Tag Archives: Industry Multi

Why Genworth Is Poised to Outperform

By Brian Pacampara, The Motley Fool

Filed under:

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, financial services company Genworth Financial has earned a respected four-star ranking.

With that in mind, let’s take a closer look at Genworth and see what CAPS investors are saying about the stock right now.

Genworth facts

Headquarters (founded)

Richmond, Va. (2003)

Market Cap

$4.9 billion

Industry

Multi-line insurance

Trailing-12-Month Revenue

$10.0 billion

Management

CEO Thomas McInerney (since January 2013)
CFO Martin Klein (since May 2011)

Return on Equity (average, past 3 years)

1.9%

Cash / Debt

$5.5 billion / $9.3 billion

Competitors

MetLife
Prudential Financial 

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 91% of the 737 members who have rated Genworth believe the stock will outperform the S&P 500 going forward.

Earlier today, one of those Fools, InveniamViam, tapped Genworth as a particularly attractive bargain opportunity:

As everyone knows, Genworth shares have been heavily punished due to the losses from the [mortgage insurance] business. I would say shareholders are giving the MI division a negative value currently because of prior reserve increases to cover rather enormous losses. When their MI business achieves profitability again (which should be within a few quarters), you will see this stock move very quickly toward book value. … My view is the new leadership will be laser focused on returning the businesses to profitability, and then moving to the next phase of their business transition plan (permanently breaking the MI company apart from the insurance companies). I would look to sell any real shares at around tangible book value, which was just under $24 a share last I looked.

With so much of the financial industry getting bad press these days, it may be a greedy-when-others-are-fearful moment. Not surprisingly, some of Warren Buffett‘s biggest investments are in the space. In the Motley Fool‘s free report, “The Stocks Only the Smartest Investors Are Buying,” you can learn about a small, under-the-radar bank that’s too tiny for Buffett’s billions. Too bad, because it has better operating metrics than his favorites. Just click here to keep reading.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why Genworth Is Poised to Outperform originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995

Source: FULL ARTICLE at DailyFinance

Why HCC Insurance Is Poised to Keep Popping

By Brian Pacampara, The Motley Fool

Filed under:

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, specialty insurance underwriter HCC Insurance Holdings has earned a coveted five-star ranking.

With that in mind, let’s take a closer look at HCC and see what CAPS investors are saying about the stock right now.

HCC facts

Headquarters (founded)

Houston, Texas (1974)

Market Cap

$4.2 billion

Industry

Multi-line insurance

Trailing-12-Month Revenue

$2.5 billion

Management

CEO Christopher Williams (since 2012)
COO William Burke, Jr. (since 2012)

Return on Equity (average, past 3 years)

10.1%

Cash / Debt

$434.4 million / $583.9 million

Dividend Yield

1.6%

Competitors

ACE Limited
Travelers Companies
W.R. Berkley

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 93% of the 197 members who have rated HCC believe the stock will outperform the S&P 500 going forward.

Just yesterday, one of those Fools, rtc76, succinctly summed up the HCC bull case for our community:

In a challenging interest rate environment, underwriting profit is essential. HCC has some of the lowest combined ratios in the insurance biz, and the company philosophy is explicitly focused on book value growth and maintaining underwriting profitability. At $42 it’s underpriced with a margin of safety according to my calculations.

If you want market-thumping returns, you need to put together the best portfolio you can. Of course, despite a strong five-star rating, HCC may not be your top choice.

We’ve found another stock we are incredibly excited about — excited enough to dub it “The Motley Fool’s Top Stock for 2013.” We have compiled a special free report for investors to uncover this stock today. The report is 100% free, but it won’t be here forever, so click here to access it now.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why HCC Insurance Is Poised to Keep Popping originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool owns shares of W.R. Berkley. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Why Hartford Financial Is Poised to Keep Popping

By Brian D. Pacampara, The Motley Fool

Filed under:

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, insurance and financial services specialist Hartford Financial Services Group has earned a respected four-star ranking.

With that in mind, let’s take a closer look at Hartford Financial and see what CAPS investors are saying about the stock right now.

Hartford Financial facts

Headquarters (founded)

Hartford, Conn. (1810)

Market Cap

$11.4 billion

Industry

Multi-line insurance

Trailing-12-Month Revenue

$26.4 billion

Management

Chairman/CEO Liam McGee
CFO Christopher Swift

Trailing-12-Month Return on Equity

3.9%

Cash / Debt

$36.2 billion / $7.3 billion

Dividend Yield

1.5%

Competitors

AIG
Berkshire Hathaway
Liberty Mutual Holding

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 84% of the 800 members who have rated Hartford Financial believe the stock will outperform the S&P 500 going forward.

Just yesterday, one of those Fools, rlbeard6734, succinctly summed up the Hartford Financial bull case for our community:

[O]ne half of BV, low PE, decent dividend, lots of cash on hand, good earnings prospects, working through previous year’s problems well. [N]ot rated highly by analysts yet so upgrades will be coming after this quarter when YOY comparisons will be great. Not often you can buy a company that is at such a low PE for one half of its book value.

If you want market-thumping returns, you need to put together the best portfolio you can. Of course, despite a strong four-star rating, Hartford Financial may not be your top choice.

If that’s the case, we’ve compiled a special free report for investors called “The 3 Dow Stocks Dividend Investors Need,” which uncovers a few other juicy income opportunities. The report is 100% free, but it won’t be around forever, so click here to access it now.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article Why Hartford Financial Is Poised to Keep Popping originally appeared on Fool.com.

Fool contributor Brian Pacampara has no position in any stocks mentioned. The Motley Fool recommends American International Group. The Motley Fool owns shares of American International Group and has the following options: Long Jan 2014 $25 Calls on American International Group. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Why Dominion Is Poised to Outperform

By Brian Pacampara, Pacampara, The Motley Fool

Filed under:

Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, energy giant Dominion Resources has earned a coveted five-star ranking.

With that in mind, let’s take a closer look at Dominion and see what CAPS investors are saying about the stock right now.

Dominion facts

Headquarters (Founded)

Richmond, Va. (1909)

Market Cap

$32.5 billion

Industry

Multi-utilities

Trailing-12-Month Revenue

$13.1 billion

Management

Chairman/CEO Thomas Farrell
CFO Mark McGettrick

Return on Equity (Average, Past 3 Years)

14%

Cash/Debt

$248.0 million / $21.7 billion

Dividend Yield

4%

Competitors

American Electric Power
Duke Energy

Exelon

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 93% of the 657 members who have rated Dominion believe the stock will outperform the S&P 500 going forward.

Earlier today, one of those Fools, TMFmd19, succinctly summed up the Dominion bull case for our community:

When you add it all up, the generation growth, the midstream opportunities and the financial profile it’s easy to see that Dominion has a lot to offer income seeking investors. There’s also more potential upside in the future from Cove Point and even an eventual sale or MLP IPO of some of its midstream assets, especially in the Utica. That’s why I think Dominion just might be the best positioned utility to generate market beating returns over the next few years.

As the nation moves increasingly toward clean energy, Exelon is perfectly positioned to capitalize on having the largest nuclear fleet in North America. Combine this strength with an increased focus on renewable energy, and Exelon’s recent merger with Constellation places Exelon and its clean portfolio on a short list of top utilities. To determine if Exelon is a good long-term fit for your portfolio, you’re invited to check out The Motley Fool’s premium research report on the company. Simply click here now for instant access.

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Source: FULL ARTICLE at DailyFinance