Blogs about AIZ - Stockpickr! Your Source for Stock Ideas

Blogs about AIZ

Blogs	Description	Date Updated
Assurant and Intelligent Acquistions	Those who have read me for a long time know that my favorite insurance company is Assurant. I’m not writing tonight about how they had great first quarter earnings, or how their investment portfolio suffered less than their competitors. Rather, it springs from a Bloomberg article that is not available on the web. It seems Assurant is talking to Countrywide about purchasing their Balboa Insurance Group. What makes for an intelligent acquisition? Two things: don’t overpay, or f...	May 02, 2008
Break Up AIG!	Recently at RM, I wrote: David Merkel Buy Other Insurers off of the Bad AIG News 2/12/2008 2:54 AM EST Sometimes I think there are too many investors trading baskets of stocks, and too few doing real investing work. I have rarely been bullish on AIG… I think the last time I owned it was slightly before they added it to the DJIA, and I sold it on the day it was added. Why bearish on AIG? Isn’t it cheap? It might be; who can tell? There’s a lot buried on AIG’s...	February 29, 2008
Happy Hour with Cody and Rebecca	I have never been on live television before; the only other times that I have been on any sort of television was when I taped two segments for TheStreet.com last October. We only did one take of each segment, so I guess that’s as good as live, though there was the possibility of re-taping. So, it was interesting for me to be on Happy Hour yesterday. What was I going to talk about? Well, that was uncertain until 2PM today. Cody wanted to talk stocks, but he also wanted to talk macroecono...	February 13, 2008
Still More Odds & Ends (Twelve this Time)	1) I might not be able to post much for the next two days. I have business trips to go on. One is to New York City tomorrow. If everything goes right, I will be on Happy Hour with my friend Cody Willard on Tuesday. 2) As I wrote at RealMoney this morning: David Merkel Buy Other Insurers off of the Bad AIG News 2/12/2008 2:54 AM EST Sometimes I think there are too many investors trading baskets of stocks, and too few doing real investing work. I have rarely been bullish on AIG… I th...	February 12, 2008
Ten Odds & Ends	I’ve wanted to post on a bunch of little things for a while, and while it won’t make for organized reading, maybe we can have some fun with it? Here goes. 1) If Prudential drops much further, I am buying some. With an estimated 2009 PE below 8, it would be hard to go wrong on such a high quality company. I am also hoping that Assurant drops below $53, where I will buy more. The industry fundamentals are generally favorable. Honestly, I could get juiced about Stancorp below...	February 08, 2008
All’s Wells at Assurant	Assurant, which is still my favorite insurance company and stock, is down 10% as I write. The CEO, CFO, and EVP, Chief Actuary, and VP-Risk Management for Solutions/Specialty Property, have all received Wells notices, and are now on administrative leave.So what are the issues? Prior to its IPO, when it was a part of Fortis, Assurant entered into a treaty that provided a limited amount of reinsurance to Assurant’s property lines. From the 8/16/2005 NT 10-Q: As disclosed in the Risk Factors ...	July 17, 2007
Last Week's Dividend Increases	Here are the Top 10 percentage dividend increases last weekLowe's (LOW) = 60%LMP Capital (SCD) = 40%Clorox (CLX) = 29%Monroe Muffler (MNRO) = 28.6%ARK Restaurants (ARKR)= 25.7%Omnicom (OMC) = 20%Assurant (AIZ) = 20%TansAtlantic Holding (TRH) = 18.5%SEI Investments (SEIC) = 16.7%Abington Bancorp (ABBC) = 16.7% Enter your Email Preview \| Powered by FeedBlitz...	May 29, 2007
Goldman Sachs Research Summary (MAY 8, 2007)	Goldman Sachs raised estimates on AngloGold (AU), Guitar Center (GTRC), Dolby (DLB), Darden Restaurants (DRI), Assured Guaranty (AGO), Fortress Investment Group LLC (FIG), Assurant (AIZ), McKesson (MCK), Emergency Medical Services (EMS), Warner Chilcott (WCRX), American Tower (AMT). Goldman Sachs cut estimates on Johnson & Johnson (JNJ), Scientific Games (SGMS), Campanhia Vale do Rio Doce (RIO), Entercom (ETM), Hansen Natural (HANS), Encore Acquisition Company (EAC), SBA Communications ...	May 08, 2007
Pre-Market Stock News (May 3, 2007)	(AIZ) Assurant $1.42 EPS vs $1.20e.(AMD) Adanced Micro Devices holds a shareholder meeting today.(APKT) Acme Packet $0.08 EPS vs $0.07e.(BARE) Bare Escentuals $0.22 EPS vs $0.19e.(CAI) CACI International $0.59 EPS vs $0.59e.(CBS) CBS $0.33 EPS vs $0.32e.(CCUR) Concur Tech $0.12 EPS vs $0.07e.(CEGE) Cell Genesys released tentative Phase I Alzheimer’s results for its #110 molecule as safe and positive.(CELG) Celgene $0.20 EPS vs $0.21e; Fiscal Guidance $1.00 vs $1.04e; stock down 5%.(CGV) CGG Ve...	May 03, 2007
Insurance Earnings So Far 1Q07 — VI	Looks like Seeking Alpha missed yesterday’s post. Oh, well. Onto the tidal wave of earnings: Life Assurant beat handily, on higher revenues. Only the health division lagged. Prudential Insurance beat as well, with its international division leading the way. UnumProvident beat, showing that its turnaround has legs. American Equity missed stating that their interest spread margins had shrunk. That’s a difficult condition to turn around in the short run, particularly given...	May 03, 2007

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