XL Capital Ltd.

  • A Hidden Danger for Insurance Stocks

    By Zachary Scheidt - July 2, 2013 | Tickers: CINF, CB, XL

    Investors in property & casualty insurance companies (often referred to as P&C insurers) face a major hidden risk. An environment of rising interest rates threatens to undermine the financial stability of this industry. Investors who own P&C insurance stocks need to understand the potential danger and make an informed decision about whether to continue to hold these stocks or not.
     
    How interest rates affect insurance companies 
    Insurance companies are more »
  • Billionaire Leon Cooperman’s Cheap Stock Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: COF, FCX, SLM, UNH, XL

    Value investors often start by considering the P/E multiple as a measure of a stock’s “cheapness” and then evaluating the company’s other financials to see if it is a good value. We track quarterly 13F filings from hundreds of hedge funds, primarily as part of our work developing investment strategies, but we also think that it can be useful to screen picks from top managers according to more »

  • Tax Havens

    By Reuben Brewer - February 2, 2013 | Tickers: ACE, MSFT, XL

    Golfer Phil Mickelson got in trouble when he off-handily commented that he might have to make some life changes to avoid paying what he claimed would be 62% of his earnings to the tax man. You can't blame him, but he isn't the only entity looking to save on taxes. Companies have been doing it for years. It's a good business decision no matter what the public thinks.

  • This Company Insider Put $1 Million on the Table

    By Meena Krishnamsetty - September 7, 2012 | Tickers: ACE, AXS, CINF, TRV, XL

    John Nichols, who became CEO of Axis Capital Holdings Limited (NYSE: AXS)’s reinsurance division earlier this year, purchased 30,000 shares of the company on August 30th at an average price of $33.60. Axis is an insurer providing products such as property insurance, professional liability insurance, and reinsurance. These 30,000 shares were a substantial increase in Nichols’s holdings: he had previously owned 50,000 shares more »

  • Diversification the Right Way

    By Justin Carley - January 4, 2012 | Tickers: BMO, COG, CMI, DF, EP.DL, FDO, FSLR, HRB, HBAN, MWW, THC, WYNN, XL

    There are generally two schools of thought when it comes to investing; the trend is your friend and mean reversion.  Some investors only want to buy stocks at a 52-week low and others when the stock is breaking to a new high.  With the beginning of the year full of stock picks and forecasts, I propose a four stock portfolio comprised of the top two stocks in the S&P 500 over the previous calendar year and the two worst stocks in the S&P 500.  I back tested for just the past three years, but the results are pretty remarkable; 100% success in beating the Index and an average return of 32.8% versus 14.5% for the S&P 500.