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

To: Paul Senior who wrote (42969)	6/10/2011 3:35:18 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78748

If you have in mind NWLI (there is no NWLA ticker), its book and book-per-share both have increased at 9% annual over last 9 years. A bit worse than AHL. OTOH, NWLI is a life insurer, so they did not suffer the losses that all cat/re insurers suffered in Q1. No positions in either. I think both are OKish as a part of basket if insurers will ever get back in favor. Of course, neither company is on the top of insurers book or book-per-share growers.

To: Paul Senior who wrote (42969)	6/10/2011 3:38:20 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78748

With market down over 150 (Dow), I'll take it as an opportunity to increase positions. Added to auto retailer Sonic (SAH) Added to insurer, TRH. (I've more confidence in this one than I have in understanding of reinsurer AHL. Not that having confidence is a requirement for me though.) Added to Canadian oil fracing service company, CYSVF.pk, Canyon Services. Booming business, good profits, low p/e. I started a position in Ingram Micro (IM) -- just a few shares. Low p/s. Also generally rising stated bv. More cash than debt (per Yahoo). Has low profit margins-- which are to be expected from a distributor. IM falls into my value box for these type companies. -------- Aside: Back into Akamai (AKAM). It's no value stock though. --------- All buys just for a few shares. More I expect if market falls further in coming days (daze?) finance.yahoo.com