Finally, the market has handed us the chance to pick up a few bargains.
I've been screening for days. Surely, I thought, the recent disaster must have knocked some superb stocks down into deeply cheap territory. But it turns out that what I like best is what I liked before this whole "correction" thing: W&T Offshore, Portfolio Recovery, maybe Montpelier Re. Sure, I'd buy some more Markel if it got cheap, and maybe a few shares of Raven Industries if I was less worried about the business. But worrying is what I do. [more]