BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Chasing Value: Insurance Stock Review -- Part 3]]>http://www.bloggingstocks.com/2011/03/28/chasing-value-insurance-stock-review-part-3/http://www.bloggingstocks.com/2011/03/28/chasing-value-insurance-stock-review-part-3/http://www.bloggingstocks.com/2011/03/28/chasing-value-insurance-stock-review-part-3/#commentsFiled under: , , , , , , , ,

Last week, Warren Buffett, Chairman of Berkshire Hathaway (BRK.A and BRK.B), said India's 26% foreign ownership cap on insurers deters him from such an investment. This follows an earlier report that Buffett aims to enter the Indian insurance sector as a corporate agent of Bajaj Allianz General Insurance.

After numerous world calamities, Buffett's focus on insurance companies, and the fact that many hedge funds seem to be heavily focused on banks and neglecting insurance companies -- with the exception of Bruce Berkowitz -- I decided to explore the possibilities.

Even though we can anticipate billions of dollars in claims there still are buying opportunites.

Continue reading Chasing Value: Insurance Stock Review -- Part 3

Chasing Value: Insurance Stock Review -- Part 3 originally appeared on BloggingStocks on Mon, 28 Mar 2011 10:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ALLAllstateBerkshireHathawayBRK.ABrk.bCBChasingValueChubbfeaturedhartford financialHCIIHIGHomeowners ChoiceManulifeMETMetLife Inc.MFCtravelers insuranceTRVWarrenBuffettMon, 28 Mar 2011 10:30:00 EST<![CDATA[Chasing Value: Insurance Stock Review -- Part 2]]>http://www.bloggingstocks.com/2011/03/18/chasing-value-insurance-stock-review-part-2/http://www.bloggingstocks.com/2011/03/18/chasing-value-insurance-stock-review-part-2/http://www.bloggingstocks.com/2011/03/18/chasing-value-insurance-stock-review-part-2/#commentsFiled under: , , , , , , , ,

AIG logoDo you have any interest in insurance companies amidst the turmoil, disaster and current crises in Japan? A crises that followed so closely on the heals of the destruction of the New Zealand city of ChristChurch by a 6.3 magnitude earthquake. Perhaps you think this is even a poorer idea than catching that proverbial falling knife we are always hearing about when stock prices are collapsing.

Certainly there will be billions of dollars in claims. On the other hand, perhaps the burden will be spread around the globe to reinsurer's such that none is struck too hard and this is a buying opportunity. After all, when the dust settles, insurers will cry for mercy, and in particular, rate increases. It is also likely those that never saw the need for insurance have been awakened and demand will increase.

Continue reading Chasing Value: Insurance Stock Review -- Part 2

Chasing Value: Insurance Stock Review -- Part 2 originally appeared on BloggingStocks on Fri, 18 Mar 2011 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AFLAIGALLAllstateamerican international groupBerkshireHathawayBRK.ABrk.bCBChasingValueChina Life InsuranceChubbfeaturedhartford financialHCIIHIGHomeowners ChoiceLFCManulifeMETMetLife Inc.MFCTravelersInsuranceTRVFri, 18 Mar 2011 15:00:00 EST<![CDATA[Chubb Continues to Chug Along]]>http://www.bloggingstocks.com/2011/03/07/chubb-continues-to-chug-along/http://www.bloggingstocks.com/2011/03/07/chubb-continues-to-chug-along/http://www.bloggingstocks.com/2011/03/07/chubb-continues-to-chug-along/#commentsFiled under: ,

The stock of insurer Chubb Corp (CB), first discussed here on May 29, 2009 at a price of $39.65, continues to move higher, in incremental fashion, and I obviously still like the business model at this juncture.

Look for Chubb to post a small rise in premiums in 2011, bolstered by solid operational characteristics. Chubb boasts a strong personal insurance brand, a diversified business (personal lines, commercial insurance, specialty insurance), and a stronger balance sheet than many competitors. The aforementioned should translate in continued market share gains for CB in 2011. Further, pricing is showing signs of bottoming/firming. Investment income will also likely rise slightly in 2011.

Continue reading Chubb Continues to Chug Along

Chubb Continues to Chug Along originally appeared on BloggingStocks on Mon, 07 Mar 2011 17:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>chubbfinancial servicesinsuranceMon, 07 Mar 2011 17:00:00 EST<![CDATA[Analyst Calls: AFL, AMZN, EBAY, ESV, FSLR, IBM, MGM, SHAW, TGT, WMT ...]]>http://www.bloggingstocks.com/2011/02/08/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/02/08/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/02/08/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , , ,

Analyst Upgrades

  • Athenahealth (ATHN), Ensco (ESV), Pride International (PDE) and Sinclair Broadcast (SBGI) to outperform from market perform at Wells Fargo.
  • CIRCOR (CIR) to buy from hold at BB&T.
  • Urban Outfitters (URBN) to hold from sell at Citigroup.
  • Shaw Group (SHAW) to buy from neutral at UBS.
  • MGM Resorts (MGM) and Boyd Gaming (BYD) to buy from neutral, as well as Intrepid Potash (IPI) to neutral from underperform, at BofA/Merrill.
  • Carlisle (CSL) to buy from neutral at SunTrust.

Continue reading Analyst Calls: AFL, AMZN, EBAY, ESV, FSLR, IBM, MGM, SHAW, TGT, WMT ...

Analyst Calls: AFL, AMZN, EBAY, ESV, FSLR, IBM, MGM, SHAW, TGT, WMT ... originally appeared on BloggingStocks on Tue, 08 Feb 2011 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AFLAflacAmarinAmazon.comAMRNAMZNanalyst upgradesAthenahealthATHNBIGBig LotsBoyd GamingBYDCarlisleCBChubbCIRCIRCORCLSCSLdowngradeseBayEnscoESVFirst SolarFSLRGenworthGNWIBMinitiationsinthenewsIntrepid PotashIPIKNOTMGMNalcoNewfieldNFXNLCPDESBGISHAWSinclair BroadcastTargetTGTUrban OutfittersURBNWalmartWMTTue, 08 Feb 2011 11:30:00 EST<![CDATA[Analyst Calls: CB, COL, ETN, FCX, FRO, INFY, KMX, NAT, SHAW, SON ...]]>http://www.bloggingstocks.com/2011/01/21/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/21/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/21/analyst-upgrades-downgrades/#commentsFiled under: , , ,

Analyst Upgrades

  • Heico (HEI) to outperform from market perform at FBR Capital.
  • Eaton (ETN), Silgan Holdings (SLGN), MYR Group (MYRG) and Shaw Group (SHAW) to outperform from neutral at RW Baird.
  • Infosys (INFY) to buy from Neutral at Nomura.
  • Isle of Capri (ISLE) to buy from neutral at Merriman.
  • NovaGold (NG) to sector perform from underperform at RBC Capital.
  • CarMax (KMX) and Rockwell Collins (COL) to outperform from neutral at Credit Suisse.
  • DHT Holdings (DHT) to overweight from neutral at JPMorgan.
  • Cabot Oil & Gas (COG) to overweight from underweight at Morgan Stanley.

Continue reading Analyst Calls: CB, COL, ETN, FCX, FRO, INFY, KMX, NAT, SHAW, SON ...

Analyst Calls: CB, COL, ETN, FCX, FRO, INFY, KMX, NAT, SHAW, SON ... originally appeared on BloggingStocks on Fri, 21 Jan 2011 12:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AHanalyst upgradesBAHBooz AllenCabot OilCarMaxCBChubbCOGDHTdowngradesEatonEMEmdeonETNFCXFreeport McMoRanFROFrontlineGMRHarleysvilleHEIHeicoHGICInfosysINFYinitiationsIntersilinthenewsISILISLEIsle of CapriKMXMYRGNATNGNordic American TankerNovaGoldPLDProLogisSHAWSLGNSONSonocoSTBZSYNASynapticsTetra TechTTEKURSVentasVTRFri, 21 Jan 2011 12:00:00 EST<![CDATA[Analyst Calls: AFL, DE, DOX, GD, GS, HSY, ITT, MS, NYX, TXN, UBS, WYNN ...]]>http://www.bloggingstocks.com/2011/01/13/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/13/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/13/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , , , , , , ,

Analyst Upgrades

  • NYSE Euronex (NYX) to conviction buy from neutral at Goldman.
  • General Dynamics (GD) to buy from hold at Citigroup.
  • Deere (DE), Parker-Hannifin (PH) and ExlService (EXLS) to overweight from neutral at JPMorgan.
  • Aflac (AFL) to outperform from market perform at FBR Capital.
  • Wynn Resorts (WYNN) to buy from neutral at Janney Capital.
  • Amdocs (DOX) to buy from neutral at UBS.
  • Juniper (JNPR) to buy from hold at ThinkEquity.
  • Rudolph Tech (RTEC) and KLA-Tencor (KLAC) to perform from underperform at Oppenheimer.
  • Hershey (HSY) and Pinnacle Entertainment (PNK) to outperform from market perform at Wells Fargo.
  • Spirit AeroSystems (SPR) to equal weight from underweight at Morgan Stanley.
  • Micron (MU) to outperform from neutral at RW Baird.

Continue reading Analyst Calls: AFL, DE, DOX, GD, GS, HSY, ITT, MS, NYX, TXN, UBS, WYNN ...

Analyst Calls: AFL, DE, DOX, GD, GS, HSY, ITT, MS, NYX, TXN, UBS, WYNN ... originally appeared on BloggingStocks on Thu, 13 Jan 2011 11:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AFLAflacAmdocsanalyst upgradesAtherosATHRBarclaysBCSCBChina MobilCHLChubbCVGIDBDEDeereDeutsche BankdowngradesDOXE-TradeElanELNETFCEXLSGGDGeneral DynamicsGenpactGoldman SachsGSHersheyHSYinitiationsinthenewsITTJNPRJuniperKLA-TencorKLACMellanoxMicronMLNXMODMorgan StanleyMSMUNASDAQ OMXNDAQNYSE EuronexNYXPaccarParker-HannifinPCARPHPier 1PIRPNKRTECSMSISPRTexas InstrumentsTXNUBSWYNNWynn ResortsThu, 13 Jan 2011 11:40:00 EST<![CDATA[Has Chubb's Stock Formed a Double-Top at $60?]]>http://www.bloggingstocks.com/2010/12/23/has-chubb-s-stock-formed-a-double-top-at-60/http://www.bloggingstocks.com/2010/12/23/has-chubb-s-stock-formed-a-double-top-at-60/http://www.bloggingstocks.com/2010/12/23/has-chubb-s-stock-formed-a-double-top-at-60/#commentsFiled under: ,

Has insurer Chubb Corp (CB), first discussed here on May 29, 2009 at a price of $39.65, peaked at/near $60?

From a technical standpoint, the shares have formed a short-term double-top at/near $60, and that generally warrants a bearish conclusion.

But not with Chubb. A strong personal insurance brand, a diversified business (personal lines, commercial insurance, specialty insurance), and a stronger balance sheet than many competitors tip the scale in favor of maintaining the trade. The aforementioned should translate in to continued market share gains for CB in 2011 and 2012. Further, pricing is showing signs of bottoming/firming.

Continue reading Has Chubb's Stock Formed a Double-Top at $60?

Has Chubb's Stock Formed a Double-Top at $60? originally appeared on BloggingStocks on Thu, 23 Dec 2010 15:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ChubbThu, 23 Dec 2010 15:20:00 EST<![CDATA[Chubb Is in an Uptrend]]>http://www.bloggingstocks.com/2010/09/23/chubb-is-in-an-uptrend/http://www.bloggingstocks.com/2010/09/23/chubb-is-in-an-uptrend/http://www.bloggingstocks.com/2010/09/23/chubb-is-in-an-uptrend/#commentsFiled under: ,

Insurer Chubb Corp (CB), first discussed here on May 29, 2009 at a price of $39.65, continues to power ahead, and I obviously still like the shares here.

The song remains the same regarding Chubb: a strong personal insurance brand, a diversified business (personal lines, commercial insurance, specialty insurance), and a stronger balance sheet than many competitors. The aforementioned should translate in to continued market share gains for CB in 2010. Further, pricing is showing signs of bottoming/firming.

Continue reading Chubb Is in an Uptrend

Chubb Is in an Uptrend originally appeared on BloggingStocks on Thu, 23 Sep 2010 14:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ChubbThu, 23 Sep 2010 14:00:00 EST<![CDATA[Analyst Calls: ALL, EMC, FCN, IRBT, JNPR, MRVL, RNOW, TRV, VRSN ...]]>http://www.bloggingstocks.com/2010/07/07/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/07/07/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/07/07/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , ,

Analyst Upgrades

  • Oppenheimer upgraded VeriSign (VRSN) to outperform from perform, citing better-than-expected domain names trends and the potential for a sizeable share buyback. The firm has a $33 price target for shares.
  • Oppenheimer also upgraded EMC (EMC) to outperform from perform, citing valuation and expectations for strong Q2 results. The firm set a $22 price target for shares.
  • Piper Jaffray upgraded Juniper (JNPR) to overweight from neutral, citing valuation and its longer-term outlook. The firm keeps a $31 price target for shares.
  • Kilroy Realty (KRC) was upgraded to neutral from underperform at BofA/Merrill.
  • Veolia Environment (VE) was upgraded to buy from add at WestLB.
  • QEP Resources (QEP) was upgraded to positive from neutral at Susquehanna.

Continue reading Analyst Calls: ALL, EMC, FCN, IRBT, JNPR, MRVL, RNOW, TRV, VRSN ...

Analyst Calls: ALL, EMC, FCN, IRBT, JNPR, MRVL, RNOW, TRV, VRSN ... originally appeared on BloggingStocks on Wed, 07 Jul 2010 11:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ACGLALLAllstateanalyst upgradesCBCGIChubbdowngradesEMCEWFCNHCCinitiationsinthenewsIRBTJNPRJuniper NetworksKRCMarvell TechnologyMRVLPGRQEPRNOWTCLPTEXTravelersTRVVEVRSNWed, 07 Jul 2010 11:20:00 EST<![CDATA[A Value Shopper's List of Graham and Dodd Stocks]]>http://www.bloggingstocks.com/2010/03/24/a-value-shoppers-list-of-graham-and-dodd-stocks/http://www.bloggingstocks.com/2010/03/24/a-value-shoppers-list-of-graham-and-dodd-stocks/http://www.bloggingstocks.com/2010/03/24/a-value-shoppers-list-of-graham-and-dodd-stocks/#commentsFiled under: , , , , , , , , , , ,

"Berkshire Hathaway's Warren Buffet is a disciple of the teachings of Benjamin Graham and David Dodd, who made their fortunes by buying businesses that were selling for less than the value of their working capital (current assets minus current liabilities," notes Vita Nelson.

The editor of The Moneypaper explains, "The pair developed a Net Current Asset Value (NCAV) model to determine if a company was worth its market price. Their formula subtracts all liabilities, including short-term debt and preferred stock, from a company's current asset balance"

Continue reading A Value Shopper's List of Graham and Dodd Stocks

A Value Shopper's List of Graham and Dodd Stocks originally appeared on BloggingStocks on Wed, 24 Mar 2010 13:20:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>American ExpressASHAshlandAXPBACBank of Americabuffett stocksChubbcomdowdow chemicalgraham dood stockshartford financialhigjnjjohnson johnsonlincoln nationalmoneypapermtmtbnorfolk southernnscpepsco holdingspomsouthern unionsteven halpernsugthestockadvisorstmktorchmarkunion pacificunpus bancorpusbvita nelsonWalMartwells fargowfcwmtWed, 24 Mar 2010 13:20:00 EST<![CDATA[Chubb CEO Says Bailouts Cost Insurers Opportunity]]>http://www.bloggingstocks.com/2010/03/22/chubb-ceo-says-bailouts-cost-insurers-opportunity/http://www.bloggingstocks.com/2010/03/22/chubb-ceo-says-bailouts-cost-insurers-opportunity/http://www.bloggingstocks.com/2010/03/22/chubb-ceo-says-bailouts-cost-insurers-opportunity/#commentsFiled under: ,

When the government stepped in to begin bailing out financial institutions, it impeded the growth prospects of the best run companies and disrupted the smooth operation of markets. John Finnegan, CEO of Chubb (CB), called the intervention "troubling," as it essentially took weakened companies out of the acquisition market.

Finnegan wrote in his annual letter to shareholders, "The opportunities for financially strong companies to absorb the business of weakened competitors were initially compelling." This is the natural result of a disproportionately depressed capital base in the reinsurance business. He continued, "This is as it should be in a free market unimpeded by federal intervention. But the willingness of the federal government to prop up weakened competitors by artificially injecting capital is troubling."

Continue reading Chubb CEO Says Bailouts Cost Insurers Opportunity

Chubb CEO Says Bailouts Cost Insurers Opportunity originally appeared on BloggingStocks on Mon, 22 Mar 2010 10:30:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>AIGamerican international groupcbChubbinsuranceinsurance companiesinsurance industryinsurance stocksinthenewsMon, 22 Mar 2010 10:30:00 EST<![CDATA[Fortune 500 Loves Twitter, Especially the Insurance Business]]>http://www.bloggingstocks.com/2010/02/26/fortune-500-loves-twitter-especially-the-insurance-business/http://www.bloggingstocks.com/2010/02/26/fortune-500-loves-twitter-especially-the-insurance-business/http://www.bloggingstocks.com/2010/02/26/fortune-500-loves-twitter-especially-the-insurance-business/#commentsFiled under: , , ,

The nagging notion that Twitter is nothing more than a way for a kids to piss away their time was put to bed in 2009. It came together, especially, for Black Friday and the holiday shopping season that followed, but even when you look at the year as a whole, it's clear that major businesses jumped on the microblogging bandwagon readily. A new study by the Society for New Communications Research shows that Fortune 500 companies became addicted to communicating in 140-character blurbs last year.

Among the Fortune 500, 35% of companies had active Twitter accounts last year, which means that at least one tweet had been unleashed in the past 30 days. And, the use of Twitter is concentrated at the top: 47% of the Fortune 100 had active accounts last year. Only 22% of Fortune 500 companies had public-facing corporate blogs as of last year, but those that do see the value of integrated communications: more than 80% of these blogs were linked to a corporate Twitter account.

Continue reading Fortune 500 Loves Twitter, Especially the Insurance Business

Fortune 500 Loves Twitter, Especially the Insurance Business originally appeared on BloggingStocks on Fri, 26 Feb 2010 10:30:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>Aonaon corpcbChevronChubbcvxfeaturedfortune 500fortune 500 companiesGEinsurance companiesinsurance industryinthenewsmicrobloggingMunich ReMunichResocial mediatwitterZFSZurichFri, 26 Feb 2010 10:30:00 EST<![CDATA[FBR Downgrades Chubb, Sending Shares Lower]]>http://www.bloggingstocks.com/2010/01/06/fbr-downgrades-chubb-sending-shares-lower/http://www.bloggingstocks.com/2010/01/06/fbr-downgrades-chubb-sending-shares-lower/http://www.bloggingstocks.com/2010/01/06/fbr-downgrades-chubb-sending-shares-lower/#commentsFiled under: ,

Homeowner insurance provider Chubb (CB) is having a rough day, as the company was downgraded to market perform from outperform at FBR Capital. The downgrade was accompanied by a price-target lowering from $60 to $65. This news forced the stock more than a percentage point lower in pre-open trade, and CB was more than 2% lower in early trading.

I find it rather difficult to believe that CB is going to get anywhere near $60 anytime soon. The shares are currently trending sideways between the support of its 10- and 20-monthly moving averages and the $53 to $55 region. I'm not sure why the company's target price would be set in all-time high range, but I am not one of the expert analysts.

Continue reading FBR Downgrades Chubb, Sending Shares Lower

FBR Downgrades Chubb, Sending Shares Lower originally appeared on BloggingStocks on Wed, 06 Jan 2010 13:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ChubbdowngradeFBRhomeownersinsuranceinthenewsWed, 06 Jan 2010 13:40:00 EST<![CDATA[The week in preview: High hopes for Apple, Chipotle, Travelers and more]]>http://www.bloggingstocks.com/2009/10/18/the-week-in-preview-high-hopes-for-apple-chipotle-travelers-a/http://www.bloggingstocks.com/2009/10/18/the-week-in-preview-high-hopes-for-apple-chipotle-travelers-a/http://www.bloggingstocks.com/2009/10/18/the-week-in-preview-high-hopes-for-apple-chipotle-travelers-a/#commentsFiled under: , , , , ,

Last week, Goldman Sachs Group Inc. (NYSE: GS) and JPMorgan Chase & Co. (NYSE: JPM) reported stellar quarterly results. Lots more third quarter reports from the big banks are due this week.

However, analysts surveyed by Thomson Reuters anticipate year-over-year earnings declines from Bank of New York Mellon (NYSE: BK), BB&T Corp. (NYSE: BBT), M&T Bank Corp. (NYSE: MTB), Northern Trust Corp. (NASDAQ: NTRS), PNC Financial Services Group Inc. (NYSE: PNC), State Street Corp. (NYSE: STT), US Bancorp (NYSE: USB), and Wells Fargo & Co. (NYSE: WFC).

Continue reading The week in preview: High hopes for Apple, Chipotle, Travelers and more

The week in preview: High hopes for Apple, Chipotle, Travelers and more originally appeared on BloggingStocks on Sun, 18 Oct 2009 12:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AAPLAppleCBChipotleChubbCMGearnngsfeaturedGILDGilead SciencesGoldman SachsGSJPMJPMorganMicrosoftMSFTTravelersTRVSun, 18 Oct 2009 12:30:00 EST<![CDATA[Chubb is finally getting noticed ]]>http://www.bloggingstocks.com/2009/09/23/chubb-is-finally-getting-noticed/http://www.bloggingstocks.com/2009/09/23/chubb-is-finally-getting-noticed/http://www.bloggingstocks.com/2009/09/23/chubb-is-finally-getting-noticed/#commentsFiled under: ,

Other insurers' loss is Chubb Corp.'s (NYSE: CB) gain. Back in May, the case was made that given competitors' woes, and Chubb's demonstrated business model, superior personal lines, and diverse business mix, CB deserved a higher multiple than its May P/E of 9.

Well, the market finally took note of CB, boosting shares this summer, hence I'm Reiterating my Buy rating for Chubb, first recommended on May 29, 2009 at a price of $39.65. If you bought CB then, you're up about 23%.

Continue reading Chubb is finally getting noticed

Chubb is finally getting noticed originally appeared on BloggingStocks on Wed, 23 Sep 2009 09:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>CBChubbWed, 23 Sep 2009 09:10:00 EST<![CDATA[Chubb is undervalued]]>http://www.bloggingstocks.com/2009/05/29/chubb-is-undervalued/http://www.bloggingstocks.com/2009/05/29/chubb-is-undervalued/http://www.bloggingstocks.com/2009/05/29/chubb-is-undervalued/#commentsFiled under: ,

The Dow's sell-off from 14,000 and the accompanying investor reluctance to deploy capital has created bargains, and Chubb is one.

In general, analysts expect Chubb's (NYSE: CB) financial strength and resultant market share gains from weaker insurers exiting business lines to offset a likely incremental decline in FY2009 revenue.

Continue reading Chubb is undervalued

Chubb is undervalued originally appeared on BloggingStocks on Fri, 29 May 2009 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>chubbFri, 29 May 2009 15:00:00 EST<![CDATA[Serious Money: Good news in crushing market - CB, DIS, JNJ, TEVA & XEL]]>http://www.bloggingstocks.com/2008/09/17/serious-money-good-news-in-crushing-market-cb-dis-jnj-te/http://www.bloggingstocks.com/2008/09/17/serious-money-good-news-in-crushing-market-cb-dis-jnj-te/http://www.bloggingstocks.com/2008/09/17/serious-money-good-news-in-crushing-market-cb-dis-jnj-te/#commentsFiled under: , , , , , , , ,

The Dow Jones is down around 300 points again (Update: closed down 450) so it's time to revisit my stable stock picks to see how they are holding up. Each of my five picks is beating the market and all of them are up despite crushing news in the financial sector every day since my last report.

The prediction business is highly speculative, but I gave it a try anyway, searching for stocks that would hold their value. This update is a spot-check of my earlier post, Serious Money: Five stable stocks for troubled times. The closing prices are from yesterday but these companies are doing well in today's down market too as the government steps in again and bails out AIG with $85 billion.

The standard for comparison is the Standard & Poor's 500 Index, which closed on June 30, 2008 at 1,280.00. The S&P closed yesterday at 1,213.59, down 5.47%. The percentage gains for the stable stocks do not include dividends. They are up 4% for a 9.47% advantage. The volatility in the market today may alter some of the data points so expect an after market update. Update: the following five stocks remain ahead of the market but they did turn down in the last hour.

1) Johnson and Johnson (NYSE: JNJ) -- when recommended, the stock closed at $64.34 and paid a 2.89% dividend yield. It finished at $69.80 -- up 8.48% -- and is trading up this morning. JNJ was featured in Barron's this week as the most respected from the top 100 companies in the world. Final Update: down $-0.29 to $69.51

2) Teva Pharmaceuticals ADR (NASDAQ: TEVA) -- when recommended, the stock closed at $45.80 and paid a 1% dividend yield. It finished at $45.96 -- no change -- and is trading slightly down this morning. Teva is the largest generic drug company in the world and just got bigger throught the acquisition of Barr Pharmaceuticals. Final Update: down $-1.25 to $44.11

Continue reading Serious Money: Good news in crushing market - CB, DIS, JNJ, TEVA & XEL

Serious Money: Good news in crushing market - CB, DIS, JNJ, TEVA & XEL originally appeared on BloggingStocks on Wed, 17 Sep 2008 14:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AIGCBChubbDISfeaturedJNJjohnson and johnsonJohnsonAndJohnsonSerious MoneySeriousMoneySheldon liberSheldonLiberTEVAWalt DisneyWaltDisneyxcel energyXcelEnergyXELWed, 17 Sep 2008 14:30:00 EST<![CDATA[Serious Money: Spot-checking 'stable stocks']]>http://www.bloggingstocks.com/2008/07/11/serious-money-spot-checking-stable-stocks/http://www.bloggingstocks.com/2008/07/11/serious-money-spot-checking-stable-stocks/http://www.bloggingstocks.com/2008/07/11/serious-money-spot-checking-stable-stocks/#commentsFiled under: , , , , , , , ,

Updating the story with the final numbers heading into the week end. The market looked sad again today, so I thought I would spot-check Serious Money: Five stable stocks for troubled times, to see if my picks, (suggested watchlist considerations) were holding up...so far so good, sort of...

The standard for comparison will be the Standard & Poors 500 Index, which closed on June 30, 2008 at 1,280.00. The following are the five stocks with closing prices from July 1.

1) Johnson and Johnson (NYSE: JNJ) closed at $64.34 and pays a 2.89% dividend yield. (NOW $66.53 -- up 3.4%) finished at $66.26 -- up 2.98%.

2) Teva Pharmaceuticals ADR (NASDAQ: TEVA) closed at $45.80 and pays a 1% dividend yield.( NOW 42.58 -- down 7%) finished at $41.78 -- down 8.78%.

3) Chubb Corp (NYSE: CB) closed at $49.01 and pays a 2.64% dividend yield. (NOW $47.51 -- down 3%) finished at $47.56 -- down 2.96%.

Continue reading Serious Money: Spot-checking 'stable stocks'

Serious Money: Spot-checking 'stable stocks' originally appeared on BloggingStocks on Fri, 11 Jul 2008 13:11:00 EST. Please see our terms for use of feeds.

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