$318.40 6.50 (+2.08%)
11/6/2009 4:04 PM

White Mountains Insurance Group, Ltd. (WTM)

CAPS Rating: 4 out of 5

An exempted Bermuda limited liability company whose principal businesses are conducted through its property and casualty insurance and reinsurance subsidiaries and affiliates.

Current Price $318.40 Mkt Cap $2.82B
Open $310.99 P/E Ratio 15.72
Prev. Close $311.90 Div. (Yield) 1.00 (0.30%)
Daily Range $310.99 - $318.46 Volume 9,404
52-Wk Range $146.10 - $351.74 Avg. Daily Vol. 20,000

WTM News and Commentary

Caps

How do you think WTM will perform vs the S&P 500?

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All Members

313 Outperform
17 Underperform
 

All-Star Members

99 Outperform
3 Underperform
 

Wall Street

4 Outperform
0 Underperform
 

Top WTM Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

sosodei (85.31)
Submitted June 03, 2008

P/BV historically low. Good conservative management

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inceinc (< 20)
Submitted October 07, 2008

High P/E ratio, weak earnings growth, Buffet selling...thats enough right there.

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WTM VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from members about WTM.

Recs

0
Member Avatar mm20001 (99.71) Submitted: 9/1/2009 9:53:19 PM : Outperform Start Price: $308.74 WTM Score: -4.74

Currently at $310 vs. adjusted book value of $378 for a .82 ratio (see http://www.whitemountains.com/).

mungofitch 8/11/09: "They usually trade 1-1.9 times book depending on the insurance cycle, and book usually rises a jagged 9-11%/year [...]. I plan to sell the next time they are tradnig at 1.6x adjusted book [...]. Even if it takes 7 years and they increase book at 'only' 8%/year, that's 19%/year compounded."

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Recs

0
Member Avatar eagles22 (90.56) Submitted: 8/24/2009 12:59:08 PM : Outperform Start Price: $316.12 WTM Score: -3.47

I like the low book value. Of course, the thumbs up from Buffet doesn't hurt either.

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Recs

0
Member Avatar countrybuffett (92.46) Submitted: 6/4/2009 12:02:55 PM : Outperform Start Price: $211.31 WTM Score: +35.36

I don't really have any new tricks. Insurance companies make money on investing the float that they get from premiums. Stocks are cheap now so the value of the whole insurance firm goes up when the market rebounds.

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View All 53 Pitches »

Leaderboard

Find the members with the highest scoring picks in WTM.

Score Leader

Swimms

Swimms (67.95) Score: +64.08

The Score Leader is the member with the highest score across all their picks in WTM.

Top
Pick 		Member Name Member
Rating 		Start
Date 		Call Time
Frame 		Start
Price 		Stock
Gain 		S&P
Gain 		Score Commentary
Swimms 67.95 3/10/2009 Outperform 5Y $147.32 +116.13% +52.05% +64.08
FromTheBottom 99.31 3/16/2009 Outperform 5Y $164.00 +94.15% +41.67% +52.48
MKArch 96.96 4/7/2009 Outperform 5Y $175.00 +81.94% +31.73% +50.21
khiladi042 31.81 3/6/2009 Outperform 5Y $154.98 +105.45% +57.10% +48.34 1 Comment
pinchfist 52.83 4/27/2009 Outperform 3M $184.00 +73.04% +26.24% +46.80
Evildoers 93.41 4/27/2009 Outperform NS $184.00 +73.04% +26.24% +46.80
Cab53RobertMsnG 68.16 3/18/2009 Outperform NS $173.00 +84.05% +40.12% +43.93
afrescue 99.75 4/17/2009 Outperform 5Y $193.82 +64.28% +23.76% +40.52
WxDog 68.20 6/16/2009 Outperform 5Y $204.70 +55.54% +17.78% +37.76
countrybuffett 92.46 6/4/2009 Outperform 5Y $211.31 +50.68% +15.32% +35.36 1 Comment
View Complete Scorecard »

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Member Name Member
Rating		 Start
Date		 Call Time
Frame		 Start
Price		 Stock
Gain		 S&P
Gain		 Score End Date Commentary
TrackDodgeCox 86.63 3/31/2008 Outperform NS $474.73 -32.93% -15.82% -17.11 1 Comment
TrackBerkowitz 76.75 9/30/2007 Outperform NS $509.84 -37.55% -26.44% -11.11 3 Comments
TrackChrisDavis < 20 9/30/2007 Outperform NS $509.84 -37.55% -26.44% -11.11 1 Comment
TrackWhitman < 20 9/30/2007 Outperform NS $513.20 -8.69% -13.55% +4.86 8/29/2008 @ $468.60 1 Comment
TrackSwensen 34.63 9/30/2007 Outperform NS $515.50 -0.71% -3.67% +2.95 12/31/2007 @ $511.82 1 Comment
TrackJHoenig 89.99 10/28/2006 Outperform 3W $555.64 -42.70% -17.57% -25.13

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