ACIC American Coastal Insurance Corporation Loading... : Investor Sentiment and Bull/Bear Views

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21:00
Jan 09
Jonathan Wellum CEO & CIO, RockLinc Investment Partners Wealthion
Insurance holdings are cheap and growing.
They own insurance companies like Trisura, Kinsale and American Coastal because the sector has lagged even as these businesses grow 8-15%, trade not much above book, are profitable, and have conservative investment portfolios.
ACIC
MED
21:00
Jan 06
Jonathan Wellum CEO & CIO, RockLinc Investment Partners Wealthion
Insurance laggards offer profitable value
Wellum likes the insurance sector because many insurers have lagged despite growing earnings 8-15% annually, trading near or not far above book, generating strong profits, and holding conservative investment portfolios. He specifically owns Tura, Kinsale, and American Coastal as value opportunities in specialty and commercial insurance.
ACIC 1ST
HIGH

About ACIC Investor Commentary

Across the available history and selected sources, Buzzberg tracks ACIC (American Coastal Insurance Corporation) across 1 sources: 2 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Jonathan Wellum.