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

To: Spekulatius who wrote (42989)8/1/2012 4:06:34 PM
From: Spekulatius  Read Replies (2) | Respond to of 78753
 
Bought a little bit of ASI at the close @17.34$. yes it was me who got the lowest price for the day :-). Note that this may not be the lowest price for long, since they are supposed to announce earnings today. I believe ASI is cheap P/B (even tangible book ) insurance play, nothing else. Mostly short tail insurance so no big worries about interest rates and bonds (just small ones <g>).



To: Spekulatius who wrote (42989)11/13/2012 11:42:03 PM
From: Spekulatius1 Recommendation  Read Replies (3) | Respond to of 78753
 
Back into RGA at 50.21$. (Starting position). David Merkel is an insurance guru I follow and he likes RGA and think it is a better business than life Insurance. RGA book stands at 60$ book (without AOCI or unrealized gains on bonds) or 90$ including AOCI. The article below makes a credible case for RGA:

seekingalpha.com


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