alpha_zeta

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    • Tue Nov 11th 15:29 PM | Rating: 0 0
      Commented on:
      Ten High Yield, Below Book Stocks
      Today with GNW i think you've seen the reason for its low P/BV...and the risk of a catastrophic drop in stock price of low P/BV stocks.

      The larger Life/annuity insurers are down bigtime today and before the day started they already had lower P/BV's.

      So, what about the smaller/mid-size Life/Annuity insurers , some of which had P/BV's rather higher than the P/BV's of larger co's??

      Look out for the smaller/mid-size Life/Annuity insurer stock prices to crater!
      View article »
    • Wed Jan 23rd 14:27 PM | Rating: 0 0
      Commented on:
      Hank Greenberg Is Thinking Of Unloading AIG Stock
      Greenberg may sell for a number of reasons:
      1) needs the money to put into another business
      2) AIG conglomerate is so large that it cannot grow so fast (in large percentages)
      3) Hank likes control and not afraid to tie his wealth to something he controls; perhaps he should have sold long ago, but the emotional tie and hope for regaining control was too strong. Best to let it go, rather than spend your life fighting and making no progress.
      4) If AIG wants to grow it should split up (spin off) some of its businesses. This will cause pain for some business units and allow other units to shine. This is comparable to the ECB which manages interest rates for the region which has some very strong groth economies and other areas which have low growth.... what to do? Status quo / do nothing.

      Stopping there, back to other macro and micro items. Cheers.
      View article »
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