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P&C Insurers: Lucky or Smart?

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March 28, 2007 – Comments (0)

I've had my eye on the P&C insurers for a while now partly because they're selling at such tasty prices. The big questions with these guys are whether competition is going to kill profitability and whether a basically storm-free year last year makes them look more impressive than they really are.

Today there was an interesting article in the WSJ referencing Lloyds in particular saying that there's a lot going on behind the scenes making a lot of the P&C group more stable. I'm still in the process of digging up dirt, but any thoughts out there in CAPS blogland?

-Kopp 

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