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

To: Grommit who wrote (51594)	5/21/2013 10:49:39 AM
From: Grommit	Respond to of 78683

FAF and FNF might not be such a deal... FAF finance.yahoo.com FNF finance.yahoo.com

To: Grommit who wrote (51594)	5/22/2013 12:37:15 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78683

Anyone see any good value bets in the top 10 of this value fund? I own WDC. IMHO, it's still cheap (maybe). I own tiny position in AHL. I prefer other insurance companies, but AHL is cheap (too). I thought that CSTR was interesting but Q1 results were pretty bad. So unless you have an in-depth insight, probably avoid. LUK - some value investors like it after JEF purchase. I don't.

To: Grommit who wrote (51594)	5/22/2013 2:30:35 AM
From: Spekulatius	1 Recommendation Read Replies (1) \| Respond to of 78683

The Fund is crap. I don't like the holdings in that fund much either at current prices, including FAF. FAF benefits from refinancing activity quite a bit, which would drastically slow down if interest rates were to rise. I also think that title insurance could become dramatically cheaper. On average title insurance only pays out ~30% of premiums on claims. I have done quite a few refinances on my house and while in fact the charges were about ~1000$ for title, my last no cost refinance only charged ~400$ ( the lender is cashcall and they use their title company exclusively). Might be a trend or may not be. The presentation from Zeke was pretty good and funny too and I recognized some of my mistakes (Beerglasses) and that is why I posted the link.