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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (42969)6/10/2011 3:35:18 PM
From: Jurgis Bekepuris  Read Replies (1) of 78750
 
If you have in mind NWLI (there is no NWLA ticker), its book and book-per-share both have increased at 9% annual over last 9 years. A bit worse than AHL. OTOH, NWLI is a life insurer, so they did not suffer the losses that all cat/re insurers suffered in Q1.

No positions in either. I think both are OKish as a part of basket if insurers will ever get back in favor.

Of course, neither company is on the top of insurers book or book-per-share growers.
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