| Valuation Framework: U/W Results Drive Valuation; Not NII
|
Wilt, Bill |
2018-02-23 |
| Midway Earnings Report: Lower Favorable Reserve Development - Seems part of an overall trend; not necessarily related to tax reform
|
Wilt, Bill |
2018-02-05 |
| Tax Reform Could Generate Additional $215 Billion of Premiums
|
Wilt, Bill |
2018-01-30 |
| Progressive (PGR) - Outsized Policy Growth to Continue Near Term
|
Wilt, Bill |
2018-01-23 |
| AIG to Acquire Validus (VR): Cash is worth more than EPS to companies with NOLs
|
Wilt, Bill |
2018-01-22 |
| Property/Casualty Expense Ratio and EPS Analysis
|
Wilt, Bill |
2018-01-17 |
| Medical Inflation to Remain Benign Near Term, Pressures building into 2019 and later
|
Wilt, Bill |
2018-01-11 |
| Social Inflation and Tax Reform = Conservatism in 4Q17 P&C Reserves - Incrementally more conservatism could lead to earnings disappointments
|
Wilt, Bill |
2017-12-15 |
| Allstate (ALL) and Progressive (PGR): Pricing Hard Market (still) in Late Innings
|
Wilt, Bill |
2017-12-07 |
| Allstate (ALL) Travelers (TRV): Homeowners Growth Challenged - The 20-year CAGR in housing units is less than 1%; "growth engine"
|
Wilt, Bill |
2017-11-30 |
| Tax Reform Should Engender Conservatism in 4Q17 P&C Reserves
|
Wilt, Bill |
2017-11-17 |
| Allstate (ALL): Esurance Nearing Accounting Breakeven in 2018; After that?
|
Wilt, Bill |
2017-11-09 |
| Spike in Legal Advertising Could Help Raise Rates During Jan. 1 Renewals
|
Wilt, Bill |
2017-10-30 |
| Allstate (ALL), Progressive (PGR): Pricing Hard Market in Late Innings
|
Wilt, Bill |
2017-10-24 |
| Asbestos Liabilities: Expect Another 3Q Charge from Travelers (TRV)
|
Wilt, Bill |
2017-10-16 |
| Property/Casualty M&A: Struggle for organic growth, stagnation tipping point reached
|
Wilt, Bill |
2017-10-10 |
| Social Inflation Follow Up: 2of 3 Components are Accelerating - Proprietary data on legal advertising shows an acceleration in 2017
|
Wilt, Bill |
2017-10-02 |
| Hurricane Damages and Catastrophe Model Uncertainty - Conference call revealed wind vs. water issues complicated by legal advertising
|
Wilt, Bill |
2017-09-27 |
| Hurricane Costs: Call with Two Experts - Conference Call - September 26th
|
Wilt, Bill |
2017-09-20 |
| Workers' Comp: Loss Ratio Tailwind from Opioid Reduction - We're lowering the amount by which we think the WC loss ratio will deteriorate in 2018
|
Wilt, Bill |
2017-09-20 |