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

To: John Stichnoth who wrote (6836)	4/19/1999 11:20:00 AM
From: Paul Senior	Respond to of 78567

John Stichnoth: Thanks for alert on Allstate also. The price is still way to high based on what you and Shane say. I'll defer to your opinions with it. At some point it might be a buy, not now for me. Yes, AIG-- great co. I never could step up and buy. My error. I'm hoping AIG will eventually buy my TRH and I'll get into AIG that way. I never sold my Greentree stock, so I'm holding CNC (Conseco)now. I added to the position recently. And as you might surmise from my earlier post(s), if not overweighted in insurance companies, I am at least well-diversified among them. I've a broad mix - different businesses and both large and microcap. Paul Senior

To: John Stichnoth who wrote (6836)	4/19/1999 10:12:00 PM
From: Paul Senior	Respond to of 78567

John Stichnoth: -g- re. Matthew likes MWY (according to Dick Davis). That's Matthew Stichnoth of The Wall Street Companion, as mentioned in Dick Davis Digest 4/19/99, p. 7. Well, some of us here like MWY too, but I didn't realize there're more Stichnoths out there picking stocks. How many of you guys are there? Further aside: Mr. M. Stichnoth likes MWY for 2 reasons I do: insider buying and being a "hit of miss business, ... hard to believe MWY won't eventually bring successful new titles to market". Laura Croft, we need you on MWY -g-.