Everest Re Group Ltd. (RE)

All Comments on RE

  • commenter
    Aug 11 12:02 PM
    12 Stocks Ben Graham Would Like Here [view article]
    I believe the long record of dividends is about to be terminated and Augusy 08 will see no dividend


    On Jul 22 12:29 AM DaveinHacken sack wrote:

    > Barrett is a solid company that I bought too early. If you want to
    > read why, click on my website and then search for "anatomy of a mistake".
    Reply
  • commenter
    Jul 26 09:22 AM
    Wall Street Breakfast: Must-Know News [view article]
    ISV worth a look, good fundamentals, there were spikes on Thursday and Friday despite a bad market. A cup and handle was formed maybe in anticipation of good earnings. Reply
  • commenter
    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
    Jul 22 04:35 PM
    Wall Street Breakfast: Must-Know News [view article]
    PJ568, thanks for your feedback. We largely report adjusted earnings. This is due to the fact that analyst consensus estimates, which are the gauge by which many judge whether a given company has beaten or missed expectations, are formulated based on adjusted earnings. Reply
  • commenter
    Jul 22 03:10 PM
    Wall Street Breakfast: Must-Know News [view article]
    Many of the numbers referenced above appear to be adjusted and not actual. WB and BSX are two that jumped out as being off. One would expect adequate disclosure from the SA Editor about the numbers being referenced. Constantly reporting and discussing adjusted numbers is a sign of weakness that shouldn't be ignored. Reply
  • Wall Street Breakfast: Must-Know News [view article]
    It is amazing that so much of the financial health of the western world hinges on the performance of these public / private entities Fannie and Freddie. I was once a stockholder (liked the dividend), but sold when it became apparent to me a few years ago that I did not understand who the management worked for. If they are a cornerstone of the economy, the performance of their management needs to be judged by a standard of security, not growth of EPS, which drove them away from their government mission toward chasing the returns of sub-prime loans. Then the government wanted them to broaden the size of loans that they would handle. Despite hating a larger role for government, I have reluctantly come to the conclusion that they neeed to be publicly owned and directed. Ugh. I can't believe that I said that. Reply
  • commenter
    Jul 22 09:09 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    why pay attention to moody,s? why pay attention to anybody? all have an agenda & its not to put money in your pocket.once you know that selfserving lying & greed is the game you should think for yourself. Reply
  • commenter
    Jul 22 07:38 AM
    Wall Street Breakfast: Must-Know News [view article]
    well looks like Moody's go unlished playing the rating game again without foundation or facts and just based on speculation. They need to reinstate triple A ratings on some of the bond insurers that were downgraded unjustifiably Reply
  • commenter
    Jul 22 12:29 AM
    My Website
    12 Stocks Ben Graham Would Like Here [view article]
    Barrett is a solid company that I bought too early. If you want to read why, click on my website and then search for "anatomy of a mistake". Reply
  • commenter
    Jul 21 09:22 AM
    12 Stocks Ben Graham Would Like Here [view article]
    I agree with 1 for sure (but I am biased). I have aggressively accumulated LYTS below 10. Long record of dividend payments and increases, check it out for yourself.

    Thanks for the list, I will review some of the others.
    Reply
  • commenter
    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
    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
    Jul 10 05:42 AM
    More Replacement Tickers for Reshaping David Merkel's Portfolio [view article]
    wouldn't SKM fit in the 'cheap for Korea' mold? Reply
  • commenter
    Apr 29 09:22 AM
    25 Stocks Benjamin Graham Would Like [view article]
    i think PLFE will be sold soon as the C.E.O. is geting old and will retire in 2009 Reply
  • commenter
    Apr 28 08:24 AM
    25 Stocks Benjamin Graham Would Like [view article]
    Examples: If you look at the list in the article, consider the sources of their capital (hey! look at that of B-H which Buffett regularly explains) and thus at the cost - any wonder at the predominance of insurors, in which the cost of capital consists of supplying the services of spreading risks (actuarially on lives), not taking risks, notably auto insurors are absent (probably due to costs of service provisions?) ? Reply