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.
- Quote
- Commentary
- Scorecard
- Historical Prices
- Chart
- Stats
- Ratios
- Earnings/Growth Rates
- Statements
- SEC Filings
Recs
Recs
BenGrosser
(42.21)
Submitted: 5/15/2012 2:10:01 AM :
Start Price:
$522.06
WTM Score:
-2.50
This company is turning out to be my one true love...
Recs
Dent001
(22.16)
Submitted: 4/10/2012 3:13:18 PM :
Start Price:
$507.22
WTM Score:
-2.51
quality insurance company trading below book value
Recs
WilliamCrook2003
(70.32)
Submitted: 11/11/2011 7:52:34 PM :
Start Price:
$428.34
WTM Score:
+9.96
Share price appreciation
Recs
eksummers620
(45.22)
Submitted: 9/30/2011 9:51:56 PM :
Start Price:
$403.97
WTM Score:
+2.50
Insurance companies aren't valued correctly and this book value is too low
Recs
Felshade
(84.28)
Submitted: 9/23/2011 10:52:11 AM :
Start Price:
$396.04
WTM Score:
-6.68
Overvalued
Recs
20100626
(< 20)
Submitted: 8/6/2011 5:02:24 AM :
Start Price:
$396.49
WTM Score:
+10.89
By Reader Request: Here's What to Buy If You're Opportunistic … but Still Scared - TMF staff
Recs
TMFRisingStars
(37.35)
Submitted: 2/25/2011 10:53:40 AM :
Start Price:
$362.83
WTM Score:
+41.31
Here's the buy rec:
http://www.fool.com/investing/general/2011/02/24/rising-star-buy-white-mountains-insurance-group.aspx
Recs
TMFJMo
(73.93)
Submitted: 2/17/2011 8:26:59 PM :
Start Price:
$365.81
WTM Score:
+42.05
Just too undervalued at this point. Trading at 0.8 times book value, solid management has grown book value at 10% CAGR over the past decade. Conservative for sure, made it through the financial crisis in one piece, lots of fixed income investments. Not going to set the world on fire, BUT at these levels it will come back. Trades at average 1.4 times book value over the last decade. No conference calls, no guidance, three analysts follow it, one that just flies under the radar. Not mine though, thumbs up for these guys. They aren't getting any credit 'cause the market thinks they missed the boat with this run-up. But WTM won't just invest to invest. Gotta be value there or they'll let the capital sit on the sidelines until the right deal comes along. Good for them I say.
Recs
pointcedar
(< 20)
Submitted: 11/9/2009 2:07:16 PM :
Start Price:
$316.00
WTM Score:
+39.57
This stock should have bottomed out. No way to go but up
Recs
mm20001
(86.30)
Submitted: 9/1/2009 9:53:19 PM :
Start Price:
$305.84
WTM Score:
+30.98
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
TommyRumblestrip
(93.94)
Submitted: 8/24/2009 12:59:08 PM :
Start Price:
$313.15
WTM Score:
+32.06
I like the low book value. Of course, the thumbs up from Buffet doesn't hurt either.
Recs
countrybuffett
(90.74)
Submitted: 6/4/2009 12:02:55 PM :
Start Price:
$209.32
WTM Score:
+110.58
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
socraticmunger
(90.01)
Submitted: 2/6/2009 5:26:21 PM :
Start Price:
$229.30
WTM Score:
+69.91
Their assets are performing way better than I expected
Recs
Recs
PFCBARNES
(< 20)
Submitted: 11/1/2008 5:23:33 AM :
Start Price:
$334.60
WTM Score:
+5.38
PICKIS BY ROBERT2CAB53@YAHOO.COM
WORLD MONEY ON WALL STREET.COM
Recs
inceinc
(32.25)
Submitted: 10/7/2008 12:39:03 AM :
Start Price:
$382.83
WTM Score:
+1.03
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:
$441.14
WTM Score:
+11.67
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
(67.60)
Submitted: 6/4/2008 12:26:55 PM :
Start Price:
$458.16
WTM Score:
+8.49
A bit confusing here; mlknyu stated Buffet sold his shares however james0311 hinted Buffet is the reason behind his outperform pick.
RSS Headlines
Fool UK
- Show Me:
-
Outperform
-
Underperform
-
All
- Sort by:
-
Author
-
Recs
-
Date
-
Member Rating
-
Results 1 - 20 of 57 : 1 2 3 Next »