18 ordspråk av Paul Newsome

Paul Newsome

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 Comments about pricing on conference calls will be very important for the insurance stocks.

 I think you have to question the consistency of these one-time items.

 I'm surprised at the speed with which the market has gone up. It's premature and my guess is that rates aren't going to go higher.

 If the rating agencies downgrade this across the board ... that could have an impact on the earnings,

 It does look like it's a pretty orderly transition. I don't expect there to be too many changes. Given that the company has done quite well of late, the best hope is that the good news continues.

 It's a rather bold move. It's an enormous acquisition and it's coming very quickly after a very complicated merger with St. Paul-Travelers. It's not terribly likely because they'll have trouble getting their investor base in line.

 It's been a long time since they've had a year without something exceptional.

 People are selling on the good news of the 10-K coming out,

 People are selling on the good news of the 10-K coming out.

 Premium revenues were up a lot in the quarter, so that would suggest that they're lowering prices to gain more customers. But medical cost inflation could have accelerated too -- it's not clear which one it is, but both issues would affect the entire industry.

 Rate increases is one of a number of questions that personal lines companies, like Allstate, will face.

 The third quarter is clearly an anomaly, ... I think to a certain extent Allstate will get a pass this time because everyone is expecting a huge loss.

 The third quarter is clearly an anomaly. I think to a certain extent Allstate will get a pass this time because everyone is expecting a huge loss.

 The turnaround looks like it's kind of going, but going slowly. It's not a complete, across-the-board turnaround at this point yet. But they made progress in the fourth quarter and the results showed it.

 The worst of what Cigna went through is clearly over.


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