Items Tagged With AIG

Added to Position in AIG
Written By: David Neubert
2007-07-11 16:41:56
I paid $68.27 to add my position in (AIG $68.64) today. The P/E is under 12. The company is growing nicely with many business lines and is still being punished for insurance scandals past. There is pretty big open interest in the $70 strike options for expiration next week, which should act as a kind of anchor. Until then, I've left myself room to buy a bit more if it falls further.

I bought back a small short position in July 70 strike puts today as well.

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AIG is First Insurer to Tackle Climate Change
Written By: Thomas Chenoweth
2007-02-13 12:25:41
Insurance customers see rising rates and dropped policies. Insurance companies, according to Ceres , experience insured losses multiplying 15-fold in three decades: far faster than inflation, population or growth.

Climate change affects nearly every industry in at least three ways: directly (i.e. drought, sea level rise), through increased regulations, and through market perception that climate change is a problem. The difference is that the insurance industry needs to address climate change much more quickly. On one hand, the market for climate-change related products is growing. On the other claims from damage from 500-year floods every few years, a multi-year drought, or another Katrina would be daunting.

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Exploring for Value and Yield: Neubert Discovers America and Its Big Caps
Written By: David Neubert
2007-03-12 14:53:45
Yield Hungry
I'm hungry. I've been overweight in cash for the majority of the last ten years. My active trading has helped me maintain respectable returns but I want to start putting more money to work. After all, I want to live off my dividends and income. I've been running value screens on assets all over the world. With a few exceptions, the same assets class keeps coming up cheap:

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Four Names I Bought This Week
Written By: David Neubert
2007-03-08 04:48:28
I've been watching you at the dance. And now I finally have the nerve to walk across the room...

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How the Lehman Collapse Made Me Thankful
Written By: David Neubert
2008-09-19 12:24:21
Jeane Roberts writes a frustrated account of the fall of AIG and points out the amount of public money going the rescue of various financial institutions (except Lehman Brothers).

Personally, and for my net worth, I'm disappointed that Lehman (LEH, LEHPQ - $0.30) didn't get rescued. As an ex-employee and shareholder I would have liked some of the public money Ms. Roberts mentions being thrown around for Lehman. It was the last place I worked and its collapse hit me hard.

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