travelers insurance posts
FeedPosted Mar 28th 2011 10:30AM by Sheldon Liber (RSS feed)
Filed under: International Markets, Management, Berkshire Hathaway (BRK.A), AFLAC Inc (AFL), Allstate Corp (ALL), Chubb Corp (CB), Chasing Value™, MetLife Inc. (MET), Travelers Companies Inc. (TRV)
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
Posted Mar 14th 2011 3:00PM by Sheldon Liber (RSS feed)
Filed under: International Markets, Deals, Berkshire Hathaway (BRK.A), AFLAC Inc (AFL), Allstate Corp (ALL), Chubb Corp (CB), Amer Intl Group (AIG), China Life Insurance ADS (LFC), Chasing Value™, MetLife Inc. (MET), Travelers Companies Inc. (TRV)
Ten weeks into the year and never a dull moment. Pondering the remaining 42 weeks and beyond, where will value be found? We know that "my pal Warren" is on the prowl waist high in Berkshire Hathaway cash to invest, and he is on record as chomping on the bit to do so. Just this morning it was reported that Buffett had closed a
$9 billion deal to buy Lubrizol Corp. (
LZ), the Wickliffe, Ohio-based maker of engine lubricants.
More evidence of this abounds: Wednesday March 2,
(Reuters) - US-based Berkshire Hathaway aims to enter the Indian insurance sector as a corporate agent of Bajaj Allianz General Insurance.
This is part 1 of a series examining the insurance market for expansion, stock valuations, potential risks and opportunities, excluding health care focused companies, a whole other breed of enterprise.
Continue reading Chasing Value: Insured Profits or a Mountain of Risk?
Posted Mar 4th 2011 3:00PM by Sheldon Liber (RSS feed)
Filed under: Microsoft (MSFT), Apple Inc (AAPL), Cisco Systems (CSCO), Intel (INTC), Berkshire Hathaway (BRK.A), Citigroup Inc. (C), American Express (AXP), Chubb Corp (CB), Amer Intl Group (AIG), Entrepreneurs, Serious Money, Intuitive Surgical Inc (ISRG), MetLife Inc. (MET), Travelers Companies Inc. (TRV), Republic Services Inc. (RSG), Stock Picks, National Grid (NGG)
Prognosticators the world over are throwing in their 2 cents about "my pal Warren's" next market moves; especially since he announced last week that his trigger finger was itchy. When Warren Buffett, chairman of Berkshire Hathaway (
BRK.A and
BRK.B) speaks, investors listen.
On Wednesday March 2, this investor threw in his two cents worth (see:
Serious Money: What Should Warren Buffett Do Next?) discussing possible acquisitions. Since all the "pro's", I use the term loosely, have had a say I thought I would give readers a chance to express some of their ideas too.
Continue reading Serious Money: Buffett's Next Buys -- You Pick'em
Posted Dec 23rd 2010 1:30PM by Sheldon Liber (RSS feed)
Filed under: International Markets, Forecasts, Other Issues, General Electric (GE), Walgreen Co (WAG), Citigroup Inc. (C), JPMorgan Chase (JPM), Novartis AG ADS (NVS), Bank of America (BAC), Bank of New York (BK), CVS Corp (CVS), Goldman Sachs Group (GS), Teva Pharm Indus ADR (TEVA), Wells Fargo (WFC), Bargain Stocks, Chasing Value™, Travelers Companies Inc. (TRV)
To paraphrase
Mark Twain "The reports of
our death are greatly exaggerated". The world
economy has been in shambles for a few years now, and our nation has much work ahead of it. 2010 was an improvement over 2009 and I believe 2011 will show further improvement.
There are lots of ideas running through my mind as I consider where the economy might be heading in 2011. What opportunities lay in front of us waiting to be picked up or passed over? Just five trading days left, and market activity will slow down except among fund managers making adjustments for tax purposes or window dressing. You should examine your tax situation, too.
Continue reading Chasing Value: Pre-Christmas Quick Takes
What's a Realistic Retirement Age?
What Happened When Alex Kenjeev Paid His Student Loan in Cash
I'm reiterating my Buy rating for 
Goldman Earnings Sink After Buffett Dividend
Johnson & Johnson's Income Falls 23%
Burberry Shares Leap on Sales Update
