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David Merkel » Articles » AIZ |

  • Selling Hartford, Buying Canadian National
    on May 17, 2009 • AIZ, ALL, CNI    
  • First Quarter Portfolio Changes
    on Apr 02, 2009 • ADM, AIZ, CHIC    
  • Report from Assurant Investor Day
    on Mar 19, 2009 • AIZ, PREM    
  • My Year in Trading - Why I Looked for 'Survivability' in Companies
    on Jan 04, 2009 • ABFS, ADS, AHL    
  • Not All Financials Are Poison
    on Jul 22, 2008 • AIZ, CHIC, HIG    
  • Assurant and Intelligent Acquisitions
    on May 02, 2008 • AIZ, BAC, CFC    
  • It's Time to Break Up AIG
    on Feb 29, 2008 • AIG, AIZ, HIG    
  • Buy Other Insurers on AIG's Bad News
    on Feb 12, 2008 • AIG, AIZ, DFG    
  • At These Prices, It's Time to Go Overweight Quality Financials
    on Feb 08, 2008 • AIZ, DFG, LNC    
  • Insurers National Atlantic and Assurant: Awaiting Entry Points
    on Sep 05, 2007 • AIZ, NAHC    
  • Portfolio Triage, Part 2
    on Aug 23, 2007 • ABFS, AHL, AIZ    
  • Dealing With Some Personal Underperformance
    on Aug 08, 2007 • AHL, AIZ, DFR    
  • Assurant Down 10% - Good Buying Opportunity
    on Jul 18, 2007 • AIZ    
  • 1Q07 Insurance Earnings: What's Working, What's Not (Part VI)
    on May 04, 2007 • AEL, AHL, AIZ    
  • Eight Reasons Why Assurant's Management Is Best Of Breed
    on Mar 23, 2007 • AFL, AIZ, PGR    
More on AIZ by David Merkel
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Latest Comments on David Merkel's Articles

  1. dudley do right on U.S. Dollar: Time for Deeds, Not Words: I believe that entitlement programs are not affordable. But ask... more »
  2. RussianEquityExpert on U.S. Dollar: Time for Deeds, Not Words: Those are legitimate viewpoints. I would only argue that Mr.... more »
  3. untrusting investor on U.S. Dollar: Time for Deeds, Not Words: Mr G. You state .... "My point is, can anyone put together a... more »
  4. sheila on U.S. Dollar: Time for Deeds, Not Words: This is sarcasm- right? On Nov 12 04:00 PM robert.b.ferguson... more »
  5. Thomas J. Gordon on U.S. Dollar: Time for Deeds, Not Words: Derryl, your comments about global standards of living are... more »
  6. derryl on U.S. Dollar: Time for Deeds, Not Words: Dudley, David is arguing that universal welfare programs like... more »
  7. Graham and Dodd Investor on Buffett and the Forever Fund: Tell me someone's strategic imperatives, and I can (usually)... more »
  8. Thomas J. Gordon on U.S. Dollar: Time for Deeds, Not Words: Dudley, I read David's article more carefully. He was a little... more »
  9. Thomas J. Gordon on U.S. Dollar: Time for Deeds, Not Words: Dudley, If you think the budget should balance, you are one of us.... more »
  10. dudley do right on U.S. Dollar: Time for Deeds, Not Words: I am not sure what point you trying to make, especially as it... more »
  11. Thomas J. Gordon on U.S. Dollar: Time for Deeds, Not Words: Dudley... has it ever occurred to you that so many people aren't... more »
  12. dudley do right on U.S. Dollar: Time for Deeds, Not Words: Why did David Merkel bother to write this article other than to... more »
  13. Tesa on U.S. Dollar: Time for Deeds, Not Words: To the author: You are right but which country or countries... more »
  14. Thomas J. Gordon on U.S. Dollar: Time for Deeds, Not Words: Many have lamented the lack of a balanced budget. The problem is... more »
  15. mbkelly75 on Buffett and the Forever Fund: Warren Buffet is one of my heroes - even if we are the same... more »