Quote Originally Posted by duncan macgregor View Post
I would think that the least profitable companies up to this point will tend to be risk adverse reinsuring to the point where they tend to be over reinsured for events like this. The problem that I see is if one company goes under creating a domino crisis with other more conservative companies. There is a lot of money to come out of this sectors profits, it would be a brave investor who would dip in trying to bottom pick.
Macdunk
While Im usually a fairly conservative investor. Im comfortable with my 1.77 entry this morning. My first buy for weeks!