Upside Surprise Imminent For Insurance Companies Trading Below Book Value: An Interview With Michael Paisan Of Stifel, Nicolaus

Quote: This special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers.The Wall Street Transcript Online. Topics covered: Global Disaster Exposure - Liquidity Positions and Capital Allocation Measures - Consolidation Trends - Emerging Market ExpansionCompanies include: ACE (ACE); AFG (AFG); AFSI (AFSI); AHL (AHL); AIG's (AIG); Aflac(AFL); Allianz (ALV.DE); Allstate (ALL); American Equity (AEL); Aon (AON); Arch Capital (ACGL); Argo Group (AGII); Aviva (AV); Axis (AXS); Berkshire (BRK-A); CNA (CNA); CNO Group (CNO); Chubb (CB); EGI Financial (EFH.TO); EIG (EIG); ENH (ENH); Fairfax Financial (FFH.TO); Flagstone Reinsurance Holdings S.A. (FSR); Gallagher (AJG); Genworth (GNW); Genworth Canada (MIC.TO); Great-West Life (GWO.TO); HCC (HCC); Industrial Alliance (IAG.TO); Intact Financial (IFC.TO); Lincoln National (LNC); Loews Corporation (L); MKL (MKL); MRH (MRH); Manulife Financial (MFC); Marsh (MMC); MetLife (MET); PGR (PGR); PRA (PRA); PRE (PRE); Principal (PFG); Protective Life (PL); Prudential Financial (PRU); Prudential UK (PUK); Reinsurance Group of America, Incorporated (RGA); RenaissanceRe (RNR); SBX (SBX); Sun Life Financial (SLF); TRV (TRV); The Hanover Group (THG); The Hartford (HIB); The Hartford (HIG); The Navigators Group, Inc. (NAVG); Torchmark (TMK); Translantic Holdings, (TRH); UTR (UTR); Unum Group (UNM); Validus Reinsurance (VR); WRB (WRB); Willis (WSH); XL (XL); Zurich (ZURN.VX).In the following brief excerpt from just one of the many in-depth interviews in this extensive report, an experienced Insurance industry analyst discusses the outlook for the sector for investors. Michael Paisan, Managing Director, joined the Stifel, Nicolaus & Co., Inc., research team in connection with Stifel's acquisition of Legg Mason's capital markets group in December 2005. He provides fundamental research coverage of the property and casualty insurance ind...
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