White Mountains Insurance Group, Ltd. (NYSE:WTM)
An exempted Bermuda limited liability company whose principal businesses are conducted through its property and casualty insurance and reinsurance subsidiaries and affiliates.
Recs
Technodweeb
(< 20)
Submitted: 2/11/2010 5:30:10 PM :
Start Price:
$324.00
WTM Score:
+0.82
Great company. Strong balance sheet. Price to book makes this company too cheap to ignore.
Recs
pointcedar
(< 20)
Submitted: 11/9/2009 2:07:16 PM :
Start Price:
$319.00
WTM Score:
+4.64
This stock should have bottomed out. No way to go but up
Recs
mm20001
(99.54)
Submitted: 9/1/2009 9:53:19 PM :
Start Price:
$308.74
WTM Score:
-2.17
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."
Recs
eagles22
(93.99)
Submitted: 8/24/2009 12:59:08 PM :
Start Price:
$316.12
WTM Score:
-0.85
I like the low book value. Of course, the thumbs up from Buffet doesn't hurt either.
Recs
countrybuffett
(93.40)
Submitted: 6/4/2009 12:02:55 PM :
Start Price:
$211.31
WTM Score:
+42.78
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.
Recs
khiladi042
(42.63)
Submitted: 3/5/2009 4:30:20 PM :
Start Price:
$154.98
WTM Score:
+58.47
Low price to book value.
Recs
socraticmunger
(96.54)
Submitted: 2/6/2009 5:26:21 PM :
Start Price:
$231.48
WTM Score:
+17.22
Their assets are performing way better than I expected
Recs
Recs
PFCBARNES
(< 20)
Submitted: 11/1/2008 5:23:33 AM :
Start Price:
$337.78
WTM Score:
-18.13
PICKIS BY ROBERT2CAB53@YAHOO.COM
WORLD MONEY ON WALL STREET.COM
Recs
chk999
(100.00)
Submitted: 10/8/2008 4:02:19 PM :
Start Price:
$357.65
WTM Score:
-20.58
This is a mungofitch pick.
The story is that this is selling at .8 of tangible book.
It usually trades at 1.something. So reversion to the mean
will win on this.
Recs
inceinc
(< 20)
Submitted: 10/7/2008 12:39:03 AM :
Start Price:
$386.46
WTM Score:
+19.88
High P/E ratio, weak earnings growth, Buffet selling...thats enough right there.
Recs
Recs
NWTOGME
(< 20)
Submitted: 6/17/2008 7:11:35 AM :
Start Price:
$445.32
WTM Score:
-8.41
Solely on basis that WTM is a the bottom of a very long cycle and with any luck poised for long climb back.
Recs
lucky2bear
(53.81)
Submitted: 6/4/2008 12:26:55 PM :
Start Price:
$462.51
WTM Score:
-10.03
A bit confusing here; mlknyu stated Buffet sold his shares however james0311 hinted Buffet is the reason behind his outperform pick.
Recs
sosodei
(91.04)
Submitted: 6/3/2008 9:50:40 AM :
Start Price:
$459.02
WTM Score:
-9.53
P/BV historically low. Good conservative management
Recs
davixita
(< 20)
Submitted: 5/21/2008 1:54:44 PM :
Start Price:
$468.80
WTM Score:
+9.80
The dividend is stable... too long stable
Recs
TomFoolNC
(98.53)
Submitted: 5/20/2008 10:52:59 AM :
Start Price:
$464.84
WTM Score:
-8.65
stolen off mungofitch
Recs
StockHomes
(69.73)
Submitted: 4/24/2008 7:08:57 AM :
Start Price:
$456.93
WTM Score:
-10.35
An insurance company with nowhere to go but up. The numbers are going down on them. But that means it's time to buy
Recs
TMFMattyA
(98.14)
Submitted: 4/17/2008 3:41:30 PM :
Start Price:
$474.42
WTM Score:
-13.18
This is a quality insurance operation with Berkshire Hathaway pedigree. Its emerging Esurance brand is gaining traction and is already worth substantially more than what the company paid for it. Recently, the company purchased all of its shares that were being held by Berkshire and has pledged to buyback more. With the stock trading just a shade above book, the managers recognize, as I do, how seriously undervalued/underappreciated White Mountains is right now.
Recs
mlknyu
(61.79)
Submitted: 4/15/2008 12:41:59 PM :
Start Price:
$465.33
WTM Score:
+14.62
Let's be real. Warren Buffett wouldn't have sold his share in White Mountains if he still believed in it. Over the last 5 years its return has only been 35% total, or averaging 7% a year...and the downward trend began in early 2005, well before any macroeconomic problems. Since then it's been down 45%. Normally, I'd say this is a great value, but if it was, I don't believe Buffett would have let it go.
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