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5i Recent Questions
- Chubb Limited (CB)
- Trisura Group Ltd. (TSU)
- Arch Capital Group Ltd. (ACGL)
- Kinsale Capital Group Inc. (KNSL)
Q: I have owned Chubb for a few years and have done well. Lately the price has been declining. What is the reason for this and is this opportunity to add more to my position.
Q: It is down 16% since I bought it with most of the drop being just lately.
Is there something I am not seeing or hearing in the drop.
Thanks.
Is there something I am not seeing or hearing in the drop.
Thanks.
- Progressive Corporation (The) (PGR)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Intact Financial Corporation (IFC)
- Arch Capital Group Ltd. (ACGL)
Q: In January, you compared FFH to BN/BAM, saying, "If rates fall it may be able to make more deals, AND, its assets owned already may increase in value further." Do you still hold to this glass-half-full outlook, or should we be concerned that the (dominant) insurance side of FFH's business will be penalized for a lowered outlook?
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