Use access key #2 to skip to page content.

UltraContrarian (30.29)



Insurance - The Dismal Sector

January 31, 2010 – Comments (16) | RELATED TICKERS: VR , FSR.DL , FMR.DL

Between underwriting risk and investment risk, insurance and reinsurance historically command a lower P/E and P/B than the rest of the market, but rarely this much lower. Insurance (along with banking) has a current reputation for extreme risk after the turmoil of the last few years.  But many companies (particularly smaller ones) breezed through the market meltdown and recession.  Here is a list of some companies, roughly in order of how much I like them.  Based on the low prices this may be the best sector in the US over the next 5 years.



Rec, reply and contact TMF if you want the screener fixed

January 25, 2010 – Comments (10) | RELATED TICKERS: T , M , F

As many of you have probably noticed, TMF updated the appearance of the stock screener a couple of months ago.  It looks nice, however it introduced a few functional problems.  [more]



Help clean out my CAPS portfolio

November 26, 2008 – Comments (11) | RELATED TICKERS: NFP.DL , ANDE , OFG

Hooray, I'm an all-star again!  [more]



What force is holding mediocre banks up?

October 18, 2008 – Comments (10) | RELATED TICKERS: CFFN , GBCI , CNBC.DL

Why have some mediocre small cap banks performed so well in the lending crisis and general bear market? The banks below are probably not in danger of bankruptcy but on the other hand have no apparent upside.  [more]



A Banking Poll

September 14, 2008 – Comments (2) | RELATED TICKERS: FED , ABKFQ.DL , WAMUQ.DL

I'm curious, approximately what size does the CAPS community think the largest bank/financial to fail, be nationalized or forced by the Fed into merger will be?  Within the next five years, not counting Bear, IndyMac, Fannie Mae, Freddie Mac or Lehman.  [more]

Featured Broker Partners