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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (51267)	4/10/2013 1:04:45 AM
From: Jurgis Bekepuris	Read Replies (1) of 78625

L - comic book... I liked the pigeons. :))))) I am still not convinced about CNA improvement. I looked at CNA annual report and 10K. They don't give company-wide combined ratio. This is IMHO a bad sign. Why boast about your income in 2012 and not give shareholders combined ratio? Why write this "we improved our core Property & Casualty accident year loss ratio, *excluding catastrophes" - do we really care that they improved a ratio that excludes one of the most important parts of their losses? You know, I really improved my portfolio performance ratio excluding stocks that went down*. Go me. Why not talk about the book value growth? Perhaps because it's only 7%? So, no I'm not convinced CNA is going to improve if they cannot even talk straight. I have not looked at DO recently, although they might be OK. And I have no thoughts on their MLP and E&P. I guess mostly I'm not happy about CNA. :) Perhaps to be continued... :)

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