TRV : Analysis & Opinions

  1. Closing the Books on Q4 Earnings Season - Earnings Trends

    March 10, 2014
    Closing the Books on Q4 Earnings Season - Earnings Trends
  2. Strong Q4 Earnings, but 2014 Estimates Coming down - Earnings ...

    January 30, 2014
    Strong Q4 Earnings, but 2014 Estimates Coming down - Earnings Trends
  3. Unimpressive Earnings & Emerging Market Scare - Ahead of Wall ...

    January 24, 2014
    This emerging market scare has coincided with the less than reassuring picture emerging from the Q4 earnings season.
  4. What's Wrong with the Earnings Picture? - Earnings Trends

    January 23, 2014
    What's Wrong with the Earnings Picture? - Earnings Trends
  5. Q4 Earnings Season Gets Underway - Earnings Trends

    January 7, 2014
    Q4 Earnings Season Gets Underway - Earnings Trends
  6. 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.
  7. Dow Yields: A Potential Problem for Dividend ETFs

    June 26, 2013
    Yields on 10-year U.S. Treasurys jumped to 2.59 percent on Tuesday. That means 165, or a third of the S&P 500 constituents ...
  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. XL Group Exits on a High Note - Analyst Blog

    February 8, 2013
    XL Group plc's (XL) fourth-quarter 2012 operating income of 13 cents per share outpaced the Zacks Consensus Estimate of a ...
  10. Everest Re Gains on Lower Costs - Analyst Blog

    February 8, 2013
    Everest Re Group Ltd. (RE) reported fourth quarter 2012 operating earnings of 80 cents per share, substantially beating the ...
  11. PartnerRe Poses Fair Exit from 2012 - Analyst Blog

    February 7, 2013
    PartnerRe Ltd.'s (PRE) fourth-quarter 2012 operating earnings per share of $1.55 significantly surpassed the Zacks Consensus ...
  12. Allstate Beats Est., Hikes Dividend - Analyst Blog

    February 7, 2013
    Allstate Corporation's (ALL) fourth-quarter 2012 operating earnings per share of 59 cents significantly exceeded the Zacks ...
  13. A.M. Best Reiterates Unum Ratings - Analyst Blog

    February 4, 2013
    A.M. Best Co. reiterated the issuer credit rating (ICR) of "bbb" of Unum Group (UNM) and its present debt securities. Alongside ...
  14. A.M. Best Asserts Allstate's Debt - Analyst Blog

    February 1, 2013
    Ratings agency - A.M. Best Co. affirmed the debt and credit ratings of Allstate Corp. (ALL) and its subsidiaries. Accordingly, ...
  15. Chubb Beats Est; Guides for FY13 - Analyst Blog

    February 1, 2013
    Property and casualty insurer Chubb Corp. (CB) reported the fourth-quarter operating earnings of 16 cents per share, significantly ...
  16. NASDAQ Reports Modest 2012 Results - Analyst Blog

    January 31, 2013
    NASDAQ OMX Group Inc.'s (NDAQ) fourth-quarter 2012 operating earnings per share of 64 cents modestly surpassed the Zacks ...
  17. ACE Limited Beats, Cat Loss Hurts 4Q - Analyst Blog

    January 30, 2013
    ACE Limited (ACE) reported fourth-quarter 2012 operating income of $1.43 per share, up 14 cents from the Zacks Consensus ...
  18. WRB Beats on Higher Revenues - Analyst Blog

    January 29, 2013
    Property and casualty insurer W.R. Berkley Corp. (WRB) reported fourth-quarter core operating earnings of 64 cents per share, ...
  19. RLI Corp Beats Bottom Line Est. - Analyst Blog

    January 24, 2013
    RLI Corporation (RLI) reported fourth-quarter 2012 operating earnings of 89 cents per share. The result surpassed the Zacks ...
  20. Fitch Affirms Chubb Corp's Ratings - Analyst Blog

    January 23, 2013
    Fitch Ratings has affirmed the ratings of property and casualty insurer The Chubb Corporation (CB) with a stable outlook. ...
  21. Stock Market News for January 23, 2013 - Market News

    January 23, 2013
    Better-than-expected earnings from major companies lifted benchmarks into positive territory on Tuesday ahead of earnings ...
  22. 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. ...
  23. Insurance Stock Outlook - Jan 2013 - Zacks Analyst Interviews

    January 22, 2013
    The U.S. insurance industry entered 2013 facing the ravages of Hurricane Sandy, which resulted in billions of insured losses. ...
  24. Insurance Stock Outlook - 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. ...
  25. Essentia Rated by A.M. Best - Analyst Blog

    January 7, 2013
    A.M. Best Co. has allotted a financial strength rating ("FSR") and issuer credit rating ("ICR") to Essentia Insurance Company ...
  26. W.R. Berkley Stays Neutral - Analyst Blog

    December 26, 2012
    We are maintaining a Neutral recommendation on the shares of W.R. Berkley Corporation (WRB). Though the company's second-quarter ...
  27. PartnerRe Evaluates 4Q CAT Loss - Analyst Blog

    December 26, 2012
    Recently, property-casualty and life reinsurer - PartnerRe Ltd. (PRE) - announced the pre-tax catastrophe (CAT) loss projections ...
  28. 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 ...
  29. A.M. Best Rates Cincinnati Financial - Analyst Blog

    December 20, 2012
    As a part of its annual rating review process, rating agency A.M. Best Co. took rating action on Cincinnati Financial Corp. ...
  30. Sandy to Affect Assurant's 4Q - Analyst Blog

    December 20, 2012
    After witnessing benign catastrophe loss during the first nine months of 2012, property and casualty insurer Assurant Inc. ...
  31. RLI Corp. Held at Neutral - Analyst Blog

    December 20, 2012
    We retain our Neutral recommendation on RLI Corp. (RLI) following its third-quarter results. Though the bottom line surpassed ...
  32. WRB Gets Rated, Reveals Cat Loss - Analyst Blog

    December 17, 2012
    Late last week, rating agency A.M. Best affirmed the issuer credit ratings ("ICR") and debt ratings of W.R. Berkley Corp. ...
  33. Sandy Won't Help Insurance Pricing - Analyst Blog

    December 17, 2012
    Since most of the property and casualty insurers, adversely affected by the Hurricane Sandy, have provided their initial ...
  34. Hartford's 4Q to be Hit by Sandy - Analyst Blog

    December 12, 2012
    Yesterday, Hartford Financial Services Group Inc. (HIG) disclosed its initial estimate of losses incurred due to Hurricane ...
  35. Citigroup and Other Big Movers In Financial on December 5, 2 ...

    December 5, 2012
    The Nasdaq has decreased 1%, the S&P 500 has declined 0.1% and the Dow has increased 0.2% after the morning's trading. The ...
  36. Allstate Oct. CAT Loss Tops $1B - Analyst Blog

    December 3, 2012
    Last week, home and auto insurer Allstate Corp. (ALL) announced its pre-tax catastrophe (CAT) and net of reinsurance loss ...
  37. 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 ...
  38. Sandy Drives AFG to Tighten Guidance - Analyst Blog

    November 16, 2012
    Yesterday, American Financial Group Inc. (AFG) disclosed its preliminary estimation of the projected loss from Hurricane ...
  39. Sandy to Hurt Allstate's 4Q - Analyst Blog

    November 16, 2012
    Home and auto insurer, Allstate Corp. (ALL) announced its pre-tax catastrophe (CAT) estimates for October 2012 yesterday, ...
  40. RLI Declares Special Div, Loss Est - Analyst Blog

    November 15, 2012
    Going by its strategy to enhance shareholder return, property and casualty insurer RLI Corp. (RLI) has announced the payment ...
  41. 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 ...
  42. Chubb Corp. Stays Neutral - Analyst Blog

    November 2, 2012
    We are reiterating our Neutral recommendation on the shares of Chubb Corp. (CB), following its third-quarter earnings release. ...
  43. Allstate's EPS Beats, Rev Slumps - Analyst Blog

    November 1, 2012
    Allstate Corporation's (ALL) third-quarter 2012 operating earnings per share of $1.46 significantly exceeded the Zacks Consensus ...
  44. Stocks With Upgraded Broker Ratings - Screen of the Week

    October 30, 2012
    I'm sure we've all had the pleasure of waking one morning and seeing that a broker has upgraded one of our stocks. Usually ...
  45. Loews Outshines in 3Q - Analyst Blog

    October 29, 2012
    Loews Corporation L) reported third quarter 2012 adjusted net income of 86 cents per share, beating the Zacks Consensus Estimate ...
  46. Chubb Beats Est, Ups Guidance - Analyst Blog

    October 26, 2012
    Property and casualty insurer Chubb Corp. (CB) reported the third-quarter operating earnings of $1.98 per share, significantly ...
  47. 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 ...
  48. Travelers and Other Big Movers In Financial on October 18, 2 ...

    October 18, 2012
    So far today, the Nasdaq is trading down 0.3%, the S&P 500 remains relatively unchanged and the Dow is trading up 0.1%. The ...
  49. Chubb Reiterated at Neutral - Analyst Blog

    September 14, 2012
    We are reiterating our 'Neutral' recommendation on The Chubb Corp. (CB), following its second quarter earnings release. The ...
  50. TWGP Downgraded to Underperform - Analyst Blog

    August 22, 2012
    We are downgrading our recommendation on shares of Tower Group Inc. (TWGP)   to 'Underperform' from 'Neutral' following the ...
  51. RLI Corp. Retained at Neutral - Analyst Blog

    August 17, 2012
    With the improving pricing scenario in the insurance market and supported by RLI Corp.'s (RLI) strong infrastructure, we ...
  52. Berkley Ups Share Buyback - Analyst Blog

    August 10, 2012
    W.R. Berkley Corp. (WRB) announced that its Board has increased its share repurchase authorization to 10 million shares. ...
  53. Tower Lags Est, Revs Up - Analyst Blog

    August 7, 2012
    Property and casualty insurer, Tower Group Inc. (TWGP) reported second quarter 2012 operating loss of 39 cents per share, ...
  54. Loews Reports Weak Second Quarter - Analyst Blog

    July 30, 2012
    Loews Corporation L) reported second quarter 2012 adjusted net income of 47 cents per share, substantially missing the Zacks ...
  55. Cincinnati Financial Beats Estimates - Analyst Blog

    July 27, 2012
    Cincinnati Financial Corp. (CINF) reported second quarter 2012 operating earnings of 17 cents per share, striding ahead of ...
  56. Company News for July 20, 2012 - Corporate Summary

    July 20, 2012
    "    Yum! Brands, Inc. (NYSE:YUM) reported second quarter earnings per share of $0.67, lower than the Zacks Consensus Estimate ...
  57. Chubb Announces 2Q Cat Loss Est - Analyst Blog

    July 11, 2012
    Property and casualty insurer, Chubb Corp. (CB) expects a loss in the range of $200 million to $240 million on account of ...
  58. Rating Action on ACE Limited - Analyst Blog

    June 14, 2012
    A.M. Best reiterated the issuer credit ratings ("ICR") and senior debt ratings of "a" of ACE Limited (ACE) and ACE INA Holdings ...
  59. 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.
  60. 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 ...
  61. Usual Suspects Plagued By Jobs Report

    June 4, 2012
    To this point, May has been the worst month of 2012 for U.S. stocks, but the first day of June now has the dubious honor ...
  62. Tower Misses EPS Est., Revs Up - Analyst Blog

    May 8, 2012
    Property and casualty insurer Tower Group Inc. (TWGP) reported first quarter 2012 operating earnings of 56 cents per share, ...
  63. 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 ...
  64. S&P 500 Dividend Stocks Undervalued

    April 10, 2012
    If you're looking for value, have a look at these.
  65. Progressive Protecting Its Shareholders

    March 7, 2012
    Progressive's management manages its capital extremely well and earmarks much of it to growing shareholder returns.
  66. 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 ...
  67. Catastrophes Cost Allstate

    September 20, 2011
    Allstate released figures on its recent catastrophe costs, including those from Hurrricane Irene. Investors will want to ...
  68. June's Dow 30 Winners and Losers

    July 4, 2011
    See the best and worst performing DJIA stocks from June 2011!
  69. Ace Limited's Long-Term Appeal

    May 11, 2011
    Despite a recent run in the stock, Ace Limited still has appeal.
  70. Berkley Looking Unloved

    April 27, 2011
    Berkley isn't getting much love, but investors shouldn't forget the solid operating history here.
  71. XL Capital Looks For Higher Returns

    February 16, 2011
    XL Capital's recovery in its core business since the credit crisis has been impressive.
  72. Clues From Earnings Season's Biggest Letdowns So Far

    January 28, 2011
    Though it's still in the early stages, some industry trends are rising from the earnings ashes.
  73. 5 Stocks To Buy For Insurance

    January 6, 2011
    These five P&C insurers are among the largest in the industry, and possess a number of characteristics that give them plenty ...
  74. Aspen Insurance Is Undervalued

    January 5, 2011
    Given Aspen's impressive operating history, the discount to book value is surprising and leaves significant upside potential ...
  75. 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.
  76. 5 Stocks With Low P/Es

    November 25, 2010
    Stocks with low P/E ratios tend to, on average, outperform the market average. Here are five low P/E stocks worth a look.
  77. Marsh & McLennan - It Should Get Better From Here

    August 6, 2010
    Marsh & McLennan has been in the weeds for half a decade, but it may be time to look at this stock as a turnaround idea.
  78. 5 Cash Flow Kings

    July 8, 2010
    These five stocks are generating ample amounts of cash flow.
  79. 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.
  80. What Buffett's Been Doing

    May 21, 2010
    We look at legendary investor Warren Buffett's recent filings on his investment activity, and see what we can learn from ...
  81. Dow's Biggest Losers When It Tanked

    May 10, 2010
    On Thursday, May 6, the Dow tanked 1,000 points before pushing its way back up.
  82. Smoother Sailing Seen For Ace Limited

    April 9, 2010
    Trading at just over book value and under eight times forward earnings, Ace is worth keeping an eye on going forward.
  83. 5 Best Dow Stocks Year To Date

    March 9, 2010
    The DJIA is up just a couple of percent year to date, but some Dow stocks have done much better.
  84. Allstate Needs To Invest In Insurance

    February 17, 2010
    Allstate needs to see premium growth resume soon as future investment appeal will hinge on trends in the underlying insurance ...
  85. 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.
  86. Fair Isaac A Fair Investment

    December 1, 2009
    Fair Isaac should see improved top-line visibility in the near term, but longer-term trends remain a bit murky.
  87. How Comprehensive Is Your Income?

    September 17, 2009
    Comprehensive income is an important part of shareholder equity but is often overlooked.
  88. Performance Under Pressure

    July 8, 2009
    Measuring a stock's performance under pressure involves more than just a few key statistics.
  89. 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
  90. Two More Reasons To Diversify

    June 3, 2009
    GM and Citigroup being removed from the DJIA should cause investors to focus on diversification.
  91. Book Value Bargains Or Laggards?

    April 22, 2009
    A look at companies trading at a low multiple of book, honing in on Sears.
  92. 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 ...
  93. Interesting Insurance Stocks For 2009

    January 2, 2009
    Despite a tame hurricane season, insurers still took a beating in 2008. Learn what could be in store for the new year.
  94. 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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