Assurant, Inc. (AIZ)
Focuses on building & maintaining a portfolio of insurance businesses, leveraging a set of core capabilities, identifying & adapting to evolving market needs & centralizing certain key functions in the Corporate segment to achieve economies of scale.
Recs
adamdazzle
(75.09)
Submitted: 11/12/2009 8:12:54 PM :
Start Price:
$31.70
AIZ Score:
-3.63
Rest Assured, it's a winner.
Recs
randomvariable
(99.20)
Submitted: 11/6/2009 11:06:16 AM :
Start Price:
$30.40
AIZ Score:
-1.92
Seems stable, good P/E, cash, and debt, should recover 50% or so in the coming year or two.
Recs
dxdoormat
(43.07)
Submitted: 10/27/2009 3:57:00 PM :
Start Price:
$30.08
AIZ Score:
-1.10
Dominant position in niche market and history of performance.
Recs
NewlyMinted4Star
(< 20)
Submitted: 10/26/2009 2:27:40 PM :
Start Price:
$30.23
AIZ Score:
-1.32
This account tracks the performance of newly minted 4 star stocks - 3 star stocks that recently turned in to 4 star stocks.
Recs
Sundararaj
(32.55)
Submitted: 10/24/2009 6:20:37 PM :
Start Price:
$30.89
AIZ Score:
-2.86
Niche field.
Recs
wuff3t
(93.17)
Submitted: 10/19/2009 3:35:22 PM :
Start Price:
$31.90
AIZ Score:
-3.78
Long-tenured management, undervalued, and shareholder-friendly. I love the fact that they have their fingers in several pies - and pies (niche markets) that other people regard as too messy to deal with, to boot. That means that although they face the same risks as any insurer - having to pay out huge sums if a catastrophe strikes - those risks are diversified, so they can continue to generate cash in some areas even while potentially losing in others.
Recs
Ulenspiegel101
(42.45)
Submitted: 10/17/2009 7:50:45 AM :
Start Price:
$31.21
AIZ Score:
-2.31
well run niche player in battered area
Recs
Momentum21
(70.74)
Submitted: 10/16/2009 1:25:36 PM :
Start Price:
$30.33
AIZ Score:
+0.55
SA pick to watch
Recs
spundun
(86.46)
Submitted: 10/9/2009 1:46:41 AM :
Start Price:
$31.88
AIZ Score:
-6.73
HT Captain5Bagger
Recs
investorpoet2
(81.25)
Submitted: 9/18/2009 5:55:13 PM :
Start Price:
$32.08
AIZ Score:
-7.01
Assurant has produced very strong and stable underwriting profits and has a conservative, fixed-income portfolio of investments. Combined, these two growth engines have produced returns on equity of over 15%. In the past, the market has rewarded this growth with a multiple to book of about 1.75x. Today, shares closed just shy of $32 per share, while book value as of last quarter was $37 per share. If Assurant were priced at their historical 1.75x book, they would be valued at about $65 per share. A double from here.
Recs
phyrne
(90.82)
Submitted: 9/15/2009 7:15:36 AM :
Start Price:
$30.51
AIZ Score:
-4.03
cant remember why
Recs
chipotlepickle
(98.10)
Submitted: 9/8/2009 11:00:02 AM :
Start Price:
$29.04
AIZ Score:
+1.48
Baloney.
www.sec.gov/comments/s7-08-09/s70809-3984.pdf
Recs
wrready2
(65.75)
Submitted: 8/8/2009 12:50:38 PM :
Start Price:
$27.22
AIZ Score:
+3.34
Lots of cash and a good P/E
Recs
CaptainFiveBaggr
(99.73)
Submitted: 6/10/2009 1:01:09 PM :
Start Price:
$24.93
AIZ Score:
+4.94
Wish I got to it earlier. May take a few lumps in the meantime if the bears have their way. But should be solid longterm
Recs
Sparticus501
(80.54)
Submitted: 4/17/2009 3:52:02 AM :
Start Price:
$25.58
AIZ Score:
-10.57
Featured in USA Today as a bargain stock, good company.
Recs
jzoch3
(99.57)
Submitted: 3/15/2009 10:09:14 PM :
Start Price:
$20.62
AIZ Score:
+3.80
Market price is at a large discount to analyst estimates
Recs
NEWSMONKEY
(< 20)
Submitted: 3/9/2009 9:48:50 AM :
Start Price:
$16.60
AIZ Score:
-23.84
Those who are hoping for a recovery will be disappointed. Sell early sell often
Recs
PopsDaniecki
(95.90)
Submitted: 2/23/2009 10:38:11 AM :
Start Price:
$20.98
AIZ Score:
-0.69
More STIMULUS? More financials downside.
Recs
tenmiles
(99.99)
Submitted: 10/30/2008 2:32:24 PM :
Start Price:
$25.41
AIZ Score:
+2.71
Specialty insurance play getting crushed by natural disasters - hurricanes- and Wall Street disasters - impaired investments. Survivor with almost $500 million net cash should base soon around $25; technically about 10% oversold in the very near term
Recs
TMFFischer
(72.14)
Submitted: 10/21/2008 12:25:03 PM :
Start Price:
$48.77
AIZ Score:
-32.13
Assurant is, I believe, one of the best-run insurance companies in the country. Management focuses on niches where it can enjoy sustainable competitive advantages and pricing power (consumer warranties, healthcare for small businesses, etc.). Assurant is conservatively capitalized, and is actually on track to grow book value this year despite some investment losses. Book value will likely end 2008 around $34 to $35 per share. The stock, recently $40, is barely above that, even though historically it enjoys a multiple of about 1.75 times book value. Once the financial panic subsides, Assurant should still be standing strong, and the shares should recover.
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