SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: schzammm who wrote (24145)6/19/2006 5:48:01 PM
From: Paul Senior  Read Replies (2) | Respond to of 78748
 
Schzammm, I've got a bunch of insurance stocks- life, medmal, auto, specialty. Sometimes, long-tail insurance things (like reinsurers) have come back to bite me, so I'm suspicious of the reinsurance sector. I'm not watching any stocks specific to reinsurance, although I have looked at AXS twice recently, and it's tempting, but not quite enough for me.

I have ALL on my watch list.

I like the auto insurers. As a Motley Fool article stated, auto insurance is a required thing, and it doesn't seem to have surprises for the companies like reinsurers see. Otoh, there is lots of competition (and state insurance regulation). I'm currently looking at PGR. I've bought just a few shares again of TCHC last week after being out of it for a year or so. I'm not convinced yet that this company is not a scam - they keep reporting earnings though, and given current p/e, I'm willing to risk a bet for just a few shares.

finance.yahoo.com