Guest misterstockwell Posted August 8, 2011 Posted August 8, 2011 Some great companies are being sold down below book--HCC, WRB, Y come to mind. If it wasn't for the recently-increased hurricane forecast, these might make for interesting buys in the selloff. Some second tier types getting way below book--AHL, or ANAT, for instance. Interesting days...
eclecticvalue Posted August 9, 2011 Posted August 9, 2011 I am seeing some of the p/c insurers being sold way below book such as SBX and FSR. I am going to wait for a few months because hurricane season needs to pass.
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