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

To: Madharry who wrote (2817)	12/20/1997 2:24:00 AM
From: Paul Senior	Respond to of 78748

Armin Sternberg: CNA. Yes IMO it's a good value play. Not sure about "bargain", but a very reasonable price compared to bv and roe. Same issues as discussed today with VO, CCN regarding management: Tisch is the controlling stockholder and manager. Plusses would be he's been very conservative in investing in bonds (as you may have read in Martin Sosnoff's Forbes' columns comparing his style favorably to Buffett's), and bonds now are doing very well. Neg's might include investors' uncertain knowledge of effects of El Nino on the insurance business. Paul Senior