Thursday, November 02, 2006

Vegas, Baby!

Well, not much to really report... yesterday was a brutal day for the portfolios and markets in general, and today the portfolios recovered about 25% of yesterday's losses in the face of a flat market. So, that was good.

Been reading up a bit about and researching Montpelier Re Holdings (MRH). After a quick first pass through the numbers, it looks cheap. Planning on digging into it a bit more and taking a closer look at its peers as well. No plans on buying any yet, but that might change soon. They say never to take insurance in Blackjack (if you're not counting), but maybe re-insurance is a good bet.

By tomorrow afternoon, I'll be in Vegas! So, no stock research for a few days at least. I'll definitely be checking quotes when I'm out there, but outside of that, stocks will probably not be on my mind. I plan on donking it up at some drunken low-limit poker table with PetDander, Barber, and Rowr. Should be a fun time.

Anyway, go have a good weekend, everyone.

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