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


To: Jurgis Bekepuris who wrote (44221)9/6/2011 1:09:38 PM
From: MCsweet  Read Replies (1) | Respond to of 78594
 
Jursgis,

I don't track P&C insurers and reinsurers that closely, but ENH and AHL seem to have much lower forward PEs (< 10), whereas WTM has a high forward PE. Would catastrophic storm damage from this year impact next year's earnings? I didn't think they would, hence found WTM unattractive, but again I am not an expert on P&C insurers and reinsurers.

Thanks,
MC