Seeking Alpha

Aflac (AFL): Q1 EPS of $1.74 beats by $0.09. Revenue of $6.2B (+21.9% Y/Y) inline. Shares +4.6%...

Aflac (AFL): Q1 EPS of $1.74 beats by $0.09. Revenue of $6.2B (+21.9% Y/Y) inline. Shares +4.6% AH. (PR)
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Comments (4)
  • AxiosCap
    , contributor
    Comments (316) | Send Message
    They have 40% of BV in junk rated debt and various sovereigns, not to mention their massive exposure to the Yen. Its complicated to analyze, but these guys have real issues they have yet to address.
    24 Apr 2012, 05:34 PM Reply Like
  • salleeaz
    , contributor
    Comments (81) | Send Message
    Hired an investment manager and sold/wrote down much of their Eurozone investments, and you think they are not addressing their issues???
    25 Apr 2012, 04:24 AM Reply Like
  • AxiosCap
    , contributor
    Comments (316) | Send Message
    Actually they didn't. The number is denominated in Yen, not Dollars.
    25 Apr 2012, 08:02 AM Reply Like
  • elric11
    , contributor
    Comments (2) | Send Message
    Have to disagree. If you factor in their entire portfolio of loser bonds, it's just $2B of $100+B portfolio. Given the rise of many of their losers in the past 3 months, especially the bonds of the Bank of Jersey, they've gotten rid of nearly 75% of those $2B in losses. That mean's it's pretty much pure operating profits from here on in. This is an $80 stock at $1.68EPS*4qtrs*12PE.
    24 Apr 2012, 10:49 PM Reply Like
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