Hints and tips:
...Our insurance team’s favorite life companies are Prudential and ASR We remain overweight of P&C Defensive: The sector should be agnostic to the cycle (having no correlation with HY spreads and PMIs) yet...
...In 2007, when MBIA et al were still considered bullet-proof (at least as far the other rating agencies were concerned), founder Sean Egan projected massive losses for the monoline monoliths – rightly, as...
...Through such additional considerations, investors such as Buffett/Fischer/Greenblatt, et. al. seem to have dramatically improved upon Mr. Grahams original concept. Thank you....
...Andrew Wood, an analyst with Sanford C....
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