| Federal judge appointments unlikely to provide Inflation relief, as state courts are more influential
|
Wilt, Bill |
2017-03-15 |
| Progressive Corp: Back in Advertising Mode, Y/Y Comparisons Tougher, Remains Best-In-Class
|
Wilt, Bill |
2017-03-14 |
| ROE Leverage Framework: Underwriting Drives Valuations - Discounts for AIG & HIG, and Premiums for PGR & RLI, are Likely to Persist
|
Wilt, Bill |
2017-03-01 |
| Auto Pricing Hard Market: Progressive's (PGR) Kind of Market
|
Wilt, Bill |
2017-02-21 |
| Valuation Framework: U/W Results Drive Valuation; not NII - XL, AXS, AIG, HIG
|
Wilt, Bill |
2017-02-17 |
| Workers' Comp: Results Peaking; Expect More Pricing Pressure in 2017 (HIG, TRV, WRB, ORI, AFG, AFSI)
|
Wilt, Bill |
2017-02-08 |
| Insurance Stocks Most Levered to the Trump Economy (AFG, WRB, AFSI, MKL, ORI)
|
Wilt, Bill |
2017-01-30 |
| ALL, PGR: Pricing "Hard Market" Carrying into 2017, mutual Insurers now taking double the pricing
|
Wilt, Bill |
2017-01-12 |
| HIG Deal with Berkshire is Expensive; Corp Tax Reform & Asbestos to Collide in Near Term?
|
Wilt, Bill |
2017-01-05 |
| Corporate Tax Reform Outlook - Most Beneficial to PGR, RLI, ALL, TRV
|
Wilt, Bill |
2017-01-04 |
| Peer-to-Peer Insurance: Proprietary Review of Global Landscape post launch of Lemonade
|
Wilt, Bill |
2016-12-08 |
| Allstate Corp (ALL): Buying SquareTrade
|
Wilt, Bill |
2016-11-29 |
| Workers' Comp: ACA Repeal/Replace Unlikely to Affect our "Peaking Results" Thesis - Impact: HIG, TRV, WRB, ORI, AFG, AFSI
|
Wilt, Bill |
2016-11-21 |
| PGR: PIF Growth Continuing to Crest, Margin Improvement Likely to Follow
|
Wilt, Bill |
2016-11-14 |
| ALL: Esurance Becoming Less of a Headwind
|
Wilt, Bill |
2016-11-07 |
| Rise in Auto Loans Likely to Sustain Auto Pricing Hard Market (ALL, PGR)
|
Wilt, Bill |
2016-10-27 |
| Workers Compensation Charges in Pipeline: AFG, AFSI, HIG, ORI
|
Wilt, Bill |
2016-10-24 |
| TRV: Asbestos Liabilities worsening, masked by Reinsurance
|
Wilt, Bill |
2016-10-20 |
| Progressive Corp (PGR): September Preview, PIF growth Likely Cresting, Margin Improvement Likely to Follow, Pos. for Earnings Outlook
|
Wilt, Bill |
2016-10-11 |
| Decomposing ROE: Underwriting Results Drive Valuation, Multiple expansion possible at THG and AWH; Contraction a risk at CINF
|
Wilt, Bill |
2016-10-11 |