Chubb Limited

CB-N

NYSE:CB

164.56
0.27 (0.16%)
Chubb Limited, incorporated in Zurich, Switzerland, is the parent company of the Chubb, a global provider of insurance products covering property and casualty, accident and health, reinsurance, and life insurance.
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Analysis and Opinions about CB-N

Signal
Opinion
Expert
BUY
BUY
February 12, 2020

P&C is a great space. KIE is a US insurance ETF and is hitting new highs, consolidating since June. Chubb is strong in P&C. Allstate is also good. He owns both.

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Chubb Limited (CB-N)
February 12, 2020

P&C is a great space. KIE is a US insurance ETF and is hitting new highs, consolidating since June. Chubb is strong in P&C. Allstate is also good. He owns both.

TOP PICK
TOP PICK
February 7, 2020
Earnings were a blow out announced yesterday. Since there were little catastrophes last year, profits boomed. The book value is rising. It's the best insurance company based on combined ratio, how much you're paying in claims versus premiums, which is at 98%. (Analysts’ price target is $165.17)
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Chubb Limited (CB-N)
February 7, 2020
Earnings were a blow out announced yesterday. Since there were little catastrophes last year, profits boomed. The book value is rising. It's the best insurance company based on combined ratio, how much you're paying in claims versus premiums, which is at 98%. (Analysts’ price target is $165.17)
PAST TOP PICK
PAST TOP PICK
October 11, 2019
(A Top Pick Oct 12/18, Up 25%) They've been able to raise prices in the last year. They are a high quality re-insurer. The opioid crisis is the only concern. It's still a buy and he continues to buy it.
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Chubb Limited (CB-N)
October 11, 2019
(A Top Pick Oct 12/18, Up 25%) They've been able to raise prices in the last year. They are a high quality re-insurer. The opioid crisis is the only concern. It's still a buy and he continues to buy it.
PAST TOP PICK
PAST TOP PICK
August 2, 2019
(A Top Pick Oct 12/18, Up 21%) Property casualty. Combined ratio dropped to 89%. Among the best and has a single A credit rating.
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Chubb Limited (CB-N)
August 2, 2019
(A Top Pick Oct 12/18, Up 21%) Property casualty. Combined ratio dropped to 89%. Among the best and has a single A credit rating.
TOP PICK
TOP PICK
August 2, 2019
They only own government bonds in cash in their investment portfolio that will make money if interest rates go down. Ability to grow earnings over the next while. Will benefit from falling interest rates. Yield 1.97%
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Chubb Limited (CB-N)
August 2, 2019
They only own government bonds in cash in their investment portfolio that will make money if interest rates go down. Ability to grow earnings over the next while. Will benefit from falling interest rates. Yield 1.97%
TOP PICK
TOP PICK
June 26, 2019
A specialty insurer. They hold pricing power now and he expects that to continue for a few years. They implented good cost monitoring measures. It trades at 1.3 times book -- quite reasonable. Well managed. Yield 2.00% (Analysts’ price target is $152.44)
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Chubb Limited (CB-N)
June 26, 2019
A specialty insurer. They hold pricing power now and he expects that to continue for a few years. They implented good cost monitoring measures. It trades at 1.3 times book -- quite reasonable. Well managed. Yield 2.00% (Analysts’ price target is $152.44)
COMMENT
COMMENT
May 7, 2019
The impact of global warming Climate change will have an impact (flooding), so property casualty companies can raise rates--they can reprice every year. He likes this sector. Climate change will impact these companies, but not negatively.
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The impact of global warming Climate change will have an impact (flooding), so property casualty companies can raise rates--they can reprice every year. He likes this sector. Climate change will impact these companies, but not negatively.
BUY
BUY
April 22, 2019
A good core holding. Their combined ratio is healthy below 100. Well-managed with pricing power. Not expensive.
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Chubb Limited (CB-N)
April 22, 2019
A good core holding. Their combined ratio is healthy below 100. Well-managed with pricing power. Not expensive.
Gordon Reid

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Price
$138.040
Owned
Unknown
HOLD
HOLD
March 21, 2019
They are AA. The best underwriters in the business. Insurance companies are out of favor in the investment community because of global warming and other catastrophes. They pass off a lot of that risk and exposed only to 5% of the risk they cover. Not exposed to the stock market as they invest exclusively in bonds.
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Chubb Limited (CB-N)
March 21, 2019
They are AA. The best underwriters in the business. Insurance companies are out of favor in the investment community because of global warming and other catastrophes. They pass off a lot of that risk and exposed only to 5% of the risk they cover. Not exposed to the stock market as they invest exclusively in bonds.
HOLD
HOLD
January 17, 2019
Has a AA credit rating, combined ratio is low at 88% (a profit of 12 cents on every dollar of premium coming in) so they have cash to play with. In their investment portfolio, it's been 100% fixed income so rising rates benefit them. Global warming has hurt them. Conservatively run. Dividend and book value rising nicely over time, and they're global.
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Chubb Limited (CB-N)
January 17, 2019
Has a AA credit rating, combined ratio is low at 88% (a profit of 12 cents on every dollar of premium coming in) so they have cash to play with. In their investment portfolio, it's been 100% fixed income so rising rates benefit them. Global warming has hurt them. Conservatively run. Dividend and book value rising nicely over time, and they're global.
TOP PICK
TOP PICK
October 12, 2018

Hurricanes result in claims, and then an increase in premiums. Trading at 1.5x book value, so this is a value pick. Only half a position. Yield is 2.3%. (Analysts’ price target is $156.93)

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Chubb Limited (CB-N)
October 12, 2018

Hurricanes result in claims, and then an increase in premiums. Trading at 1.5x book value, so this is a value pick. Only half a position. Yield is 2.3%. (Analysts’ price target is $156.93)

PAST TOP PICK
PAST TOP PICK
December 28, 2017

(A Top Pick Dec 15/16. Up 13%.) One of the best underwriting firms out there. $4.8 billion of catastrophe losses, but only about 10% will hit their bottom line, because they bought insurance from the reinsurers to offset it. They might get a $400 million hit, but in the insurance business, they like catastrophes, because it gives them the opportunity to raise prices. For every $1 of policy they are writing, they get to keep $0.12.

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Chubb Limited (CB-N)
December 28, 2017

(A Top Pick Dec 15/16. Up 13%.) One of the best underwriting firms out there. $4.8 billion of catastrophe losses, but only about 10% will hit their bottom line, because they bought insurance from the reinsurers to offset it. They might get a $400 million hit, but in the insurance business, they like catastrophes, because it gives them the opportunity to raise prices. For every $1 of policy they are writing, they get to keep $0.12.

PAST TOP PICK
PAST TOP PICK
October 4, 2017

(A Top Pick Dec 15/16. Up 11.58%.) One of the better property/casualty insurers globally. Their combined ratio is at 80%, which is second to none. BV grows at 10% a year. They are about to take a $1.8 billion write down because of the hurricanes and earthquakes, but it is nothing to them.

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Chubb Limited (CB-N)
October 4, 2017

(A Top Pick Dec 15/16. Up 11.58%.) One of the better property/casualty insurers globally. Their combined ratio is at 80%, which is second to none. BV grows at 10% a year. They are about to take a $1.8 billion write down because of the hurricanes and earthquakes, but it is nothing to them.

TOP PICK
TOP PICK
December 15, 2016

One of the larger property and casualty insurers. It has the lowest combined ratios, and make $0.12 on every $1 premium written, which goes right into their investment portfolio. With BV growth of roughly 10% a year, you are getting a 10% dividend in growth rate over time. Safe and stable. Dividend yield of 2.09%. (Analysts’ price target is $139.)

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Chubb Limited (CB-N)
December 15, 2016

One of the larger property and casualty insurers. It has the lowest combined ratios, and make $0.12 on every $1 premium written, which goes right into their investment portfolio. With BV growth of roughly 10% a year, you are getting a 10% dividend in growth rate over time. Safe and stable. Dividend yield of 2.09%. (Analysts’ price target is $139.)

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