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

To: Paul Senior who wrote (64947)	9/23/2020 6:36:28 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78748

Y - yes I used to have a position around 2015/16 that’s has done well and I sold. in this case, it was the Right Position, as the stock is back to 2015/2016 Levels. Traditionally, it has been a buy at <0.9x book value, and it trades at ~0.85x book, which sort of makes it a buy. I don’t own it, my insurers are currently TRV and ORI and I like their capital return scheme better. Y in my opinion is a lower quality version of MKL (closest peer) and it’s a tossup which one is more attractive right now. Today, my buys were SRE and GRA (both starters) and I added to ANTM, ABEV and ORI.