Argo Group International Holdings, Ltd. (NASDAQ:AGII)

CAPS Rating: 5 out of 5

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Member Avatar larvalbug (20.05) Submitted: 8/25/2014 11:46:56 PM : Outperform Start Price: $52.35 AGII Score: -1.76

Low EV/EBITDA, P/E, P/Bk, and D/E. Has a dividend, with low dividend payout ratio. Good return on equity.

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Member Avatar Robert8147 (< 20) Submitted: 8/31/2009 12:38:49 PM : Outperform Start Price: $32.96 AGII Score: -40.14

focus on ROE in insurance operation and capping losses wiht re-insurance stands to minimize cat losses.

Recs

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Member Avatar rorshey (81.27) Submitted: 2/21/2008 12:44:36 PM : Outperform Start Price: $35.06 AGII Score: -7.34

PROS:

.89 Capacity Ratio.

1.3B surplus for Internation/Specialty (Re)

Trades less than BV.

High growth prospects.

Merger creates synergy and Peleus adds high growth aspect to stable portion of business.

CONS:

Systematic Risk - mainly subprime issues. Can also be unsystematic, depending on Argo's exposure to subprime market in their investment portfolio.

Weak Re and Insurance pricing. High competition and uncertainty of catastrophic weather events and global warming (how real is it?).

Recs

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Member Avatar tonyhamm02 (41.79) Submitted: 8/28/2007 5:45:13 PM : Underperform Start Price: $38.05 AGII Score: +10.65

Overpaid for PYRE at $5.17. PYRE fell from $25 because of its flawed risk models and its very high risk re-insurance contracts. It was an accident waiting to happen well before Katrina.
Anytime they got wiped out, seemlying recapitalised by shareholders. A lot of dodgy accounting - debts treated as assets on balance sheet due to accouting laxity in bermuda.

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