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

To: Spekulatius who wrote (55391)	6/1/2015 3:03:56 PM
From: E_K_S	Read Replies (2) \| Respond to of 78753

Re: Maiden Holdings, Ltd. (MHLD) This is another reinsurer that appears undervalued. Have you looked at this name? Their assets have been growing over the last 10 years. ROCI at 7.89% Stock selling at 1.06 BV. I like the company at/below $13.00/share. It's Graham Valuation No. is $22.06/share so that reflects a 58% undervalued price to market. EKS

To: Spekulatius who wrote (55391)	8/13/2017 5:57:00 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78753

I decided to sell underperforming BWINB insurance stock , after reviewing the last reserve revisions that lead to a quarterly loss. The stock looks cheap based on a P/B ration below one, but the continued weak operating results let me question holding this stock before and now the reserve revisions for the 2nd quarter in a row were the last straw. I am out now. I so what of like AXS, by would like to see a bit lower price before adding to my position.