Value Microcaps Free-For-All

[littlefish]

john302- my opinion on UVE is a positive one. I like their cash geenration and think KiK has a good biggest position in his port- one word of caution, I rarely hold much of a position in it when June rolls around because of my paranoid hurricane mind:)
For awhile I didn't like their cash generation without return on it (it just sat in cash). But then they have really grown the dividend which IMO is good use of the cash for shareholders vs them stockpiling it and maybe using it in ways less cosntruvtive.
So outside the hurricane scares and as long as the insurance industry firms up going forward, it seems like a comfortable microcap doing what it does.
OK back to sleep.