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Strategies & Market Trends : Value Investing
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To: staring who wrote (58016)9/17/2016 7:27:41 PM
From: Spekulatius1 Recommendation

Recommended By
Jurgis Bekepuris

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Re AXA - I am Leary about owning I long tail /life insurance companies especially in Europe, with the negative interest rates prevailing. I do own NN.AS and are comfortable with this stock.

I don't know what you see in Navigator SA, except the generous dividend.The company appears to be treading water for a couple of years, debt is increasing and the paper market is fiercely competitive with a large segments shrinking. I can see them getting badly hit in recession. credit rating is BB. What is your thesis and why are they better then the Finish companies (Stora?)
bloomberg.com
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