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#	AUTHOR DATE SUBJECT
30	member 6/25/09 10:36AM RE: You're all very welcome and thanks 29
Good work Jigsaw. Good outcome for all. view available tags
28	member 6/22/09 9:25AM Congrats
I'd just like to pile on the thanks to Jigsaw and the others who contributed to this thread. One of the best in a long time in my opinion. view available tags
27	member 6/22/09 8:32AM RE: congrats 26
After all the theatrics they sell for an extra $.22/share...ridiculous. As a latecomer I wont complain. Jigsaw, thanks for the writeup, more timely it could not have been view available tags
26	member 6/22/09 8:18AM congrats
'nuf said view available tags
24	member 5/12/09 10:56PM RE: RE: meeting 23
Looks like most of the institutional holders stuck with Courtney. Is SUAI the ultimate value trap that will never earn adequate ROE or does Hallmark still have some tricks up its sleeve? view available tags
23	member 5/05/09 2:19PM RE: meeting 22
Clancy, I couldnt attend, personal matter unfortunately took precedence. Really disappointed I couldnt make it, had a big show planned. view available tags
20	member 4/11/09 11:27PM RE: RE: Hallmark filing 19
I agree with what you wrote, especially the second half of your paragraph. Perhaps taxess matter to me more than you due to our relative purchase prices or due to who's money you're managing, but... login to read the rest view available tags
18	member 4/06/09 3:57PM RE: RE: RE: RE: Hallmark filing 17
I disagree that the company isn't worth book value. That's like saying a high grade fixed income mutual fund isn't worth book value. These guys have actually written break even insurance over time. That, in... login to read the rest view available tags
17	member 3/31/09 9:40AM RE: RE: RE: Hallmark filing 16
Coda, I am definitely not the resident expert on SUAI since I've only become involved in the last couple months, so I hope others can chime in at some point. 1) It's a waste of time... login to read the rest view available tags
15	member 3/30/09 10:13AM RE: Hallmark filing 14
Baby steps? "I am writing to you today to formally confirm my interest in meeting with the SUA directors as you suggested. In order to facilitate such a meeting, I commit to making myself available in person view available tags
13	member 3/11/09 9:40PM RE: SUAI 12
Conservatism was a function of the environment, not really a conscious decision to outsmart the market. I told management the obvious: they have failed to meet profitability targets, their B+ rating has limited the company, they... login to read the rest view available tags
12	member 3/11/09 10:41AM SUAI 11
any thoughts on the earning/cc? I am surprised the call was so short and mgmt refused to address the proxy fight question. Give them credit for the conservative investments but operating performance is dismal. Too... login to read the rest view available tags
11	member 1/16/09 2:09PM RE: RE: RE: RE: RE: new directors 10
Sorry, as a late comer to the thread, I need a small hand. The mostly positive feed-back re: Way...is that a reason to dig more deeply into HALL, or is there some hoped for catalyst... login to read the rest view available tags
8	member 1/15/09 9:19AM RE: RE: new directors 7
question for all the resident experts on the stock. Has anyone done any work on HALL? Was their stock-for-stock take-over proposal sincere? If they are successful nominating 3 directors this time, aren't they effectively getting control... login to read the rest view available tags
5	member 1/04/09 7:49PM RE: RE: RE: RE: SUAI
Thanks for the rant, because I still don't understand. I own this since 2005. I understand why a car dealer wouldn't get liquidation but insurance guys really should understand basic financial decisions like opportunity cost.... login to read the rest view available tags

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			2014	2015
Price:	0.25	EPS	$0.01	N/A
Shares Out. (in M):	600	P/E	25.0x	N/A
Market Cap (in $M):	150	P/FCF	10.5x	7.3x
Net Debt (in $M):	377	EBIT	63	27
TEV (in $M):	527	TEV/EBIT	8.4x	19.7x

Description

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Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

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