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Care to tip your hand on your deep value picks? I tend along the same lines. I am currently heavily invested in catastrophe reinsurers (AXS, IPCR, AHL) and dry bulk shippers (EGLE, DSX, DRYS and BULKW).Tiptoeing into auto parts now (mostly SUP so far).
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"And Jesus spake, 'Become thou now fishers of adjustable rate mortgages'" - New Conservative Bible
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