Seeking Alpha

Odyssey Re Holdings Corp. (ORH)

()

Comments on ORH

  • OdysseyRe: Inflation and Deflation Protection in One Investment [View article]
    FFH is indeed a gem. Fordisclosure purposes we added long positions in FFH after this article was printed. On Dec 02 07:47 AM... More »
    Comment by Tim Ayles
    Dec 11 11:28 am |
    Rating: 0 0
  • OdysseyRe: Inflation and Deflation Protection in One Investment [View article]
    FFH is easily the markets best kept secret (until now). Fairfax 2009 is no different from Berkshire 1985! Smart investors know. ;)
    Comment by DeepValueLover
    Dec 2 07:47 am |
    Rating: +2 0
  • Closing Update: Stocks String Together 3 Straight Wins, Commodities Gain [View article]
    The thing that I find incredible is all the talk about inflation. Consumers aren't borrowing - they are paying down debt which is... More »
    Comment by bricki
    Sep 8 17:16 pm |
    Rating: +4 0
  • Closing Update: Stocks String Together 3 Straight Wins, Commodities Gain [View article]
    consumers reduced credit borrowing by 21.6 billion in the month of June, economist predicted the number to be 4 billion so the economic... More »
    Comment by enigmaman
    Sep 8 16:58 pm |
    Rating: +3 0
  • Closing Update: Stocks String Together 3 Straight Wins, Commodities Gain [View article]
    "July consumer credit fell at 10.4% rate, the biggest decline since the government began keeping records." This is the type of... More »
    Comment by whidbey
    Sep 8 16:52 pm |
    Rating: +5 0
  • Closing Update: Stocks String Together 3 Straight Wins, Commodities Gain [View article]
    Mergers may just suggest that some companies think they will do better if they take advantage of economies of scale. Some may feel they... More »
    Comment by David White
    Sep 8 16:41 pm |
    Rating: +5 0
  • Notes from the Value Investing Congress [View article]
    Just an edit, with regard to "high probabililty investors." You mean that "business failure is driven by showing UNfavorable... More »
    Comment by Graham and Dodd Investor
    May 6 17:18 pm |
    Rating: 0 0
  • Odyssey Re: Still Selling at a Discount [View article]
    Thanks Ron. I don't need any respect. I'll take the returns over respect any day. :)
    Comment by Benjamin Hacker
    May 5 00:04 am |
    Rating: 0 0
  • Odyssey Re: Still Selling at a Discount [View article]
    Ben picking about the only financial that has increased in value should get you some respect but probably not much attention. It appears... More »
    Comment by ubuy2w
    Apr 27 23:25 pm |
    Rating: +1 0
  • 2008 Stock Market: 51 Rays of Light [View article]
    Zero content. Anyone can compile lists upon lists. Reader, pass by.
    Comment by Jake2
    Jan 8 12:18 pm |
    Rating: 0 -1
  • Reinsurer Stocks: A Fear-Driven Market Creates Opportunity [View article]
    Dramatic price move for ORH today is due to analysts' comment about less competition in the insurance business. However, one should... More »
    Comment by Kevin_S
    Jan 5 20:02 pm |
    Rating: 0 0
  • Reinsurer Stocks: A Fear-Driven Market Creates Opportunity [View article]
    InsuranceDude, I agree that ORH has a very conservative fixed income portfolio, but the “target” price is driven more by its growth... More »
    Comment by John Appel
    Dec 2 11:01 am |
    Rating: 0 0
  • Reinsurer Stocks: A Fear-Driven Market Creates Opportunity [View article]
    CORRECTION - The article states incorrectly that ACE's combined ratio does not include its reinsurance business. The ratio does include... More »
    Comment by John Appel
    Nov 27 12:15 pm |
    Rating: 0 0
  • Reinsurer Stocks: A Fear-Driven Market Creates Opportunity [View article]
    I forgot one other thing--a massive share buyback program that is gathering up shares at a large discount to book. It's all about... More »
    Comment by InsuranceDude
    Nov 26 08:42 am |
    Rating: 0 0
  • Reinsurer Stocks: A Fear-Driven Market Creates Opportunity [View article]
    I am not sure how you get a target price for ORH that is a significant discount to ~$42 book? It is the cream of this crop of companies... More »
    Comment by InsuranceDude
    Nov 26 08:40 am |
    Rating: 0 0