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

To: Jurgis Bekepuris who wrote (44298)	9/10/2011 7:13:40 PM
From: Shane M	Read Replies (3) \| Respond to of 78595

Jurgis, CB is the only P&C that's on my watchlist right now, and I was seeing it as more fitting in a conservative slot in my portfolio for diversification, dependable results, and nice dividend. P&C is such a tough business that there's not much else that stands out to me. I actually had a buy order in on it at one point but didn't get filled... It's always on my watchlist though. The other thing I'd keep an eye out for is who has some early success in telematics and begins a successful countrywide rollout - it could be Progressive coming out from there, but their business model seems more fragile imho. I'd have an eye on them though. GEICO is doing very well from what I can tell, but it's all mixed up in everything else with BRK. If State Farm were public... but being public would probably ruin them. I can't speak to the more strictly commercial carriers.