| 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 |
| 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 |