Which insurance company do you like most right now, except Fairfax?
You don't like Fairfax? ;)
I'd say BRK is the next one after Fairfax. ;)
I'm bad at ordering things from most to least, but perhaps HCC, AXS, L, RE, CB, TRH
I decided to skip NWLI, PTP, AWH, ENH, AGII for various reasons right now.
AFSI has great growth, but is expensive using P/Book.
FSR is cheap at P/book but probably not a buy with their big losses.
And I have not gone through all the seekingalpha.com yet. :)
I own FRFHF, BRK, AXS, L, RE, TRH, FSR, AFSI right now. I also have a bit of CI. |
