Seeking Alpha

Everest Re Group Ltd. (RE)

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Comments on RE

  • Hedge Fund Holdings: Seth Klarman, David Einhorn, Marty Whitman [View article]
    I maitaining my positions in PDLI and LINE. I bought them months ago at a lower price and I like the dividends.
    Comment by Fran27
    Sep 15 15:52 pm |
    Rating: 0 0
  • Hedge Fund Holdings: Seth Klarman, David Einhorn, Marty Whitman [View article]
    Marti certainly was wrong on RDN and MTG. Can someone tell me what is going on here? I know they are denying claims left and right due... More »
    Comment by User 484522
    Sep 10 17:23 pm |
    Rating: 0 0
  • Cloudy Forecast for Global Reinsurers [View article]
    reinsurence as a sector of finance is dead, the times of leverage are over
    Comment by NUCLEAR1929
    Sep 8 13:25 pm |
    Rating: 0 -2
  • Einhorn's Greenlight Capital's Big Bets on Gold: 13F Filing - Q1 [View article]
    I'm surprised that nobody is using TIPS as a hedge much instead of gold - at least TIPS are undervalued and less volatile. Gold has had... More »
    Comment by Simon Monger
    Aug 21 15:00 pm |
    Rating: 0 0
  • Hedge Fund Holdings: Seth Klarman, David Einhorn, Marty Whitman [View article]
    "Greenlight also sold their position in the Gold ETF (GLD) as well as their stake in Target (TGT). Does this mean Einhorn is backing off... More »
    Comment by Jabalong
    Aug 20 06:46 am |
    Rating: +2 0
  • Hedge Fund Holdings: Seth Klarman, David Einhorn, Marty Whitman [View article]
    Damn, it seems I scaled way back on my holdings in PVX not too long after Whitman got in!! Guess that's why he's rich and famous, and... More »
    Comment by Old Trader
    Aug 19 20:46 pm |
    Rating: +2 0
  • Hedge Fund Holdings: Seth Klarman, David Einhorn, Marty Whitman [View article]
    I am maintaining my position in LINE also. The only reason to sell it is to take profits...but why not hold onto it? Love those dividends.
    Comment by macsmart
    Aug 19 18:35 pm |
    Rating: 0 0
  • Hedge Fund Holdings: Seth Klarman, David Einhorn, Marty Whitman [View article]
    As an income investor, I am maintaining my position in LInn Energy (LINE), despite the significant increase in share price from the... More »
    Comment by Emerald
    Aug 19 11:36 am |
    Rating: +1 0
  • Hedge Fund Holdings: Seth Klarman, David Einhorn, Marty Whitman [View article]
    As a value investor I am a big fan of Marty Whitman but I am puzzled about his stance on MBIA. I used to take a lot of comfort in the... More »
    Comment by Tom Armistead
    Aug 18 15:29 pm |
    Rating: 0 0
  • 25 Stocks Benjamin Graham Would Like [View article]
    Ben Graham would have used, what is now called, the Cyclically Adjusted Price Earning Ratio (CAPE) during a recession/depression which... More »
    Jul 22 08:50 am |
    Rating: +1 0
  • Einhorn's Greenlight Capital's Big Bets on Gold: 13F Filing - Q1 [View article]
    You can get an easy to use table of Greenlight's portfolio as of Q1 here: http://www.rocketfinancial.com/Holdings.aspx?fID=854
    Comment by Value Seeker
    Jun 1 10:43 am |
    Rating: 0 0
  • Will Financial Stocks Continue Rewarding? [View article]
    Housing is just one segment of a financial institution's earnings. It affects different banks in different ways depending on how... More »
    Comment by DannyBoy153
    Jun 1 09:51 am |
    Rating: +1 0
  • Financials - Up 39%in Q2, Will They Continue Rewarding? [View instapost]
    Materials (XLB) certainly looks like the best pick at the moment.
    Jun 1 08:51 am |
    Rating: 0 0
  • Will Financial Stocks Continue Rewarding? [View article]
    the foundation for financials comeback lies on the correction of the oversupply in housing, these excess inventories need to be cleared... More »
    Comment by Ishortyou
    Jun 1 08:07 am |
    Rating: 0 0
  • Einhorn's Greenlight Capital's Big Bets on Gold: 13F Filing - Q1 [View article]
    this is cetin writing under another name attempting to fool people again. can't you find another site to troll cetin, or have you been... More »
    Comment by dcb
    May 31 23:02 pm |
    Rating: +1 -1