| Hurricane Irma: Reasonable to Fear the Worst - Pricing could reach an inflection point, but balance sheet impact won't be sorted out until 4Q17
|
Wilt, Bill |
2017-09-07 |
| Allstate (ALL) and Progressive (PGR) Proprietary Survey: Speed to Payment Critical on Harvey Claims - Stock overhang should clear on Progressive faster than Allstate
|
Wilt, Bill |
2017-09-05 |
| Allstate (ALL), Progressive (PGR): Current Pricing Umbrella in Stocks
|
Wilt, Bill |
2017-08-29 |
| Hurricane Harvey: First Look at Wind vs. Water - Houston's active participation in NFIP will benefit (re)insurers; temper stock overhang
|
Wilt, Bill |
2017-08-28 |
| Workers' Comp: Failure to Repeal ACA Good News for P/C Insurers
|
Wilt, Bill |
2017-07-31 |
| Volatility Matters - Travelers, RLI, and Cincinnati Financial Outperform Expectations Everest Re (RE), Axis Capital (AXS), and XL would benefit from more stability
|
Wilt, Bill |
2017-07-24 |
| Asbestos Liabilities: Raising Industry Estimate of Reserving Shortfall
|
Wilt, Bill |
2017-07-18 |
| Progressive (PGR) - Expecting Continuation of Robust Unit Growth
|
Wilt, Bill |
2017-07-17 |
| Allstate (ALL), Progressive (PGR): Good News Increasingly Discounted in Stock Prices
|
Wilt, Bill |
2017-07-11 |
| Conference Call: Rise in Social Inflation --- Tuesday, June 27 at 2pm EST
|
Wilt, Bill |
2017-06-22 |
| Social Inflation Follow Up: Third Party Litigation Funding Remains on the Rise
|
Wilt, Bill |
2017-06-20 |
| Social Inflation Follow: Up Inflation Risk to the Upside From Advertising Trends
|
Wilt, Bill |
2017-06-13 |
| Allstate (ALL): Esurance Nearing Accounting Profitability - parallels to Squaretrade
|
Wilt, Bill |
2017-06-07 |
| Workers' Compensation Still Peaking, AHCA Impact
|
Wilt, Bill |
2017-06-02 |
| Reinsurance Brokers: Modest Earnings Tailwinds from Rising Revenues (AON, MMC, WLTW)
|
Wilt, Bill |
2017-05-22 |
| Commercial Auto: A Fixable Problem (ORI, SIGI, MCY, RLI, CINF, AFG)
|
Wilt, Bill |
2017-05-08 |
| Allstate (ALL): Benefit of Auto Hard Market Likely to Continue
|
Wilt, Bill |
2017-05-02 |
| Near-Term Pressures on Auto Physical Damage to Persist (ALL, PGR, MCY)
|
Wilt, Bill |
2017-04-25 |
| Pricing and Reserves: Directional Impact on 2017 Estimates
|
Wilt, Bill |
2017-04-07 |
| Workers' Comp: AHCA Will Accelerate Loss Ratio Deterioration - HIG, TRV, WRB, ORI, AFG
|
Wilt, Bill |
2017-03-22 |