The Travelers Companies, Inc.

  • How to Insure Your Portfolio

    By Garrett Gustafson - August 16, 2013 | Tickers: AEG, TRV, WRB

    The S&P 500 is falling sharply, the Dow Jones just plummeted more than 6%, and the two bold words scrolling across every news reel are “FINANCIAL CRISIS.” Panic becomes a common emotion among investors as they scramble to shore up their portfolios, but as others frantically search for safer investments, you remain relaxed because of the confidence you have in your portfolio to withstand the fallout of the financial more »

  • Is AIG Finally Healthy Enough to Buy?

    By Bob Ciura - August 5, 2013 | Tickers: AFL, AIG, TRV

    It seems like just yesterday that the entire financial system in the United States was brought to its knees, in large part by American International Group (NYSE: AIG). The embattled insurer’s risky bets on mortgage-backed securities and other complex derivatives necessitated a massive, unprecedented intervention by the U.S. government.

    It’s been five years since the 2008 bailouts, and to mark the occasion, AIG announced its first return more »

  • Auto Insurers: Does Pricing "Discrimination" Pay?

    By BA McKenna - July 31, 2013 | Tickers: PGR, ALL, TRV

    The Consumer Federation of America recently released a report condemning some insurance companies, such as Progressive (NYSE: PGR), for using education level and occupation to set rates for auto coverage, while commending others, such as Allstate (NYSE: ALL) and Travelers (NYSE: TRV), for not using these factors.

    The CFA calls the practice "discriminatory," while others view it as adept underwriting. Judgments aside, I wondered: Is there a difference in performance more »

  • Do Low Expectations Mean There Is Upside in This Stock?

    By Chad Henage - July 23, 2013 | Tickers: AFL, AIG, ALL, TRV

    Call me an optimist, but it seems like the market isn’t giving enough credit to AFLAC's (NYSE: AFL) management. At the present time, this company that has historically grown both earnings and its dividend and an admirable pace is selling for a lower forward P/E ratio then several of its competitors. Concerns over the company’s exposure to the Yen, and questions about the company’s ability more »

  • Shore up Your Portfolio With Insurance

    By Marshall Hargrave - July 22, 2013 | Tickers: ACE, PGR, TRV

    It seems that with the U.S. healthcare reform act there will be a lot more individuals with health insurance, which is great for the health insurers, but there are a few choice insurance investments that might be worth checking out.

    It appears that some of the major property and casualty insurers are being overlooked. The P&C insurance companies provide insurance on homes, cars, and businesses. As the economy more »

  • This Insurer Leads the Pack

    By Bob Ciura - July 12, 2013 | Tickers: AFL, RLI, TRV

    Successful companies in the insurance industry have the flexibility to provide shareholders the increasing stream of profits and dividends that most investors love. For investors looking to gain exposure to the financial services industry who may be wary of buying stocks in banks, insurance companies should be on your watch list.

    Specifically, there’s one insurance company with a financial track record that stands above the rest. Supplemental insurer AFLAC more »

  • Three Reasons to Buy AIG

    By Andrés Cardenal - June 24, 2013 | Tickers: AIG, ALL, CB, TRV

    AIG (NYSE: AIG) was the poster child of the financial crisis, but the company has come a long way since them. The insurance giant is now a much healthier and more transparent company, and business is showing clear signs of improvement.  This may be a good time grab some shares of this insurance powerhouse while the stock is still cheap.

    Back on track

    The company really messed up during the more »

  • Corporate Cash is Flowing Back to Investors

    By Rupert Hargreaves - June 21, 2013 | Tickers: INTC, IBM, TRV

    Recently, corporate America has been faced with a problem. The basic rate of interest is so low that companies don't have many options as to where to put their profits and excess cash.

    Currently, businesses are not reinvesting the cash into new growth projects or acquisitions as feverishly as they have in the past.  Nor are they paying out dividend distributions, because this does not improve a company's more »

  • Insurance Stocks Rally: 2 To Buy, 2 To Avoid

    By Sammy Pollack - June 12, 2013 | Tickers: HIG, MET, CB, TRV

    Over the past few months, as shown by the chart below, the insurance sector has been hot. The primary reason for the move higher is the increase in interest rates. It must be noted that insurance companies benefit from increasing rates as it increases the amount of interest that can be earned on risk-free assets, such as Treasury bonds, that insurance companies hold. While I do not think the sector-wide more »

  • Buy AIG's Junk

    By Alexander Cho - June 6, 2013 | Tickers: AIG, BAC, TRV

    AIG (NYSE: AIG)has a lot of exposure to residential mortgage backed securities. These residential mortgage backed securities are basically a group of mortgages packed into a single document and grouped together based on investment grade. Residential mortgage backed securities are stamped with a risk rating, which is determined by a credit rating agency.  The highest rating is AAA and the lowest rating is below investment grade.

    The value of more »

  • 1 Mind-Blowing Revelation the Buffett Bulls Might’ve Missed

    By Meena Krishnamsetty - May 28, 2013 | Tickers: AIG, BRK-B, HIG, ALL, TRV

    Berkshire Hathaway (NYSE: BRK-B) held its annual meeting a few weekends ago at the Century Link Center in Omaha; see Insider Monkey's recap from the meeting. An annual spring rite of passage for value investors, the meeting attracted thousands of shareholders who flocked to the Midwest to pay homage to the Oracle of Omaha. During the course of the meeting, and in his annual shareholder letter, Buffett discussed future more »

  • 1 Property & Casualty Insurance Company To Buy

    By Wes Patoka - May 21, 2013 | Tickers: ALL, CB, TRV

    Property and casualty insurance companies are some of the most profitable and necessary companies around. Unlike their peers in healthcare, there are not mandates that restrict the profit margins of these companies; it is all a balance of raising premiums and keeping customers happy. Today, we will look at three companies in this segment: Travelers (NYSE: TRV), Allstate (NYSE: ALL) and Chubb (NYSE: CB). All three of these companies have more »

  • These Insurers Are Rewarding Shareholders Handsomely

    By Bob Ciura - May 9, 2013 | Tickers: MET, RLI, TRV

    Insurance companies enjoy a two-sided business model: they earn cash from premiums paid on the policies they write and then again through investing the large pools of their accumulated capital. In recent years, insurers have been a great place to look for investors interested in both diversifying into the financial industry as well as producing yield from their stock investments.

    This trend has continued in recent weeks, as several of more »

  • Exciting Investment Ideas in "Stodgy” Industries

    By Jeff Stouffer - May 9, 2013 | Tickers: MET, KBWI, CB, TRV

    When turnaround trends take place in industries that have been considered boring or unappealing for extended periods of time, such events can be rather explosive. A good example of this is the PowerShares KBW Insurance Portfolio (NYSEMKT: KBWI)), an ETF that holds only insurance-company stocks. The inception date is Nov. 1, 2011 and the posted one-year return is approximately 28.9%.

    The release of the PowerShares KBW Insurance Portfolio appears more »

  • This Insurance Powerhouse Will Continue Outperforming

    By Andrés Cardenal - May 7, 2013 | Tickers: AIG, ALL, CB, TRV

    American International Group (NYSE: AIG) rose by nearly 5% on Friday after the company announced better than expected earnings figures on Thursday after the close. The stock is up by more than 20% in the last year, but make no mistake, there is still plenty of upside room in this recovering insurance giant.

    After the storm

    AIG made the worst possible kind of bet during the credit bubble; the company more »

  • Coke's Recipe for Success

    By Wes Patoka - April 30, 2013 | Tickers: KO, PEP, TRV

    Coca-Cola (NYSE: KO) has been a stalwart of the Dow Jones industrial average, and has been a favorite in Berkshire Hathaway’s equity holdings for years. Coca-Cola has a simple business model and a product that is arguably the most known brand in the entire world. This company has been rewarding shareholders for decades, and has laid out a plan to double its revenue and volume in a decade. Coca-Cola more »

  • Three Stocks I’m Buying After Tuesday’s Earnings

    By Brian Nichols - April 25, 2013 | Tickers: COH, DAL, TRV

    In this article I am separating the good from the bad, not in terms of stock performance, but rather fundamentals compared to valuation following earnings. This is one of the best times of the year to capitalize on value, and in this piece I am looking at three stocks that are presenting large upside.

    Best Q1 in More than a Decade

    As the price of fuel has declined, shares of more »

  • Is AIG a Good Stock to Buy?

    By Meena Krishnamsetty - April 18, 2013 | Tickers: ACE, AIG, HIG, CB, TRV

    During the fourth quarter of 2012, American International Group (NYSE: AIG) replaced Apple as the most popular stock among hedge funds according to our database of 13F filings. 142 of the filers we track were long the bailed-out insurer going into 2013. Billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital initiated a position of almost 7 million shares between October and December (see Mandel's stock picks). Third more »

  • Is AIG a Good Stock to Buy?

    By Meena Krishnamsetty - April 16, 2013 | Tickers: ACE, AIG, HIG, CB, TRV

    During the fourth quarter of 2012, American International Group (NYSE: AIG) replaced Apple as the most popular stock among hedge funds according to our database of 13F filings (find more stocks hedge funds loved). 142 of the filers which we track were long the bailed-out insurer going into 2013. Billionaire and Tiger Cub Stephen Mandel’s Lone Pine Capital initiated a position of almost 7 million shares between October and more »

  • This Is The Best Business In The World

    By Shmulik Karpf - April 11, 2013 | Tickers: AIG, BRK-A, TRV, WRB

    I often find myself pondering what is the best business in the world. When I begin to weigh all the various possibilities, I usually turn to Warren Buffett for some advice on this topic. We all know that in his teachings, the sage of Omaha emphasized the importance of a wide economic moat, consistent earnings power and strong capital efficiency.

    Why insurance?

    I believe we can find several clues why more »

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