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

To: Sergio H who wrote (3164)	7/31/2013 11:06:51 AM
From: NikhilJog	Respond to of 4719

Thanks. For now, I have been long HES for a while. I will take a look at the link.

To: Sergio H who wrote (3164)	7/31/2013 10:04:58 PM
From: Spekulatius	1 Recommendation Recommended By bruwin Read Replies (1) \| Respond to of 4719

Re AJG These insurance brokers had a nice run over the last two years. I used to follow AON (owned it too but sold too soon) and MMC and WSH. AJG is a new name to me but it's pretty much the same business model. The insurance market is firming, which is good for brokers. I am not sure if a really hard market would be good for brokers but it would be good for insurance companies. I do see nice growth and better margins, but I do not see an attractive valuation with these insurance brokers stocks, including AJG.