RNR : Analysis & Opinions

  1. How To Profit From The Insurance M&A Frenzy

    December 14, 2014
  2. Arch Capital Is Excellent, But No Bargain

    September 4, 2013
    Strong reserves and excellent underwriting have Arch Capital basically at fair value.
  3. 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 ...
  4. 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" ...
  5. 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.
  6. 5 Reinsurance Stocks To Watch

    January 31, 2012
    Due to the decline in the reinsurance sector, many stocks within the sector are now trading at historic lows relative to ...
  7. 5 Reinsurance Stocks To Watch

    December 28, 2011
    Due to the decline in the reinsurance sector, many stocks within the sector are now trading at historic lows relative to ...
  8. Berkshire Hathaway Makes An Unusual Bid For Transatlantic

    August 10, 2011
    Berkshire makes an odd bid for an in-play reinsurance giant.
  9. Berkley Looking Unloved

    April 27, 2011
    Berkley isn't getting much love, but investors shouldn't forget the solid operating history here.
  10. Insurers Hit By Catastrophe Losses

    March 22, 2011
    Insurers have been hit with a series of catastrophe losses related to recent disasters in Japan and the South Pacific.
  11. How Wide Is Your Company's Moat?

    July 16, 2009
    Take five stocks from the Morningstar Wide Moat Index with positive price-to-sales and PEG ratios and you have some pretty ...
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