Aspen Insurance Holdings Ltd (AHL)

All Comments on AHL

  • commenter
    Daniel
    Jacome
    Sep 04 04:36 PM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) Reply
  • commenter
    bsharvy
    Aug 28 01:40 AM
    My Website
    Property Reinsurers: The Answer Is Blowing in the Wind [view article]
    I've looked at ENH a bit--about 50% of its investment portfolio is mortgage-backed securities. Not sure how much of that is guaranteed by Freddie/Fannie, or what that guarantee is worth nowadays. There is more to low valuations than meets than eye.

    Also, catostrophes aren't necessarily bad for insurers, as they are usually able to raise premiums as a result.     Reply
  • commenter
    John Egan
    Aug 27 12:34 PM
    Property Reinsurers: The Answer Is Blowing in the Wind [view article]
    Seems I saw a spreadsheet study that stated that buying insurers after they were beaten to death as a result of heavy storm damage resulted in positive returns. Apparently the heavy losses caused long term holders to bail out and after the season insurers raised their rates. The stocks then gained favor again.

    Having said that, as a 21 year veteran of the Insurance claims business, the gulf States are very litigenous and these cases and Insurance Commissioner hearings can drag out for years. It's impossible to say which way the courts and Commissioners will lean. And penalties can be heavy.

    The other issue is to confirm that the company you are interested in is adequately 're-insured' otherwise they have to cannibalize themselves to pay the losses.

    jegan ;-)     Reply
  • commenter
    buyitcheap
    Aug 27 10:46 AM
    Property Reinsurers: The Answer Is Blowing in the Wind [view article]
    User232953, come on - look at the great opportunity in oil and Louisiana real estate created by Katrina - now that was a trade! :-) (I'm kidding.) but I do agree with FXtrader. Reply
  • commenter
    User 232593
    Aug 27 10:40 AM
    Property Reinsurers: The Answer Is Blowing in the Wind [view article]
    what craziness.hoping for violent hurricanes to make a few $.this is whats killing this once great nation.why not hope for a huge asteroid hitting about the middle of the u.s. so the whole country could be destroyed & new beginning could start clean? Reply
  • commenter
    fxtrader07
    Aug 27 06:26 AM
    Property Reinsurers: The Answer Is Blowing in the Wind [view article]
    actually, one must hope for one or two strong hurricane seasons to get all the hot and dumb capital out of the reinsurance business that is driving down premiums to below reasonable rates.
    A good hurricane or two with some staggering insurance claims to be paod would be welcome for the years ahead, imho     Reply
  • commenter
    whidbey
    Aug 26 02:11 PM
    Property Reinsurers: The Answer Is Blowing in the Wind [view article]
    Good idea, I am bleeding to death in BRK and we could use a little violence to stir things up in the reinsurance business. I am just a little miffed at Warren in this down turn, he does not seem to know where the land mines are buried, or how to defuse them. This idea could be just what I need. Thanks for the pick up. Z Reply
  • commenter
    buyitcheap
    Aug 26 12:18 PM
    Property Reinsurers: The Answer Is Blowing in the Wind [view article]
    These are trading at tempting values - perhaps scaling into some of these every three weeks or so depending on what storms are coming out of Africa is a smart way to enter. Reply
  • commenter
    pockyclips
    2020
    Aug 12 02:07 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    This looks like a dartboard. Pick 3 sector ETFs, 3 little followed stocks
    and sleep better at night.     Reply
  • commenter
    User 81960
    Jul 30 04:41 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    YOU HAVE TO MANY STOCKS TO FOLLOW.
    ALL YOU NEED IS SOMETHING LIKE THESE.
    CHK / CSCO / EMC / FCX / GE / HAL / IPI / MON / MRVL / MSFT / RIMM / T / TEVA / V / WB / YUM.
    JUST 16 STOCKS TO FOLLOW.
    THEN YOU CAN DO YOUR HOMEWORK ON EACH .     Reply
  • commenter
    fxtrader07
    Jul 18 06:20 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    4-5 index etfs probably would do it as well. don't tell me you can keep track and properly analyze and follow all of your holdings. way too many.
    zero value added.     Reply
  • commenter
    Graham
    Jul 10 10:47 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Hi David,

    i have no idea how you pick stocks, what is your method? However, i see you have 3 companies in your list that i am long on, FTEK, FSR and FAST. I would like for you to check out ISLN, EXBD and MKL     Reply
  • commenter
    andrewh10
    Jul 10 05:24 AM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    If that is your replacement list can we see the rest of what you currently own. At first glance it seems like you may toss the majority of your energy, financials, and tech holdings. Can we get a sector percentage to give some clarification? Here I will make your task much easier, stocks on your list I would hang on to would include: AA, AYR, BDK, BKS, CBI, CMI, COMS, CPB, CSCO, DD, DRYS, DUK, FCX, FTO, HELE, HNZ, HOC, HON, IPSU, IR, JCI, KCI, KMX, NVS, OSK, PAYX, PPC, PPG, PRU, RTN, SNY, TSO, TTC, TXT, VE, VZ, WAG, WY. Reply
  • commenter
    NEH
    Jul 07 10:57 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    David, it's nice to hear you are in agreement. Actually, I have been in dry-bulk for a while, and bought NM because they bought a port terminal with grain silos in Uruguay. Its heavily asset-based, even if heavily leveraged, but I favor asset based equities. The Uruguay purchase, and they are keeping the previous owners on-board, is another key factor that really sets NM apart from the other dry-bulk shippers. BTW - I invest only in dry-bulk. Less risk of environmental disasters than tankers.


    On Jul 07 10:04 AM David White wrote:

    > NM is a good bet. It has excellent value. It has an extremely low
    > PE and FPE. It also has an excellent Price to Book value ratio. Further
    > it has both a new fleet in South America (for the river traffic mostly)
    > which is supposed to begin adding 35% to EBITDA beginning in the
    > 4th quarter of this year. It got pushed further downward in the recent
    > market move in that direction, so it is an excellent buy now.     Reply
  • commenter
    David White
    Jul 07 10:04 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    NM is a good bet. It has excellent value. It has an extremely low PE and FPE. It also has an excellent Price to Book value ratio. Further it has both a new fleet in South America (for the river traffic mostly) which is supposed to begin adding 35% to EBITDA beginning in the 4th quarter of this year. It got pushed further downward in the recent market move in that direction, so it is an excellent buy now. Reply
Loading...
Symbols:
Authors:
Quick Links: