• Jonathan Seaton
    $AIG Buy the dips. Trades significantly below BV. ILFC sale = more buybacks. Stronger quarters = more buybacks/div increases. Go Long
    2/26/14
    Reply (4)
    • glssmrbl: where do we think the market cap will be in 5 years? What about the DIV? I like it but is there really room to go much higher?
      2/26/14
    • StepUp: absolutely. several recent articles here for good info.
      2/26/14
    • Jonathan Seaton: AIG will grow significantly for the next several years as they bring their combined ratio below 100, since this will increase ROE
      2/27/14
    • Jonathan Seaton: With increase in ROE, BV will go up, and free cash flow. This means more dividends/and or buybacks. Win, Win, Win barring no catastrophes
      2/27/14