Reinsurance Group of America, Inc. (RGA)

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All Comments on RGA

  • commenter
    sopocistudio
    Jul 24 12:47 AM
    My Website
    Not All Financials Are Poison [view article]
    nyka,

    A bit harsh....actually, the author's to be commended for pointing out there ARE some/a few things worth looking at in the sector, AND he had the stones to be explicit vis a vis personal holdings.

    A good piece, Dave. I pay attention to your "stuff".

    old trader     Reply
  • commenter
    nyka
    Jul 23 06:13 PM
    My Website
    Not All Financials Are Poison [view article]
    This fails to pass the "Who cares?" test. Reply
  • commenter
    Aalan
    Jul 22 11:51 AM
    Not All Financials Are Poison [view article]
    Historically, it's been hard for insurers to turn a profit when reserves can't be invested profitably. Why should we expect them to be profitable when there's no other investment that is?
    Casualty risks from weather events are at an all-time high.
    I don't see much future here, but good luck to you.     Reply
  • commenter
    nsurinvest
    Apr 28 07:18 PM
    Why I'm Not Concerned About Reinsurance Group of America [view article]
    Even when RGA a few years back had two adverse claims quarters in a row, they bounced back, so yes, I would normally agree with David's assessment. So while this is somewhat expected, I'm a bit more concerned than usual. The UK publication MoneyMarketing reported on 16-April (a day prior to the earnings announcement) about the sudden departure of the head of the UK Operation. This, after being with the company for 9 years, building this market up from nothing. Neither the CEO or the CFO said anything about this during the call, either.
    The MoneyMarketing blurb is in quotes below.
    "Perry Thomas leaves RGA
    Helen Pow - 16-Apr-2008
    RGA head of UK business Perry Thomas has left the reinsurer with immediate effect. The role will be filled by Enda Murphy, who currently heads up the international business based in Dublin.
    Thomas, who had been at RGA for nine years, has not revealed where he is going. "     Reply
  • commenter
    fxtrader07
    Apr 21 11:16 AM
    Why I'm Not Concerned About Reinsurance Group of America [view article]
    You give the impression that the quarterly miss was due to quite of normal fluctuations in death claims. But, a larger part of the miss comes from a significant investment loss of 155 million. even though mgmt is pretty much convinced that most if that loss will be reversed over the longer run, this IS a very important issue, no? When an insurance company reports significant losses in their investment protfolio, it is ALWAYS a cause for concern, because it is these investments (along with smart underwriting) that ultimately creates (or destroys) the value.
    So i am not holding my breath here- there may well be more negative news in store from the company next quarter if the current liquidity and credit market crisis continues or worsens.     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:22 AM
    My Website
    General Discussion on RGA
    Is this a buy or a sell? Reply
  • commenter
    Alpha Seeker
    Jan 24 09:35 AM
    Time to Rebalance, and I'm Moving Up in Cash [view article]
    I don't know how you are but you have a golden star from SA. it sounds like you are smarter than many out there, however, you should have been in this proposed trade earlier.Still, you will outperform.
    Rob
    WallastonInvestments.c...     Reply

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