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

To: Paul Senior who wrote (54505)	11/19/2014 5:16:35 PM
From: gizwick	Respond to of 78752

Own a couple of their preferreds with good yields. Still banging on the table for BDRBF which is getting orders for trains and planes daily. They have a P/S of .33 and a forward P/E of 6.They also have a backlog of orders of $71 million dollars. Tripled my investment today.This is a slow creeper that should hit my target price of $8.00 in a year and a half.

To: Paul Senior who wrote (54505)	11/20/2014 12:46:46 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78752

AHL - this still looks good and cheap. The risk - as with most insurers - is that their return on float will suck in low rate environment. And that they may be tempted to write business too cheaply. I'm almost tempted to buy some. Just thinking that I'm probably still better off adding to FRFHF or GLRE/TPRE. Maybe. :) (BRK and MKL are a bit too rich to add here). Disclosure: I still hold large positions in BRK, MKL, FRFHF, smaller ones in AXS, RE, RGA, GLRE, TPRE.