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684
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684 results
Q4 earnings call sentiment analysis: Critical but calm
Insurance carriers tailor their comments to leave investors walking away with an optimistic view.
Insurance Insider US Research
,
March 03, 2022
James River Q4: Is the franchise vulnerable to activist investors?
The reserve charge reported in quarterly earnings may have opened the door for activists.
Insurance Insider US Research
,
March 02, 2022
Root Q4: A make-or-break quarter
The firm reported quarterly and annual earnings amidst challenges.
Insurance Insider US Research
,
February 25, 2022
Argo Q4: Plan A is Plan B
The firm reported upbeat quarterly earnings, but the best move remains a sale.
Insurance Insider US Research
,
February 24, 2022
Correction: AIG Q4 – The Trend is your friend
The firm posted positive quarterly earnings – is this the beginning of a trend?
Insurance Insider US Research
,
February 18, 2022
Argo: It's time to think about a sale of this franchise
The $130mn-$140mn reserve charge undermines the management case that it can turn the business around.
Insurance Insider US Research
,
February 16, 2022
Short interest: InsurTech shorting picks up in expectation of earnings
Stock volumes were up, and InsurTech short interest intensified despite significant existing short positions in the stocks.
Insurance Insider US Research
,
February 11, 2022
Everest Re Q4: Looking good, but too early to call the game
The firm posted positive quarterly earnings results, but it's too soon view this this as a new trendline.
Insurance Insider US Research
,
February 11, 2022
The Chubbification of Everest Re
Inside P&C Research examines Juan Andrade’s rebalancing of the Bermudian towards insurance, and his efforts to tame the firm’s volatility.
Insurance Insider US Research
,
February 09, 2022
Allstate Q4: What to do about personal auto loss trends?
The firm reported quarterly earnings featuring disappointing personal auto loss cost trends.
Insurance Insider US Research
,
February 04, 2022
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