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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (54509)11/20/2014 11:11:23 AM
From: Paul Senior   of 78748
 
Jurgis Bekepuris, yes, those also look to me to be the the risks with insurance companies. I just wonder if low returns on float or on held investments are being masked by off-balance sheet or reserve adjustments -- Insurance accounting remains arcane/obscure/incomprehensible to me. Regardless, I still hold a slew of the companies, including some of the ones you mentioned - AXS, RE, RGA, TPRE, BRK.

Possible that GLRE is an opportunity at current price- investor bets on Einhorn's hedging results.
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