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

To: Spekulatius who wrote (54211)	8/1/2014 10:27:56 AM
From: Paul Senior	1 Recommendation Recommended By Spekulatius Read Replies (1) \| Respond to of 78733

AXS, others: Following you in AXS with a tracking position for now. This insurer seems like it has better prospects than my two previous picks of AFL and CB (both of which I am in the red with now). UTX. I hold a medium size position -- purchased too soon apparently. ALLY may be down because of some reports that car purchases have increased enough now to where US people are moving from "our car is old/tired and we need a more reliable/better one" to "if a car attracts me maybe I'll want to replace what I have". I say this because I notice the sector - car loan business - seems to be down in general. In my view anyway as reflected by CACC and CRMT in which I have positions.

To: Spekulatius who wrote (54211)	8/5/2014 2:14:30 AM
From: Jurgis Bekepuris	Respond to of 78733

Sold LMCA, LMCK (luckily before the selloff today) So I see that your name comes from "speculation". :) Why would anyone buy LMCA/K for couple month hold? Either you believe Malone and then you buy it for 10 years+. Or you don't and then you don't buy it at all. A "trade" is just pure speculation with no fundamental basis. Disclosure: Large position in multiple Liberties.

To: Spekulatius who wrote (54211)	10/3/2014 1:40:56 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78733

I'll take a few more AMCX (AMC Networks) here. finance.yahoo.com

To: Spekulatius who wrote (54211)	12/8/2014 11:12:29 AM
From: gcrispin	Respond to of 78733

I recently started a position in Ally. I like it for the reasons you mention regarding tangible book. I think there are other factors that will push earnings and the stock price higher. With the price of oil coming down and the employment increasing, I believe that strong sales will continue. If you have a new job, you need a car to get there. If you can't afford a house, (like in California,) you can at least buy a new car. slate.com I also think the fact that the federal government's ownership has been a drag on the stock. The CEO, in essence, said as much in the Q&A in the Barclays Global Financial Conference. Because of the Fed. government's ownership, the regulators are requiring the company to be over-capitalized. Once the government has liquidated their shares, the company will have the opportunity to pay down their high cost debt, such as their preferreds. The government is expected to out of the shares by the end of this year or early next year. gao.gov Who is buying Ally stock? Hedge funds. I find this as a confirming sign that this is a good investment idea. finance.yahoo.com My past experience of companies that were spun off from governmental control has been profitable ones. Years ago I owned the Canadian National Railway after it was privatized by the Canadian government. They cut costs and rid themselves of a bloated management system and the stock took off. Although it not quite an analogous comparison, I believe that Ally will not be as hindered by governmental control once the shares by the government are sold. With their online banking as a source for cheap funds, and a stronger economy partly due to the decrease in oil, I believe that Ally will close the gap between where it trades and its tangible book value.