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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (21082)	4/8/2005 9:00:00 AM
From: Madharry	Respond to of 78666

I read a front page article in wall street journal on line and I was pretty shocked by what I read. apparently hank had a big interest in a bermuda insurer that did 47% of its business with AIG. I am getting this sense of having seen something like this in the past that did not turn out well for shareholders. the sec got a court order to prevent interested parties from removing 87 boxes of documents from this company premises. Caveat Emptor!

To: Spekulatius who wrote (21082)	10/26/2005 12:26:32 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78666

Reinsurance companies - MRH, MXRE, PRE RNR... Reinsurer appear to be doing OK after the storm losses - even the basket cases like MRH and MXRE, which needed to raise capital after substantial losses. The ease by which those companies are able to raise capital makes me think that the rates won't raise as much in the future. From the insurers above, i like PRE which had moderate losses relatively speaking. RNR has heavy exposure to Florida (based on last years losses) so i assume they may have more bad news in store after Wilma is accounted for. AIG's losses have been relatively moderate, so i assume they should be in a stronger position going forward, ALL is hit pretty bad, i wonder why the shares have not corrected much. Does anyone know a storm battered insurer that he considers a bargain?