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

To: Spekulatius who wrote (50444)12/28/2012 5:12:07 PM
From: Paul Senior  Respond to of 78763
 
ASI. Okay, Clownbuck, I followed you in, and I'll follow you out. I still like that this insurer has maintained rising stated book values, and that it sells now close to 1/2 stated bv. Otoh, maybe you're right about the company. There are several insurers that show rising stated bv and low p/bv, so if that's what I want in metrics, there's no need for me to stick with ASI if I have doubts about ASI prospects based on your post.

Position closed.



To: Spekulatius who wrote (50444)12/29/2012 11:49:46 AM
From: Paul Senior1 Recommendation  Read Replies (1) | Respond to of 78763
 
DVN: I have also been buying shares at current prices -- adding to my position as stock drops.



To: Spekulatius who wrote (50444)12/29/2012 3:53:13 PM
From: Dennis 3  Read Replies (1) | Respond to of 78763
 
DVN, why do you think NAV should be $80?

Just a guess but the stock price dropped because oil prices were falling, fracking has caused over supply of nat. gas which has lowered the price of nat gas. Now companies want to export nat. gas to take advantage of the higher price overseas. But I see this as equalizing prices with overseas market.

As you can see i am negative on Oil/gas sector. I think there is more value in other sectors.


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