Saul-esque review of Insurance Players

This writer on Seeking Alpha seems to have taken a Saul like approach to his systematic screening which is interesting - it includes trailing PEG. Sam also uses Y chart fundamental and value scores and has filters for profitability and growth.

He has reviewed the US insurance space here and picks: United Fire Group and Universal Insurance.

http://seekingalpha.com/article/3957959-top-insurance-stocks…

He started the series with a review of the airline sector (which I avoid like the plague given they are usually loss making across the cycle). Picks there are Alaska Air Group, Hawaiian Holdings, and Southwest Airlines.

http://seekingalpha.com/article/3774996-top-airline-stocks-2…

His other industry sector articles are here:
http://seekingalpha.com/author/stan-stafford/articles

Maybe Sam would be interested in this board and community if he knew it existed. (Or maybe he is already with us, using a handle).

Regards
Ant

4 Likes

Interesting!

I am already invested in United Fire Group (UFCS) and am quite happy with it as an investment. I had considered writing it up here, though it is a bit borderline for the standards of this board. Recent history looks unusually good right now because of unusually low claims last year.