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Old Republic International Corporation Message Board

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  • kevinf1_99 kevinf1_99 Jul 30, 2012 12:11 PM Flag

    Reason to buy

    agree - I assume it is BOA. I will say, from a BV standpoint, I believe it is still a somewhat compelling value even if you chop off an extra $400M for CCI exposure and of course assuming MI only goes to zero. Of course, writing off the intercompany exposure though (200M).

    I do wonder why they havent reserved the intercompany exposure? Seems even if run-off could be positive, it doesnt mean loans would be paid back.

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