Montpelier Re Holdings Ltd. (NYSE:MRH)

CAPS Rating: 5 out of 5

Through its operating subsidiary Montpelier Reinsurance Ltd. is a provider of global property and casualty reinsurance and insurance products.

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Member Avatar cmrk3 (27.02) Submitted: 9/13/2014 3:45:29 PM : Outperform Start Price: $31.51 MRH Score: +4.84

Screened for PE and inside ownership

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Member Avatar Herbstmd (52.98) Submitted: 7/2/2014 10:18:51 AM : Outperform Start Price: $31.98 MRH Score: +2.30

Solid company, cheap PE, good business

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Member Avatar rbitrage (56.97) Submitted: 6/27/2014 12:53:03 PM : Outperform Start Price: $31.56 MRH Score: +2.71

Montpelier Re Holdings Ltd. is an insurance company located in Bermuda. Warren Buffet recently made a stink about how the returns in the reinsurance industry has gone down recently as yield-hungry investors gobble up catastrophe bonds- especially here in the US. While the earnings of these insurers are being squeezed, Montpelier remains cheap on several ratios, including Price to Free Cash Flow, PE and Price to Book. The result is a cheap stock in an industry that continues to do well. The outlook going forward may be diminished but the stocks in this sector reflect it. This particular insurer has bested the S&P over the last few years- and should continue to do so.

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Member Avatar ElCid16 (96.90) Submitted: 6/11/2014 9:30:25 AM : Outperform Start Price: $30.68 MRH Score: +2.14

Cannibal.

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Member Avatar MrMighty (35.51) Submitted: 6/4/2014 11:45:54 AM : Outperform Start Price: $30.99 MRH Score: +3.47

nice dividend, a history of share buybacks, and decent fundamentals have me picking this stock up again.

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Member Avatar Kvedarna (99.50) Submitted: 5/14/2014 4:02:13 PM : Outperform Start Price: $30.68 MRH Score: +2.14

valuation. looking for reasonably valued reinsurers

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Member Avatar jtallenmd (99.54) Submitted: 5/2/2014 3:08:11 PM : Outperform Start Price: $30.86 MRH Score: +1.29

Trading at just a little bit above book value. Estimated intrinsic value of $85.

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Member Avatar InvestmentMAGE (< 20) Submitted: 3/22/2014 3:03:40 PM : Outperform Start Price: $29.37 MRH Score: +5.87

Ben Graham screen

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Member Avatar tprooney3 (92.58) Submitted: 3/21/2013 3:56:12 PM : Outperform Start Price: $25.26 MRH Score: +1.81

Good entry point at less than book value, lots of room to grow market cap

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Member Avatar Alaskabackpacker (31.37) Submitted: 3/8/2013 6:40:05 PM : Outperform Start Price: $24.38 MRH Score: +7.27

This insurance company has weathered the Sandy storm better than expected and beat earnings the last 3 quarters. They are valued at less than book and the chart looks great.

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Member Avatar starbucks4ever (98.67) Submitted: 1/18/2012 2:14:39 PM : Outperform Start Price: $16.18 MRH Score: +51.02

Paradox: quality stocks are reasonably priced while junk is outrageously expensive. Which would you rather hold for the next 5 years, MRH or AAPL? I think the choice is clear. Outperform.

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Member Avatar dmspiff (< 20) Submitted: 2/23/2011 2:03:13 PM : Outperform Start Price: $18.40 MRH Score: +27.34

Great management, reasonable valuations, clean balance sheet. Disaster claims impossible to predict but considering the managements discipline to avoid contracts when pricing is not favorable this is likely to be a good pick for the long-haul.

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Member Avatar russiangambit (29.37) Submitted: 2/6/2011 3:31:17 PM : Outperform Start Price: $18.70 MRH Score: +24.85

varp screen

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Member Avatar NeedaClue7 (58.92) Submitted: 1/13/2011 7:00:54 PM : Outperform Start Price: $15.49 MRH Score: +50.75

After several benign hurricane seasons, the market seems to be getting past its aversion to this stock which originated with their large underwriting losses from Hurricane Katrina. MRH seems on a run to return to more traditional reinsurance company valuation levels which could lead to a mid-$20's stock value (based on $22-23 current book value per share). After that, MRH has to show that it can continue a disciplined approach to pricing and, of course, can diversify its risk portfolio so another Katrina event doesn't happen. I believe they have the right people in place to succeed on all counts.

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Member Avatar nogolf (80.78) Submitted: 7/26/2010 1:31:55 PM : Outperform Start Price: $14.35 MRH Score: +50.72

Re-positioning complete. Ready for run.

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Member Avatar Clint35 (64.89) Submitted: 7/24/2010 7:36:26 PM : Outperform Start Price: $14.40 MRH Score: +51.26

Cheap and pays a dividend.

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Member Avatar RLBOWERSOX (96.24) Submitted: 7/21/2010 6:07:14 PM : Outperform Start Price: $13.97 MRH Score: +52.06

Strong momentum. The winds and currents seem to be with them now.

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Member Avatar mj2boogie (< 20) Submitted: 4/25/2010 8:43:03 AM : Underperform Start Price: $15.64 MRH Score: -47.27

Bad storm season coming.

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Member Avatar thenaz007 (69.95) Submitted: 3/3/2010 4:45:57 PM : Outperform Start Price: $15.92 MRH Score: +30.14

Beat down too much

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Member Avatar Silvermarmot (< 20) Submitted: 2/16/2010 11:39:34 PM : Outperform Start Price: $15.65 MRH Score: +30.13

Nice Return on Equity in recent financials, dividend and the P/E looks good.

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