Value Manager Sees Opportunity When the Market Gets It Wrong
September 08, 2024
Hwan, Billy
P&C Insurance Analyst Favors Underwriters Over Brokers
July 31, 2024
Shields, Meyer
Property and Reinsurance Names Are Best Bets in P&C Sector
July 31, 2024
Farnam, Robert
Insurers Can Expect Strong Returns in Near Term
July 31, 2024
Horn, Brett
Mid Cap Fund Favors Companies With Top Market Share
July 01, 2024
Keith, Lori
Insurance Is Attractive Due to Strong Pricing, Strong Fundamentals
January 07, 2024
Auxier, J. Jeffrey
Rate Increases by Commercial Insurers Bolster Underwriting Profitability
June 23, 2022
Shields, Meyer
Risk/Reward Equation Points to Picks in Malls, Homebuilding, Pharma
June 24, 2021
Smead, William
Fingers Crossed: Insurance Rate Increases Should Lead to Improving Margins
May 24, 2021
Shields, Meyer
Optimistic That Insurance Companies Will Perform Well Over Time
May 08, 2020
Newsome, J. Paul
Commercial Lines Among the Most Favorable Insurance Subsectors
May 10, 2019
Kumar, Amit
Different Trends Expected in Various Business Lines of Insurance
May 10, 2019
Shields, Meyer
Personal Lines Insurance Is a Good Place to Be
May 10, 2019
Newsome, J. Paul
A Wide Variation in Performance of Insurance Companies
May 11, 2018
Shields, Meyer
Auto Insurers are Improving the Most in the Insurance Sector
May 11, 2018
Newsome, J. Paul
Generating Long-Term Returns Through a Managed-Risk Approach
September 15, 2017
Harden, David
Commercial Insurance Best-Positioned to Benefit from Improvement in Economy
May 05, 2017
Kumar, Amit
A Neutral Environment for Property/Casualty Insurance
May 05, 2017
Newsome, J. Paul
Focusing on Principles and Performance in a Multicap Fund
May 05, 2017
Sexsmith, Ian
Assessing Competitive Advantages for P&C Insurance Companies
May 06, 2016
Horn, Brett
A Mixed Outlook for Insurance Space Subsectors
May 06, 2016
Kumar, Amit
Searching for Meaningful Opportunities in the Insurance Space
June 06, 2015
Opportunities in the Insurance Space Despite Adverse Trends
May 22, 2015
Secular Challenges for the Life and Property/Casualty Insurance Sectors
May 19, 2015
Macro Tailwinds for Life Insurance Segment, While P&C and Reinsurance Face Challenges
May 16, 2014
Economy Recovery Positive for Insurance Brokers, Negative for Underwriters
May 08, 2014
Positive Pricing Trends for P&C and a Rotation Back Into Life Insurance
May 13, 2013
Nonlife Insurance Outperforms in Periods of Market Stress
June 28, 2012
Reserves Quality Determines P&C Performance
June 19, 2012
Insurance Companies Trade Below Book Value - Michael Paisan - Stifel, Nicolaus & Co., Inc.
July 25, 2011
Electronic-connector Content Grows Across Industries - Steven O'brien - J.p. Morgan
July 25, 2011
Value Investing In Dividend-paying Companies - Jim Wright & John Fattibene - Harvest Financial Partners
June 13, 2011
Long-term, Value-oriented Investing - Christopher Mittleman - Mittleman Brothers, Llc
February 07, 2011
Risk Factors & Overheated Insurance Valuations - John Nadel - Sterne Agee & Leach, Inc.
May 17, 2010
A Draw For Long-term Value Investors In The P&c Space - Mark Dwelle - Rbc Capital Markets Corp.
May 17, 2010
Finding Hidden Value And Expoloiting The Upside - Salvatore Muoio - S. Muoio & Co. Llc
July 13, 2009
OUTLOOK FOR PROPERTY & CASUALTY INSURANCE - J. PAUL NEWSOME - SANDLER O'NEIL + PARTNERS, LP
January 05, 2009
INVESTING IN SMALL CAP COMPANIES - MATHIEU SIROIS - VAN BERKOM AND ASSOCIATES INC.
September 29, 2008
Relative Value Investing In Quality Companies - Glenn C. Andrews - Cardinal Capital Management, Inc.
January 07, 2008
INVESTING IN GLOBAL HEALTHCARE STOCKS - SERGE DEPATIE - NATCAN INVESTMENT MANAGEMENT
July 30, 2007
Robert S. Ehrlich - Arotech Corporation (artx)
July 12, 2007
RONALD RIMKUS - BB&T ASSET MANAGEMENT INC
September 04, 2006
HOMELAND SECURITY APPLICATIONS: JAY MEIER - MILLER JOHNSON STEICHEN KINNARD INC
September 19, 2005
TED WHITEHEAD - MFC GLOBAL INVESTMENT MANAGEMENT
October 25, 2004
Joel Goodman - Fiduciary Services Corporation
November 17, 2003
Outlook For Insurance Equities: Adam Klauber - Cochran, Caronia & Co
November 14, 2003
Investing In Insurance Stocks: Michael Morrissey - Firemark Investments
November 14, 2003
Bruce Weber - Veredus Asset Management Llc
October 20, 2003
Francis Lee - Synaptics Inc (syna)
May 12, 2003
Outlook For The Gaming Companies: William Schmitt - Cibc World Markets
November 25, 2002
William Mcgill Jr. - Marinemax Inc (hzo)
August 05, 2002
Jon Quigley - Advanced Investment Technologies (ait)
April 15, 2002
A.george Battle - Ask Jeeves Inc (askj)
January 14, 2002
Robert Young Iii - Arkansas Best Corporation (abfs)
November 26, 2001
Pharmaceutical Services: Stephen Unger - Bear, Stearns & Co
September 14, 2001
Mark Foster - Kirr, Marbach & Company Llc
September 03, 2001
David Scott - Chase Investment Counsel
June 04, 2001
Soft Drink & Brewing Companies: Manny Goldman - Ing Barings Llc
November 06, 2000
Non-life Insurance: Jeffrey Thompson - Advest Inc
November 06, 2000
Biotechnology Outlook : Jay B. Silverman - Robertson Stephens
December 02, 1999
Sanjay Jain - Donald & Company
November 22, 1999
Internet Effects On Traditional Media : Edward Atorino - Wasserstein Perella
November 15, 1999
Art J. Bonnel - U.s. Global Investors Bonnel Growth Fund
October 25, 1999
Staffing Stocks : Peter J. Vozzo - Interstate / Johnson Lane
November 30, 1998
