Markel Corp (NYSE:MKL)
The Company markets and underwrites specialty insurance products and programs to a variety of niche markets and operates in three segments of the specialty insurance marketplace: the Excess and Surplus Lines, the Specialty Admitted and the London markets.
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Recs
mattmathiasen
(45.42)
Submitted: 5/9/2013 10:52:17 PM :
Start Price:
$528.00
MKL Score:
-1.24
Buying for the kids college fund. Looking forward to see what the value will be in 15 years. Tom Gainer will only be 66 by then.
Recs
TMFTycoon
(57.95)
Submitted: 4/17/2013 2:30:01 PM :
Start Price:
$520.53
MKL Score:
-4.91
Markel is a lot like Berkshire Hathaway: It gets great underwriting results, has a strong investment record, and its management is honest and skillful.
Recs
TMFTypeoh
(79.23)
Submitted: 2/23/2013 10:43:28 AM :
Start Price:
$492.38
MKL Score:
-0.87
Tremendous company. Great management, niche markets, lots of reinvestment opportunities. Should be able to grow book value above market rates. Out perform.
Recs
NHWeston102
(75.22)
Submitted: 2/15/2013 11:37:16 AM :
Start Price:
$490.63
MKL Score:
-0.83
Can't afford it, but might as well endorse it since MFool wasted a whole issue of Value repeating their endorsement because there's nothing else out there. Grumble, grumble, grumble....says the
MotleyTroll.
Recs
TempoAllegro
(46.27)
Submitted: 2/15/2013 2:50:39 AM :
Start Price:
$490.08
MKL Score:
-0.44
Markel is a powerhouse because as a specialty insurer, they both know how to underwrite and how to invest their float. Tom Gayner is doing a great job investing mostly in equities, and buying Markel today is essentially like buying a concentrated hedge fund run by Mr. Gayner, which is why Markel is often compared to Berkshire-Hathaway.
If we look at the top picks of Markel, the first, in fact, is Berkshire-Hathaway. Then comes CarMax, Diageo, Brookfield Asset Management, and Fairfax Financial Holdings, which is run by Prem Watsa, who has been called "the Warren Buffett of Canada." Here are some more of Markel's portfolio: Exxon-Mobil, Disney, Walmart, United Parcel Service. These 9 picks are over half of Markel's equity portfolio.
It would seem to me that Mr. Gayner is both learning from his picks, meaning he is associating himself with the right potential mentors by going all in on those stocks, or buying companies with pristine balance sheets or irreplaceable assets or management teams. The sum total is that Markel, itself, becomes irreplaceable.
Recs
EarlWeaverPort
(62.55)
Submitted: 1/23/2013 10:57:21 AM :
Start Price:
$467.21
MKL Score:
+2.31
Joe Magyer
Recs
Option1307
(30.45)
Submitted: 1/7/2013 3:03:30 PM :
Start Price:
$444.58
MKL Score:
+5.56
See my blog here: http://caps.fool.com/Blogs/buying-markel-seems-like-a/786503#commentsForm
Recs
jnare321
(64.25)
Submitted: 12/30/2012 5:06:15 PM :
Start Price:
$429.34
MKL Score:
+4.91
Knee jerk reaction to acquisition allows me to get in.
Recs
chk999
(99.98)
Submitted: 12/19/2012 1:30:37 PM :
Start Price:
$447.04
MKL Score:
+4.46
Gayner just got a whole bunch more money to play with.
Recs
Recs
clymerjones
(52.89)
Submitted: 9/5/2012 8:52:17 PM :
Start Price:
$435.00
MKL Score:
+5.06
A great compliment to Berkshire-Hathaway.
Recs
iksnamyzs
(76.91)
Submitted: 8/11/2012 7:16:28 PM :
Start Price:
$433.40
MKL Score:
+4.54
buy higher
Recs
almodovar
(< 20)
Submitted: 7/2/2012 11:56:36 AM :
Start Price:
$441.86
MKL Score:
-2.06
For my daughter.
Recs
cosmokramerrules
(63.31)
Submitted: 1/7/2012 12:00:30 PM :
Start Price:
$412.40
MKL Score:
-0.87
They're supposed to be the next Berkshire-Hathaway.
Recs
Landsman55
(67.98)
Submitted: 1/6/2012 6:03:30 PM :
Start Price:
$412.40
MKL Score:
-0.87
Undervalued by book and wil take off when equities trade on fundamentals
Recs
GarlicEater7
(< 20)
Submitted: 8/19/2011 7:35:19 PM :
Start Price:
$381.98
MKL Score:
-5.09
Mini Birkshire should weather the economic storm better than most.
Recs
Allstar13913
(99.80)
Submitted: 7/21/2011 8:02:48 PM :
Start Price:
$400.00
MKL Score:
+9.48
Similar to Berkshire, specializes in difficult to write insurance.
Recs
ipsiety
(< 20)
Submitted: 6/26/2011 10:03:50 AM :
Start Price:
$390.85
MKL Score:
+5.14
berkshire model
p/b=1.19
Recs
Mannzer
(40.35)
Submitted: 6/26/2011 6:03:47 AM :
Start Price:
$390.85
MKL Score:
+5.14
following the leader
Recs
joelechols
(41.78)
Submitted: 4/30/2011 1:02:47 AM :
Start Price:
$417.61
MKL Score:
+6.15
P&C insurance operations are ran very well. There is no moat (durable competitive advantage), but it doesn't need one. It uses float money to invest in outstanding companies with moats. Has consistently smoked the S&P with less standard deviation.
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