| Underwriting Drives Valuation; Not Investment Income (Another (brief) look at a recurring theme ahead of 1Q18 earnings season)
|
Wilt, Bill |
2018-04-17 |
| Hurricane Irma: Steadily Rising Losses Impact Renaissance (RNR); Everest (RE) - Industry loss estimate rises 8.2%, to $8.6 billion, after Florida OIR corrects
|
Wilt, Bill |
2018-04-13 |
| Annual Industry study of ROE Dispersion: Stock-owned & nationally diversified writers of insurance "win". Mutual insurers limit the ROE upside of public companies
|
Wilt, Bill |
2018-04-12 |
| Pricing and Reserves: Directional Impact on 2018e Forecasted
|
Wilt, Bill |
2018-04-03 |
| Social Inflation Follow Up: Reserving and Pricing Risk on the Rise
|
Wilt, Bill |
2018-03-28 |
| Workers' Comp: More Evidence of Risk from ACA Exposure
|
Wilt, Bill |
2018-03-14 |
| Auto Insurance Pricing Hard Market Nears an End (PGR, ALL)
|
Wilt, Bill |
2018-03-06 |
| ROE Framework Points to Modest P/C Pricing Correction
|
Wilt, Bill |
2018-02-28 |
| 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 |