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The Motley Fool April 28, 2006 Stephen D. Simpson |
Montpelier Re: New and Improved? Only time will tell if the insurance company now has the right model for the new reinsurance world. On the pricing side, things seem mighty interesting. Investors, take note. |
The Motley Fool July 27, 2006 Stephen D. Simpson |
Endurance Gets Reset Poor earnings caused by adverse loss developments pelt the reinsurer's stock. |
The Motley Fool April 27, 2007 Emil Lee |
Montpelier Re Basks in Fair Weather Overall, it was a nice quarter for the reinsurer, partly because there were few catastrophes, and partly because management made the right bets on writing more excess of loss contracts. |
The Motley Fool August 3, 2006 Stephen D. Simpson |
Is Arch Capital the Top of the Heap? Second-quarter results suggest that Arch is a top operator in reinsurance. This isn't a value play, but it's hard to find quality trading too far below its fair value. |
The Motley Fool August 3, 2006 Stephen D. Simpson |
XL Remains on the Road to Recovery This balanced insurance play seems to be getting its act together. Turnarounds are tricky in general, often requiring investors obtain a better-than-average appreciation and understanding of the industry. |
The Motley Fool October 28, 2005 Stephen D. Simpson |
Arch Capital Shows Its Stuff The benefits of management discipline come to light when big storms hit. With that in mind, Bermuda-based reinsurer Arch Capital showed the virtues of its management this quarter. Investors, take note. |
The Motley Fool May 3, 2007 Emil Lee |
Reinsurer Benefits From Mother Nature's Good Mood Investment income boosts RenRe's bottom line. Investors, take note. |
The Motley Fool February 21, 2007 Emil Lee |
Platinum Underwriters Dazzles Thanks to an absence of major catastrophes, Platinum Underwriters had a great 2006 and provided a relatively strong outlook for 2007. Investors, take note. |
The Motley Fool August 1, 2006 Stephen D. Simpson |
Relying on RenRe's Reputation If history holds true again, this reinsurer is poised for substantial growth and returns. Investors, take note. |
The Motley Fool February 14, 2006 Stephen D. Simpson |
Arch Capital: The Cost of Excellence The reinsurer does seem a little pricey today, but if it's truly well-positioned to capitalize on this next leg of the insurance market, it may not be overpriced after all. |
The Motley Fool May 1, 2006 Stephen D. Simpson |
Waiting for Berkley Specialty property/casualty insurer W.R. Berkley might look interesting to investors, but the price isn't right. |
The Motley Fool July 27, 2007 Emil Lee |
Montpelier Rises Above the Flood Another strong quarter from insurer Montpelier Re, a stock trading at enticingly low premium to book values. |
The Motley Fool February 24, 2005 Stephen D. Simpson |
RenaissanceRe Hunkers Down This high-quality insurer is preparing for a cyclical downturn by maintaining pricing discipline. |
The Motley Fool April 26, 2006 Stephen D. Simpson |
Can XL Excel? Is insurance and reinsurance company XL Capital an interesting turnaround idea in a market with few real bargains? |
The Motley Fool November 2, 2005 Stephen D. Simpson |
RenaissanceRe Needs a Rebirth Devastating hurricanes and the loss of the CEO to scandal cast a shadow on this reinsurer. These are tough times for this company, and if the pre-market indications are accurate, it will be an equally tough day for the stock. |
The Motley Fool February 9, 2007 Emil Lee |
XL Capital's Extra-Large Profits The insurance company reaps the rewards of the calm after the storms. Investors, take note. |
The Motley Fool February 7, 2008 Emil Lee |
RenaissanceRe Braces for Dark Ages Reinsurer RenaissanceRe held up well in the fourth quarter of 2007, but the industry faces tough headwinds going forward. |
The Motley Fool July 31, 2006 Stephen D. Simpson |
Of Mountains and Molehills at Everest Re Premium growth is slow to materialize for this reinsurance company, but the underlying business continues to improve. Investors, take note. |
The Motley Fool February 8, 2007 Emil Lee |
AXIS Shoots the Lights Out AXIS seems to be a solid insurer, and it's impressively managed -- enough to still make a profit last year. But even though the company has posted a stellar 17% average ROE since its inception, don't expect a gaudy 26.7% ROE every year. |
The Motley Fool May 3, 2006 Stephen D. Simpson |
RenaissanceRe's Triple Play If the reinsurer really can exploit this hard market, who knows how much better it can do? Investors, take note. |
The Motley Fool October 30, 2006 Brian D. Pacampara |
Disaster Relief for Montpelier If you're a long-term investor who doesn't necessarily mind sacrificing a few percentage points of return for a chance to own a reinsurer that might actually be around in the next couple of decades, then Montpelier is worth a prudent gander. |
The Motley Fool May 9, 2006 Stephen D. Simpson |
Endurance Hangs On Despite a beating from hurricanes, reinsurance company Endurance Specialty's current valuation seems too low. |
The Motley Fool July 28, 2005 W.D. Crotty |
A Quarter to Make Buffett Proud Montpelier Re Holdings' Berkshire-like ways may explain why the Bermuda-based reinsurer is doing so well. Montpelier is trading at 7.9 times expected 2005 earnings -- that's a pretty cheap valuation for a company showing that it knows how to underwrite properly. |
The Motley Fool October 26, 2005 Stephen D. Simpson |
W.R. Berkley: Bold Yet Beautiful? For investors who want a bit of growth and are willing to take on some risk, this insurer might be worth some thorough due diligence. |
BusinessWeek July 12, 2004 David Henry |
One Insurer That's On Dry Land Today, the market is generally fearful of stocks of property and casualty reinsurance companies. Aside from this discouraging outlook there is opportunity to be found. |
The Motley Fool June 18, 2007 Emil Lee |
Profit From Disaster? Here are some investment strategies for playing a possible insurance industry downturn. |
The Motley Fool July 12, 2007 Emil Lee |
The Next Great Reinsurer? Flagstone Re has greatness in its DNA. Buying its shares could be a favorable risk-return proposition. |
The Motley Fool April 20, 2004 Richard Gibbons |
RenaissanceRe: Old-Fashioned Value? With compelling fundamentals and a good price, this insurer is promising. RenaissanceRe has grown its earnings 20% per year over the last 10 years, underwriting extremely profitably even in years when most reinsurers lost money. |
The Motley Fool April 29, 2005 Stephen D. Simpson |
Arch Capital Keeps It Going Despite a tough insurance environment, the company continues to grow. Investors, keep an eye on this one. |
The Motley Fool July 27, 2007 Emil Lee |
XL Capital Chugs Along XL Capital continues to benefit from infrequent loss events and reassures investors that its subprime exposure is in check. |
The Motley Fool April 25, 2007 Emil Lee |
XL Excels in Q1: Fool by Numbers Insurance and reinsurance provider XL Capital released first-quarter 2007 earnings: Income Statement Highlights... Ratio Checkup... Balance Sheet Highlights... |
The Motley Fool February 15, 2005 Stephen D. Simpson |
The Arch Capital Advantage The offshore insurer opportunistically moves in and out of insurance lines to grow the business. While it is probably true that Arch Capital won't be able to maintain its current level of growth or return on equity, it appears as though current valuations are overdiscounting the coming slowdown. |
The Motley Fool February 7, 2006 Stephen D. Simpson |
Does Allstate Look Good in Your Hands? This top-notch insurer survived the hurricanes, but that doesn't mean its cheap. Valuation on these shares is interesting. |
The Motley Fool December 18, 2006 Brian Lawler |
Nice: No Hurricanes Thankfully, we experienced nice weather in 2006. After the unprecedented losses incurred in 2005, almost anything would have been better for insurers this year. Investors, take note. |
The Motley Fool May 17, 2006 Stephen D. Simpson |
ProAssurance Becomes More Reassuring Will start-ups wreck pricing in the tricky market of medical-malpractice insurance? Investors, take note. |
The Motley Fool March 3, 2006 Stephen D. Simpson |
Can Platinum Reclaim Some Luster? The post-hurricane future looks sunnier, but reinsurance company Platinum Underwriters will miss income from finite reinsurance. Investors, take note. |
The Motley Fool August 30, 2006 Alex Dumortier |
Betting on Ernesto HedgeStreet is a reminder that insurance and reinsurance companies (and by extension, their investors) are in the business of making educated bets on the likelihood of future events. |
The Motley Fool July 12, 2005 Stephen D. Simpson |
RenaissanceRe's Dark Ages An executive resigns, refusing an SEC subpoena? Doesn't sound good for the worldwide reinsurance specialist. |
BusinessWeek December 26, 2005 Gene G. Marcial |
Montpelier Re: "A Half-Off Sale" Like many insurance stocks, Montpelier Re Holdings has taken a beating. |
HBS Working Knowledge September 19, 2011 Maggie Starvish |
Doomsday Coming for Catastrophic Risk Insurers? Insurance "reinsurers" underwrite much of the catastrophic risk insurance. Problem is, says Harvard Business School Professor Kenneth A. Froot, reinsurers themselves are in danger of failing from a major catastrophic event. |
BusinessWeek May 14, 2007 Coy & Aston |
Hurricane Ahead, But Lower Insurance Why the price of property coverage is going down in the face of dire predictions. |
The Motley Fool February 13, 2006 Stephen D. Simpson |
Berkley Built to Succeed W.R. Berkley is a top-notch specialty insurer, but investors -- watch out for that valuation. |
The Motley Fool September 13, 2005 M.D. Mitchell |
An XL-ent Value? Katrina took its toll, but leading provider of insurance and reinsurance XL Capital still might be a good deal. No one knows for sure. But with a forward P/E of less than 7, it may be riskier not to invest in XL. |
The Motley Fool August 29, 2007 Emil Lee |
How Berkshire Built a Super-Cat Powerhouse Berkshire Hathaway is the number three premium writer in the super-cat reinsurance industry. They got there by focusing on three crucial elements: speed, size, and security. |
The Motley Fool November 27, 2006 Buz Livingston |
Berkshire Thankful to Mother Nature Berkshire's pricing, along with the dearth of reinsurance, has spurred rapid growth in the "catastrophe bond" market. |
The Motley Fool September 7, 2005 Stephen D. Simpson |
In the Wake of Katrina: A Broader View The effects of Hurricane Katrina will ripple throughout the entire U.S. economy. |
The Motley Fool December 27, 2006 Emil Lee |
Rounding the Second Curve: Part 2 An interview with hedge-fund manager and Second Curve Capital founder Tom Brown about how he has developed his contrarian view, how he looks at the unlocked earnings potential in CompuCredit, and how he has thought through the different angles of his investments. |
The Motley Fool August 2, 2006 Stephen D. Simpson |
CIGNA Stands Out A health insurance company actually pleases Wall Street. Who knew? Investors, take note. |
The Motley Fool February 15, 2007 Buz Livingston |
Katrina Winds Still Blowin' State Farm is suspending sales of all new commercial and homeowner policies in the state of Mississippi. The effect of this could ripple across the nation as insurers will be forced to pay higher premiums for catastrophe coverage. |
The Motley Fool February 14, 2006 Stephen D. Simpson |
No R&R for RNR RenaissanceRe might have to rebuild its credibility with investors. |