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JamesJoyce

JamesJoyce
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  • AIG Earnings Preview: Messy Report Ahead [View article]
    Great summary. Their combined ratio presumably picks up underwriting from earlier times. It would be good if they were to illustrate the changing quality of their book...and investors could more comfortably anticipate the improving ratio.
    Jul 28 04:49 AM | 1 Like Like |Link to Comment
  • A New Chapter For AIG [View article]
    I'd like to see more cash devoted to managing its debt, lock in lower rates ahead of a rate spike. If indeed 40 percent of its existing debt got taken on during the worst of times, then whenever AIG can it ought to restructure that.
    Jun 21 05:58 AM | Likes Like |Link to Comment
  • AIG Warrants Or AIG Common Shares? An Update On The Math [View article]
    Very good article Benjamin. Spot on.
    Jun 5 06:26 PM | 1 Like Like |Link to Comment
  • AIG Is Expensive At Any Price [View article]
    One thing this article did was try to challenge the love thats been pouring out for AIG. Thats a good thing for AIG appraisers. Arguably it is akin to Buffett looking for a bear to challenge BRK at its own shareholders meeting.

    Speaking of which, Buffett's observation about the danger of insurance company's wasting legacy bond portfolios seems relevant to AIG. What should it be pushing into?
    Mar 28 07:00 AM | Likes Like |Link to Comment
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