Following the recent run in stocks, I see mortgage insurers as being fairly valued. Capital positions have strengthened and industry fundamentals are improving.
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March 18 - News
When investors consider a company, it makes sense to look for both strengths and weaknesses. The company's strengths need to be examined to determine if they are sustainable.
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March 18 - News
Over-diversification happens when we become collectors of investments instead of simply being investors.
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March 16 - News
Following the recent run in the stocks, I see mortgage insurers as being fairly valued. Capital positions have strengthened and the industry fundamental are improving.
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March 14 - News
Google Inc (NASDAQ:GOOG) is the new darling of hedge funds.
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March 14 - Hedge Funds
Hank Greenberg stormed the beaches of Normandy, took part in the liberation of the Dachau concentration camp, and returned home to spend five decades building American International...
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March 14 - News
The financial crisis ended -- at least where the markets are concerned -- four years ago. But some people couldn't believe it was over.
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March 12 - News
I sat down with former American International Group Inc (NYSE:AIG) chairman and CEO Hank Greenberg last week.
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March 12 - News
Hank Greenberg, former chairman and CEO of American International Group Inc (NYSE:AIG) , sued the government last year for $25 billion, related to the 2008 bailout of the company...
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March 12 - News
I've been looking into ways to get exposure to the insurance industry, and have narrowed the search to two companies: American International Group Inc (NYSE:AIG) and Hartford...
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March 12 - News
During a meeting in 2009 about the performance of the Home Affordable Modification Program, or HAMP, Elizabeth Warren, who was head of the Congressional Oversight Panel for the...
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March 12 - News
American International Group Inc (NYSE:AIG) has plenty of reasons to celebrate on Wall Street these days -- from dethroning Apple as the hedge fund favorite, to big names like...
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March 11 - News
Berkshire remains one of Wall Street's favorites, and for good reason, but its insurance operations are not the only positive aspect of the company.
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March 10 - News
I sat down with former American International Group Inc (NYSE:AIG) chairman and CEO Hank Greenberg this week.
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March 8 - News
Now that the Dow Jones Industrial Average has broken the 14,300 barrier, the question is: Where will it stop? As investors flood back into the market on the strength of the Dow...
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March 7 - News
Three major tech companies - whose stocks are three of the most-popular plays among hedge funds we track - are again among the top companies in the Harris Interactive survey of...
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March 6 - News
Billionaire hedge fund manager David Tepper's Appaloosa Management hedge fund returned some 30% in 2012, earning Tepper a cool $2.2 billion.
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March 6 - Hedge Funds
One of the biggest insurance companies on the market, American International Group Inc (NYSE:AIG), has recently reported a loss of nearly $4 billion in its fourth quarter earnings...
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March 1 - News
Recently the Dow Jones has been flirting with 5 year highs. While the run has been great it has left some of my favorite companies looking a bit expensive.
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February 25 - News
The ubiquitous Flo ads on TV remind us that at The Progressive Corporation (NYSE:PGR), you see the price they offer along with the price of their competitors. It got me thinking...
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February 25 - News
Mark Twain says, "The man who doesn't read good books has no advantage over the man who can't read them." In that spirit, here are five great books I've read lately that you should...
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February 25 - News
It's been a riveting week for investors. After starting the shortened week up by 54 points on Tuesday, the Dow Jones Industrial Average proceeded to crater.
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February 22 - News
Apple Inc. (NASDAQ:AAPL) was the darling stock of 2012.
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February 22 - News
The analysts got it right. Predicting that insurer American International Group, Inc.
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February 22 - News
Once a widely used part of many companies' capital structures, preferred stock has become little more than an afterthought in most investors' minds.
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February 22 - News
In the 2012 letter to American International Group, Inc.
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February 22 - News
It's not everyday that Apple Inc. (NASDAQ:AAPL) gets dethroned, much less by an insurance company.
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February 21 - News
A look at hedge fund manager Whitney Tilson's recent investor letter proved interesting.
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February 20 - News
One of the companies bringing up the rear of earnings season, American International Group, Inc.
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February 20 - News
Lately, it doesn't seem like anything can go wrong for Bank of America Corp (NYSE:BAC), the nation's second largest bank by assets.
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February 20 - News
See what a nice three-day weekend can do for one's well-being? After the President's Day holiday, the Dow Jones Industrial Average is stretching its legs this morning.
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February 19 - News
Readers may recognize Karen Finerman’s name from her frequent appearances on financial television. Ms.
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February 19 - News
Just when investors thought the lawsuits over the shoddy mortgage loans and mortgage-backed securities plaguing Bank of America Corp (NYSE:BAC) might soon become merely a bad ...
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February 19 - News
Earnings season is now starting to wind down, with most companies already having reported their quarterly results.
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February 19 - News
It's fairly well known that, when it comes to having a reputation for being insensitive to customers, Bank of America Corp (NYSE:BAC) pretty much takes the cake.
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February 18 - News
We track 13F filings from hedge funds and other notable investors both to help us develop investment strategies (the most popular small cap stocks among hedge funds, which can...
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February 18 - News
Change is afoot at banking giant PNC Financial Services (NYSE:PNC).
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February 18 - News
Stocks move every day -- this is a given. Today, Bank of America Corp (NYSE:BAC) dropped pretty rapidly, only to regain its momentum later in trading.
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February 16 - News
Today, let's look at investing giant Seth Klarman, who founded the Baupost Group hedge fund company back in 1982. Klarman is a successful investor with a lot to teach us.
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February 15 - News
This is the fifth and final article in a series on Bank of America Corp (NYSE:BAC)'s legal problems since the financial crisis.
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February 15 - News
American International Group, Inc.
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February 15 - News
People often have discussions about how the value of a company relates to investors.
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February 15 - News
We have been keeping track of 13F filings from hedge funds and other notable investors for the fourth quarter of 2012, which are due this week.
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February 15 - News
This is the forth in a series of five articles covering Bank of America Corp (NYSE:BAC)'s legal problems since the financial crisis. To read the first three, click here, here...
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February 14 - News
The Baupost Group, a hedge fund founded by Seth Klarman, released its 13F on Wednesday.
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February 14 - Hedge Funds
The brain is an amazing tool.
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February 13 - News
This is the second in a series of five articles covering Bank of America Corp (NYSE:BAC)'s legal problems since the financial crisis.
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February 12 - News
When your rolling five-year average return on investment is 71.22%, you're doing something right.
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February 11 - News
During the 15+ years that he's been running the Fairholme Fund, money manager Bruce Berkowitz has been recognized as an accomplished investor, including Morningstar's stock-fund...
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February 11 - Hedge Funds
Today, let's look at Gardner, Russo & Gardner, a hedge fund company with a record that speaks for itself.
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February 11 - Hedge Funds
