Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]
David...add ANAT to the list. It is the sister company of NWLIA - both controlled by the Moody Family. Also, KCLI is another unappreciated insurer trading below book. Disclosure - I am long both.
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]
BP CEO: Three Oil Myths [View article]
Production fell last year because OPEC is a cartel that fixes production at an artificial level. That's the point.