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At last a little respect for P&C insurers


twacowfca

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A funny thing happened while everyone was watching the indexes last week.  A number of mostly  better P&C companies hit 2011 highs.  Including:

 

WRB

 

ACE

 

CB

 

ACGL

 

FFH

 

LRE

 

RLI

 

and even an also ran like TRH

 

Look for more new highs for these and others as buybacks kick in now that the hurricane season is over.  :)

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A funny thing happened while everyone was watching the indexes last week.  A number of mostly  better P&C companies hit 2011 highs.  Including:

 

WRB

 

ACE

 

CB

 

ACGL

 

FFH

 

LRE

 

RLI

 

and even an also ran like TRH

 

Look for more new highs for these and others as buybacks kick in now that the hurricane season is over.  :)

 

This is a great example of how following this board has really helped me. I would never have looked at RLI or especially LRE without reading posts here. LRE is especially great. Good company, shareholder oriented, very disciplined. Just the type I would like to own outright and just leave managers in place. Luckily I was able to get in a lot lower. Thanks for the ideas and any more like these. Ron

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