Chubb Limited (CB-N)

Based in US, but being a more international P&C insurer gives it lots of opportunities for growth. Excellent combined ratio. 

Clear channel of higher highs and higher lows from mid-2022. Upward trend in the 200-day MA is starting to accelerate. Sees 7-8% earnings growth. Not as exciting as NVDA, but a good financial name  to own. IFC is the comparable in Canada.

Likes this segment in P&C. Represents value. Will do well in falling interest rate environment, though some interest rate yields moving higher, which has affected this type of name. 

A number of P&C insurers in the US pulled back post-hurricane. Great run over last 18 months. Technically, not broken. Sector probably does pretty well going forward. Cream of the crop in the sector.

It is trending the right way and has moved hard on the upside. He doesn't know the momentum indicators but it is off the trend line and then may pull back to the trend line for a buy so wait.

Trades at 14x PE. Is the biggest P&C insurer in the world and 4th insurer overall. Their combined ratio is around 80, so they have a high margin in their underwriting business. Investments are excellent, with 80% in  bonds enjoying strong returns. A predictable, safe business. They have pricing power. Catastrophes like hurricanes in the long run give insurers a chance to enhance revenues.

A good insurer that will benefit from them raising premiums.

It is a global company and Berkshire took a position in it a few months ago. Fixed income at lower rates are rolling into fixed income at higher rates.

Still likes it. Leader. Excellent track record, led by really good management. Rising interest rates have been really good for their reinvestment rates. Popped in May, when BRK revealed its position. Will continue to do well long term.

Insurers have pricing power, good point in the cycle. Fabulous reputation by paying legit claims quickly. Combined ratio in mid-80s, so a high margin of profitability. Doing well on underwriting and investments in bonds.

Very global, 40% of revenues outside NA. Very well run, very strong management. Good track record of pricing risk well, not paying more in claims than what's coming in the door in premiums. Investment income's gone up via 87% allocation to bonds.

Strong momentum and fundamentals while insurance premiums keep moving higher.

Still likes it, because their investment portfolio rose with higher interest rates. They have the best combined ratio at 88%. Have a AA credit rating.

World's largest property & casualty insurance business. Very profitable business model. Premium income very attractive. Strong management team with excellent track record. 

The largest P&C insurer in the world with a great combined ratio. They invest their money well, including $117 billion in bonds with a 5-year average term.

It is the largest property and casualty insurance provider in the world and has a very good management team. It pays out less than 90% in claims and expenses. Trades at 10X earnings and 1 1/2 P/B with a yield of 3 1/2%.  It has U.S. and international exposure and has the money to invest in new fixed income and other products.    Buy 16  Hold 7  Sell 1