Seeking Alpha

Argonaut Group Inc. (AGII)

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Comments on AGII

  • Peter Lynch Portfolio: It's About the Haystack, Not the Backyard [View article]
    I just bought some TIN last week. I would like to know what you think of it when compared to the Lynch model!
    Comment by optionsgirl
    Nov 5 12:20 pm |
    Rating: 0 0
  • Property and Casual Insurers, and Reinsurers Are Getting Cheap [View article]
    I recently did some work on ALL, HIG, AIG, CINF and CB, from what I could see all of them traded at a P/B of 1.5 or better every year... More »
    Comment by Tom Armistead
    Jul 23 20:15 pm |
    Rating: 0 0
  • Property and Casual Insurers, and Reinsurers Are Getting Cheap [View article]
    is a casual insurer one on vacation or out of a job?
    Comment by notsosmart
    Jul 11 14:57 pm |
    Rating: 0 0
  • More Replacement Tickers for Reshaping David Merkel's Portfolio [View article]
    wouldn't SKM fit in the 'cheap for Korea' mold?
    Comment by d2cold
    Jul 10 05:42 am |
    Rating: 0 0
  • What's Wrong with Today's Value Investing? [View article]
    When All Stocks Are Value Stocks - Think QDI Value stocks are those that tend to trade at lower prices relative to their fundamental... More »
    Comment by Steve Selengut
    Jul 7 14:53 pm |
    Rating: 0 0
  • What's Wrong with Today's Value Investing? [View article]
    GreenAB, Good point about multiple contraction. You may be interested in reading what Vitaliy Katsenelson has written about this... More »
    Comment by DaveinHackensack
    Jul 3 13:36 pm |
    Rating: 0 0
  • What's Wrong with Today's Value Investing? [View article]
    i consider myself a value investor too. but i guess we´re in a process of transforming valuations. models rely on todays prices in... More »
    Comment by GreenAB
    Jul 3 07:41 am |
    Rating: 0 0
  • What's Wrong with Today's Value Investing? [View article]
    Marc, I think the problem with a lot of value investors is that they are so focussed on bottom-up analysis (often based on trailing... More »
    Comment by DaveinHackensack
    Jul 2 11:28 am |
    Rating: 0 0
  • What's Wrong with Today's Value Investing? [View article]
    i agree with nickgogerty. When the 10 year Treasuries is giving you 4% and you are getting an earnings yield of 4% (25 PE), why even... More »
    Comment by calvin38
    Jul 2 11:20 am |
    Rating: 0 0
  • What's Wrong with Today's Value Investing? [View article]
    first screen set was <25 PE. Since when is a 4% yield (25 PE) in a 3-4% inflationary environment value investing? The first screen... More »
    Comment by Nick Gogerty
    Jul 2 10:47 am |
    Rating: 0 0
  • What's Wrong with Today's Value Investing? [View article]
    I have found a nice correlation with consistent sales growth (yoy) and I've found some of the better value stocks when you screen for... More »
    Comment by buyitcheap
    Jul 2 08:20 am |
    Rating: 0 0
  • What's Wrong with Today's Value Investing? [View article]
    According to one analysis I've read, value stocks outperform growth when credit is easily available== not particularly when markets are... More »
    Comment by Alan Young
    Jul 2 00:53 am |
    Rating: 0 0
  • What's Wrong with Today's Value Investing? [View article]
    Dawdler, I’m with you; fundamentals are critical. Look how much heat Bill Miller took (back in the days when he was still going... More »
    Comment by Marc Gerstein
    Jul 1 12:36 pm |
    Rating: 0 0
  • What's Wrong with Today's Value Investing? [View article]
    Dirk, I appreciate your points. Eliminating stocks with less than $250 million market cap leaves us with about 1550 Russell 2000... More »
    Comment by Marc Gerstein
    Jul 1 12:27 pm |
    Rating: 0 0
  • What's Wrong with Today's Value Investing? [View article]
    I always thought value investing also included a thorough analysis of company fundamentals, management, etc. I don't think a simple... More »
    Comment by dawdler
    Jul 1 11:57 am |
    Rating: 0 0