It's September

[valuecfa]

You know what that means. Time to buy a basket of reinsurers.  :P

 

http://finance.yahoo.com/news/Analyst-sees-buying-apf-1822558007.html?x=0&.v=2

 

 

[gaf63]

Article mentions 10 reinsurers and Orh is not included.    It's like ORH and FFH are off their radar.  And yet if one looks at their return on equity, these cos. pale in comparison.  

 

ORH above 20% and the highest of the bunch , less than 8%.  

 

Weird!!!