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

To: Spekulatius who wrote (51207)	4/2/2013 1:24:16 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78666

GTS - while sales are stable/growing, earnings are dropping last 3 years. Is this something that concerns you at all, or you think it's not relevant considering that BV is still growing? (I know that earnings for insurance co is not necessarily a very useful metric ;)). Why do you think it's trading at depressed price? Secondary/conversion only? Medicare concerns? Is Medicare/Medicaid actually a concern?

To: Spekulatius who wrote (51207)	4/6/2013 4:19:15 PM
From: Paul Senior	Respond to of 78666

GTS: Followed you with a small buy. Intending to add more if stock falls on no adverse news.

To: Spekulatius who wrote (51207)	5/17/2013 12:43:55 PM
From: Paul Senior	Respond to of 78666

GTS. Upping my stub position a little now. Secondary by Class B shareholders. GTS is buying some of those shares which will be sold by those shareholders. I'm going with the low p/stated bv and the history of stated bv increases. finance.yahoo.com