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Old Republic International Corporation Message Board

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  • quantuon quantuon Aug 8, 2012 8:46 AM Flag

    Risks/rewards

    Can't say I share your optimism, especially with regard to CCI.....

    I take it you saw that the Kahn's sold out of almost all their ORI position (which they've had for quite some time) last quarter. They are long-term value investors who I guess see the risks. Or maybe they are just heartless shorts trying to talk down the stock with their sales...maybe Kaiserjohn (aka minute1trader) would like to comment....my guess is kaiser is the one that got hit with the sale and he's trying to claw his way out - check out his posting history.....

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    • CCI probably the biggest economic risk at this point. But the risk in force has been coming down pretty quickly - will be interesting to see what the 3Q number looks like.

      I cont. to think name is good value for dividend alone.

      Regarding a one time dividend, not going to happen - - they have to guard against possibility of debt acceleration, and there isn't really that much cash at holdco.

 
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