Stockchase Opinions

The Panic-Proof Portfolio (Stockchase Research) Arch Captal Group Ltd ACGL-Q TOP PICK Dec 21, 2023

Stockchase Research Editor: Michael O'Reilly

This  Bermuda based $29 billion market cap travel focused general liability insurance company is well positioned for the expected 15% increase in global travel that is expected for the next 5-10 years.   It trades at 10x earnings, under 2x book value and supports a 21% ROE.  We like that cash reserves are growing.  We suggest placing a stop-loss at $63, looking to achieve $95 -- upside potential of 29%.  Yield 0% 

(Analysts’ price target is $95.20)
N/A

Stock price when the opinion was issued

insurance
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

You might be interested:

TOP PICK
Strong management.
BUY

Rare to find a financial company that grows 34% over the last 4 quarters and double digits the last 36 months.

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 21/23, Up 12.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ACGL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $63) to $73 at this time.  

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 21/23, Up 23.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ACGL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $73) to $80 at this time.

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 21/23, Up 28.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ACGL has achieved its target at $95.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $80) to $84 at this time.  

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 21/23, Up 34.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ACGL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $84) to $95 at this time.  

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 21/23, Up 49.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ACGL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $95) to $105 at this time.  

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 21/23, Up 41.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ACGL has triggered its stop at $105.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 34%, when combined with our previous guidance.