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

To: Spekulatius who wrote (50036)	11/14/2012 1:34:04 AM
From: Jurgis Bekepuris	Respond to of 78763

Still holding RGA and all other insurance companies I bought. We'll see how things go with these as long term investments. :) Disclosure: AXS, AFSI, BRKA, CI, RE, RGA, FRFHF

To: Spekulatius who wrote (50036)	11/14/2012 9:49:39 AM
From: thatsnotluck	Respond to of 78763

interesting article. thanks for the post. he makes a good point when he says that life reinsurance tends to have a lot less of the funky embedded option stuff than direct writers, and more mortality risk as opposed to investment risk. i will add them to my watchlist. one item he is not correct about though...the business is extremely competitive. OTOH, a good thing is most companies will split up the reinsurance on any given block several ways, so if competitive several companies can get a decent share of the pie. a critical factor is how they reflect post level term in their GAAP reporting. it would be fun to look under the hood, but not sure if they report enough detail to really form an opinion. i think they do have a pretty good management team.