. the firm had two lawsuits against it, one settled for 17 mil and another outlier lawsuit had some ridiculous jury award over $100 mil which will be overturned. Got to believe this is what is holding it back from creeping higher. check it out for yourself. In at much lower levels but 60% of book for A rated conservative insurer seems a little ridiculous. It does tend to trade at a discount to book value because of the smaller float and closely held family run business.expect the gap to close to something like 85-90% of growing $307 book value eventually. love these high priced boring stocks.