ACGL : Analysis & Opinions

  1. Will Cintas (CTAS) Surprise This Earnings Season? - Analyst Blog

    December 17, 2014
    Cintas Corporation (CTAS) is scheduled to report its second-quarter 2015 results after the closing bell on Dec 18
  2. Arch Capital Is Excellent, But No Bargain

    September 4, 2013
    Strong reserves and excellent underwriting have Arch Capital basically at fair value.
  3. Genworth Looking At A Lot Of Heavy Lifting

    July 8, 2013
    Genworth is looking at serious pressure from competition, weakening pricing, and worsening claims severity.
  4. Arch Capital Acquires CMG Insurance - Analyst Blog

    February 11, 2013
    Arch U.S. MI, the U.S. subsidiary of Arch Capital Group Ltd. (ACGL) intends to foray into the U.S. Mortgage Insurance market. ...
  5. Everest Re Trying To Balance Risk And Opportunity

    June 15, 2012
    Everest Re falls between stocks like Arch Capital and Allied World, which look fairly priced today and those like ACE and ...
  6. Argo Group Is A Confounding, But Potentially Undervalued, Stock

    June 15, 2012
    Argo has operationally underperformed, but valuation may yet be too low.
  7. High-Quality RenRe Not A Striking Bargain

    June 13, 2012
    If RenRe can maintain low teen ROEs for the long term, the stock is about 10-15% underpriced today. That's not a bad "hold" ...
  8. Can AXA Put All Of The Pieces Together?

    June 13, 2012
    AXA looks cheap, but the company's erratic performance history shouldn't be ignored.
  9. ACE Looks Like A Card Worth Playing In The Insurance Sector

    June 8, 2012
    ACE is leveraging a balanced, less cyclical insurance business model into solid returns.
  10. How Good Will The Good Times Be For Allied World Assurance?

    June 6, 2012
    Allied World has built an excellent business, and the stock reflects it.
  11. W.R. Berkley's Valuation Has Caught Up

    June 6, 2012
    W.R. Berkley's business is improving, but perhaps not enough to keep driving the stock. While long-term investors may wish ...
  12. Berkshire Hathaway Makes An Unusual Bid For Transatlantic

    August 10, 2011
    Berkshire makes an odd bid for an in-play reinsurance giant.
  13. Tomorrow's Great Dividend Companies

    May 4, 2011
    Though not major dividend companies today, these names could become bigger payers in the future.
  14. Berkley Looking Unloved

    April 27, 2011
    Berkley isn't getting much love, but investors shouldn't forget the solid operating history here.
  15. Arch Capital - A Weak Market Will Take Its Toll Eventually

    July 28, 2010
    Arch Capital continues to manage a soft rate cycle, but eventually it will constrain the company's ability to grow.
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