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

To: Dennis 3 who wrote (45331)11/9/2011 12:36:22 AM
From: richardred  Respond to of 78751
 
Hi Dennis: I'll have to pass on that one. I've never invested in any kind of Insurance company before. Just not my cup of tea. If you want any opinions on packaging or chemical & related stocks. I'd be more than happy to.

You must know classic value investor Mr Buffett is invested in insurance of sorts. General-Re & Geico

Not sure he's making out to well with General-Re though?



To: Dennis 3 who wrote (45331)11/9/2011 11:53:31 AM
From: Madharry  Read Replies (3) | Respond to of 78751
 
I own a bunch of GNW now purchased at slightly lower levels. seems very mispriced to me and there are some fundmanagers around agitating for a restructuring of the company. technically bullish at the moment but I own enough that i am not interested in owning more. I added a little more CX this am and initiated a position in Gafisa as it looks cheap pays a dividend and is technically where i want to start a position.


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