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

To: Spekulatius who wrote (48979)8/2/2012 1:25:34 AM
From: Jurgis Bekepuris  Respond to of 78763
 
Edit: Nvm, shoulda read your post more carefully. :)



To: Spekulatius who wrote (48979)12/28/2012 2:07:26 PM
From: Spekulatius  Read Replies (3) | Respond to of 78763
 
Buys: DVN @51.52$ (add), NAV should be ~80$, possibly higher. They need to reign their spending, imo.
Sells: ASI @18.96$, cheap based on book value but very bad underwriting results. This is a very badly managed insurance company with entrenched and shareholder unfriendly management. I am using the recent strength to bail. FWIW, the last quarters earnings were entirely due to realized gains on their bond portfolio. I have had it with this stock.


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