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benchmark

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  1. benchmark
    Given the 'softness' of the insurance market, isn't AJG better positioned than BRO? AJG has also dropped significantly.
  2. benchmark
    Interesting reaction to AJG earning report, which I think is a decent report, but different firms reacted differently "Piper Sandler Adjusts Arthur J. Gallagher Price Target to $211 From $226" "Keefe Bruyette & Woods Adjusts Arthur J. Gallagher Price Target to $235 From $246" "Mizuho Securities Adjusts Arthur J. Gallagher Price Target to $261 From $259"
  3. benchmark
    Congrats @Saluki. Enjoy the time you have with the kid, they grow up so fast!
  4. benchmark
    Thanks @gfp. That thread is basically dead. I'm going to ask my question here. Looking at AJG, the biggest risk outside the overall market being soft is the integration of AssuredPartners. What are the things to look for in their report in terms identifying if the integration is on-track or successful? Their investor day presentation say about $160M by the end of 2026, is that the metric?
  5. benchmark
    Is there a separate thread for AJG? search didn't find anything.
  6. benchmark
    the multiple expansion of the broker business has been amazing the last 10 years. I'm not sure that they are really cheap today, maybe fair priced.
  7. benchmark
    stock isn't particularly cheap, what's your thesis?
  8. benchmark
    seems like nothing changed from their Jan forecast.
  9. benchmark
    Thanks John, I'll take a look at RY. Like you, I have also been a long time BAC holder, I would have sold as well if it's not for the big tax bill that I have to pay, so I'm just holding.
  10. benchmark
    what's the reason to part ways with bac and c? I think c probably has more runway than BAC.
  11. benchmark
    Interesting to see AJG went down 6% today, I don't see any news and it should not correlate with oil/war, i've been selling 3/12 200 puts fwiw.
  12. benchmark
    Yes, we were lucky, only had a few hours of rain/storm while driving to mount Cook.
  13. benchmark
    Just came back from a 2-week trip, had a blast. Thanks for the recommendations, we did a couple of day hikes in Golden bay and Abel Tasman park. The star gazing in Lake Tapeko was amazing.
  14. benchmark
    Is the Glaciers worth the drive? (We've seen glaciers in Alaska and Canada and Switzland). For Milfrod sound, is the helicopter tour worth it? We are also thinking about changing our flight to go directly to Nelson. Any particular areas/hikes that you'd recommend? thanks.
  15. benchmark
    Going to New Zealand next week. We land in Auckland, was going to Trinitiri Matangi, but it seems ferry doesn't run on Mon/Tuesday. So we'll go directly to ChristChurch first, spend most of the time in the south island. This is our first time to the country, anything that we shouldn't miss?
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