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

To: Jurgis Bekepuris who wrote (52984)	12/12/2013 6:10:10 PM
From: Spekulatius	1 Recommendation Recommended By Jurgis Bekepuris Read Replies (2) \| Respond to of 78958

Re AFSI - there was a shortseller report in the VIC website for a while, which made a somewhat credible case for shorts. I knew that MHLD is a related party and had a sell order out, but the GTC limit order never hit (too greedy) valueinvestorsclub.com FWIW, I don't think that MHLD is directly affected (they provide reinsurance to AFSI) but it's definitely not good. I am not selling in panic either.

To: Jurgis Bekepuris who wrote (52984)	12/19/2013 12:17:52 PM
From: MCsweet	Read Replies (1) \| Respond to of 78958

MHNC, I am entering the realm of speculation, but I am buying more MHNC below $21 for a spec trade. This yields 50 basis points more than the 3 other sisters issues (MHNA, MHNB, MH-PA), and I think that it must be recent IPO holders taking tax losses. For the yield to be in-line with the other bonds/preferreds, MHNC should trade around $22. I would be a little cheerier about this if MHLD didn't keep dropping. I have shorted a bit of the stock as a hedge. MC