Endurance Specialty Holdings Ltd. (ENH)
Loading...
Symbols:
ENH Forum Topics
- All Comments on ENH
- General Discussion on ENH
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
- Property Reinsurers: The Answer Is Blowing in the Wind [view article]
- Property and Casual Insurers, and Reinsurers Are Getting Cheap [view article]
- Russell 1,000 Stocks Closest to 52-Week Highs and Lows [view article]
- Profiting from Non-Hurricanes [view article]
loading ...Recent ENH Articles
- Property Reinsurers: The Answer Is Blowing in the Wind
- Property and Casual Insurers, and Reinsurers Are Getting Cheap
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ
- Russell 1,000 Stocks Closest to 52-Week Highs and Lows
- Insurer IPC Holdings Warns Following Floods - Others Exposed To The Risks
- David Merkel's Insurance Holdings
- Insurance Sector: What I Learned in Bermuda
- 1Q07 Insurance Earnings: What's Working, What's Not (Part VII)
- 1Q07 Insurance Earnings: What's Working, What's Not (Part VI)
- Insurance Stocks: Blowout Season Still Leaves Room for Upside -- Barron's
- Full List of Articles »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Hey guy........where is WaMu ? Every portfolio needs a solidfinancial.
Mr. Nygren Reply
Jacome
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: ) ReplyProperty 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
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
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. ReplyProperty 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? ReplyProperty 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
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 ReplyProperty 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. Reply2020
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 stocksand sleep better at night. Reply
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
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 for the past ten. So, buying them at a P/B of around 1 should give you a 50% increase within 2 or 3 years.Not too shabby.
Tom Reply
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
Property and Casual Insurers, and Reinsurers Are Getting Cheap [view article]
is a casual insurer one on vacation or out of a job? ReplyWendling
Property and Casual Insurers, and Reinsurers Are Getting Cheap [view article]
Add to this the following two facts,first about 8000 homes are being foreclosed on daily and, two that their is major manipulation of the stocks price by internal forces who control it and you have the makings of an issue headed for single digit prices before all is said and done. For more information on the internal forces at work on this issue click on my site and read the documentation and also my reviews of this stock.Richard Reply