TRV : Analysis & Opinions

  1. China, Europe & Earnings at Home - Ahead of Wall Street

    October 21, 2014
    Unlike China, Europe's capacity to fight its deflation problems has been far less clear. Q3 earnings from mostly U.S. companies ...
  2. With 1/3 of the S&P 500 Having Reported Earnings… - Ahead ...

    July 22, 2014
    Hard to tell at this stage if we are at the starting point of a favorable shift in the aggregate earnings picture, but the ...
  3. Q1 Continues Unimpressively - Ahead of Wall Street

    April 22, 2014
    Excluding the drag from the Finance sector, total earnings would be up +2.8% on +3.3% higher revenues.
  4. Closing the Books on Q4 Earnings Season - Earnings Trends

    March 10, 2014
    Closing the Books on Q4 Earnings Season - Earnings Trends
  5. Earnings Season in Final Stretch - Earnings Trends

    March 4, 2014
    Earnings Season in Final Stretch - Earnings Trends
  6. What's Wrong with the Earnings Picture? - Earnings Trends

    January 23, 2014
    What's Wrong with the Earnings Picture? - Earnings Trends
  7. Hartford's Transformation Continuing To Unlock Value

    July 8, 2013
    Hartford's transformation is going better than expected, and the shares could still be cheap.
  8. U.S. Insurers Turn A Major Corner

    June 25, 2013
    After suffering, the property and casualty insurance industry is back. The group has reported their first underwriting profit ...
  9. Insurance Stock Overview - Jan 2013 - Industry Outlook

    January 22, 2013
    The U.S. insurance industry entered 2013 facing the ravages of Hurricane Sandy, which resulted in billions of insured losses. ...
  10. Tower Stays Neutral - Analyst Blog

    January 2, 2013
    We are reiterating our Neutral recommendation on the shares of Tower Group Inc. (TWGP). The benefits of organic growth, acquisitions ...
  11. RNR Estimates Loss from Sandy - Analyst Blog

    December 21, 2012
    RenaissanceRe Holdings Ltd. (RNR) announced its initial estimate of a net negative impact of $130 million on its fourth quarter ...
  12. Should You Invest In Insurance Stocks?

    December 11, 2012
    Don't judge insurance stocks by looking at the latest catastrophe. Washington lawmakers can change the fate of insurance ...
  13. Fitch Affirms CINF, Holds It Stable - Analyst Blog

    November 23, 2012
    Earlier this week, leading rating agency Fitch ratings, took a rating action on the U.S. property and casualty insurer Cincinnati ...
  14. Sandy to Hurt Insurers' 4Q Margins - Analyst Blog

    November 13, 2012
    While the U.S. property and casualty insurers had reported favorable earnings in the first nine months of 2012, superstorm ...
  15. Protect Your Portfolio with These Insurance ETFs - ETF News And ...

    October 25, 2012
    Leading up to the Q3 earnings season, investors were quite uncertain about the direction of American stocks to close out ...
  16. Allstate Upped to Outperform - Analyst Blog

    October 18, 2012
    We have promoted Allstate Corp. (ALL) with an 'Outperform' recommendation from 'Neutral' based on the significant improvement ...
  17. The Travelers Companies Third Quarter Earnings

    October 18, 2012
    The Travelers Companies (AMEX:TRV) announced its results for the third quarter on October 18, 2012. The Travelers Companies ...
  18. New Ratings

    October 9, 2012
    New York, May 23rd (TradersHuddle.com) - These are the research analyst new ratings before the market open. Travelers (NYSE:TRV) ...
  19. 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.
  20. 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 ...
  21. XL Group Seems To Be Back On The Right Track

    June 5, 2012
    XL is a different company now, but still needs a better ROE to be a long-term winner.
  22. Progressive Takes One Step Forward, One-Half Back

    April 16, 2012
    Progressive shares have been strong lately, as have shares for many insurers. However, progressive's margins are soft. The ...
  23. S&P 500 Dividend Stocks Undervalued

    April 10, 2012
    If you're looking for value, have a look at these.
  24. 5 Stocks To Buy For Insurance

    December 29, 2011
    These leading insurers have held up quite well this year, and the outlook over the next few years supports looking at them ...
  25. Berkley Looking Unloved

    April 27, 2011
    Berkley isn't getting much love, but investors shouldn't forget the solid operating history here.
  26. Progressive Perking Up

    April 18, 2011
    Progressive's growth trends look to be rebounding again, making the shares worth a closer look.
  27. Property And Casualty Having Better Year

    December 30, 2010
    The Property and Casualty industry reported improved financial performance in the first nine months of 2010.
  28. Progressive Insurance Making Progress

    July 16, 2010
    Progressive stands out for its double-digit premium and investment income growth.
  29. Property And Casualty Insurance: Things Could Be Worse

    June 30, 2010
    The property and casualty industry is profitable so far in 2010, but it faces sluggish pricing and declines in premiums. ...
  30. The S&P 500's Cheapest Stocks

    April 27, 2010
    Everybody loves a bargain, but finding a true bargain in the stock market can be a difficult task.
  31. A Review Of 2009 In Property and Casualty Insurance

    December 29, 2009
    This market paid off for those who had the fortitude to invest.
  32. 4 Stocks Berkshire Hathaway Recently Bought

    December 3, 2009
    All value investors ought to keep abreast of the thinking - and actions - of the world's wealthiest individual.
  33. How Comprehensive Is Your Income?

    September 17, 2009
    Comprehensive income is an important part of shareholder equity but is often overlooked.
  34. Allstate's Good Hands Gone Bad?

    June 12, 2009
    Allstate is a mixed bag right now; though they refused TARP money, they have exposure to mortgage-backed securities
  35. Two More Reasons To Diversify

    June 3, 2009
    GM and Citigroup being removed from the DJIA should cause investors to focus on diversification.
  36. Has The Combined Ratio For P/C Peaked?

    April 15, 2009
    The property and casualty industry combined ratio hit 104.7 in 2008, but recent industry survey and management commentary ...
  37. Say Goodbye To The Soft Insurance Market

    October 28, 2008
    Insurance companies are feeling more cautious about the risks involved with underwriting. Consumers can expect policy prices ...
  38. 3 Value Plays Revealed Using Forward P/E

    October 13, 2008
    The forward P/E ratio can unearth long-term value plays that other investors miss. We examine three stocks worth a second ...
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