HCC Insurance Holdings (HCC)

All Comments on HCC

  • 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
    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
    TomArmistead
    Jul 23 08:15 PM
    My Website
    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
  • 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
    Alan
    Brochstein
    Jul 15 01:12 PM
    My Website
    Dividend Growth Stocks: A Salve for the Bear's Bite [view article]
    try going to my blog - ab.typepad.com
    Reply
  • commenter
    veryold
    Jul 15 11:36 AM
    Dividend Growth Stocks: A Salve for the Bear's Bite [view article]
    please reprint the chart so it can be read
    consider this very important information     Reply
  • commenter
    Alex Garcia
    Jul 15 09:59 AM
    My Website
    Dividend Growth Stocks: A Salve for the Bear's Bite [view article]
    Cannot see chart.... Reply
  • commenter
    notsosmart
    Jul 11 02:57 PM
    My Website
    Property and Casual Insurers, and Reinsurers Are Getting Cheap [view article]
    is a casual insurer one on vacation or out of a job? Reply
  • commenter
    Richard
    Wendling
    Jul 11 05:24 AM
    My Website
    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
  • 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
  • commenter
    DonaldRay
    Jul 06 10:35 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Very valuable too me.....it says too replace your loosers with winners and have a selection process....most of these stocks will probablely be winners and he knows it and says you do not have too pick the very best just one that will outperform your loosers...this is very insightfull and goes with the golden rules of trading...increase winnners and decrease loosers.... Reply
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