Stockchase Opinions

John RogersSt. Paul Travelers Companies Inc.TRVTOP PICKMay 28, 2004

A high quality company that is cheap. Insurance stocks have become incredibly compressed because of the fear of higher interest rates and it has been overdone.
$39.68

Stock price when the opinion was issued

$289.95

As of Jun 03, 2026. Market Open.

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

You might be interested:

BUY

Property and casualty insurance is bumping up against much better comps.

BUY

Trades at 11x earning at 10% premium growth. They've raised the dividend 20 straight years.

TOP PICK
2.5% dividend. Financials in general seem to be mispriced.
TOP PICK
Feels it's mispriced. Will probably hold for a couple of months until the mispricing corrects itself.
DON'T BUY
Property/casualty group looks OK but this company is underperforming the sector. Look for strength, not weakness.
TOP PICK
Will far outpace the average market in its earnings are the cyclicals that are exposed to the economy.