Comments on: Portfolio Notes — July 2007 http://alephblog.com/2007/07/19/portfolio-notes-july-2007/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Fri, 25 May 2012 03:46:25 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: David Merkelhttp://alephblog.com/2007/07/19/portfolio-notes-july-2007/comment-page-1/#comment-2219 David Merkel Tue, 24 Jul 2007 19:03:34 +0000 http://alephblog.com/?p=184#comment-2219 Not that I don't like CNA, but it doesn't have the leverage to equities that HIG does. AIG doesn't have that leverage either. Of course on a day like today, who wants leverage to equities? Not that I don’t like CNA, but it doesn’t have the leverage to equities that HIG does. AIG doesn’t have that leverage either. Of course on a day like today, who wants leverage to equities?

]]> By: Alberthttp://alephblog.com/2007/07/19/portfolio-notes-july-2007/comment-page-1/#comment-2155 Albert Fri, 20 Jul 2007 14:55:48 +0000 http://alephblog.com/?p=184#comment-2155 "If you are willing to speculate, might I recommend FSL? They manage their business well, though they are new." Did you mean to say FSR? Otherwise, very interesting post, as always. Thanks for your work. “If you are willing to speculate, might I recommend FSL? They manage their business well, though they are new.”

Did you mean to say FSR?

Otherwise, very interesting post, as always. Thanks for your work.

]]> By: Steve Miloshttp://alephblog.com/2007/07/19/portfolio-notes-july-2007/comment-page-1/#comment-2151 Steve Milos Fri, 20 Jul 2007 11:20:07 +0000 http://alephblog.com/?p=184#comment-2151 David, Do you refer to the turnarounds component as the "Nero" part of your portfolio? After all, "Rome wasn't burnt in a day..." LOL How about combining your asset sensitive life insurer and low catastrophe expense insurer strategy together with a multiline insurer such as HIG, CNA, AIG? Seems to me that would be the easiest way to play it. Steve long CNA for a trade, might buy the others David,

Do you refer to the turnarounds component as the “Nero” part of your portfolio? After all, “Rome wasn’t burnt in a day…” LOL

How about combining your asset sensitive life insurer and low catastrophe expense insurer strategy together with a multiline insurer such as HIG, CNA, AIG? Seems to me that would be the easiest way to play it.

Steve
long CNA for a trade, might buy the others

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