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


To: Spekulatius who wrote (42819)5/25/2011 11:46:27 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78538
 
Which insurance company do you like most right now, except Fairfax?

You don't like Fairfax? ;)

I'd say BRK is the next one after Fairfax. ;)

I'm bad at ordering things from most to least, but perhaps HCC, AXS, L, RE, CB, TRH

I decided to skip NWLI, PTP, AWH, ENH, AGII for various reasons right now.

AFSI has great growth, but is expensive using P/Book.
FSR is cheap at P/book but probably not a buy with their big losses.

And I have not gone through all the seekingalpha.com yet. :)

I own FRFHF, BRK, AXS, L, RE, TRH, FSR, AFSI right now. I also have a bit of CI.