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National Western Life Insurance Company Message Board

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  • bbarberayr bbarberayr Apr 12, 2012 9:05 AM Flag

    The Value Guys on ANAT

    Haven't looked recently, but had a fairly large pension funding deficit a few years ago, whereas NWLI does not.

    The P&C companies have mostly already had a good move - I would look at Loews (L) now for P&C exposure. They do have multiple pieces, but the 2 big ones are CNA Insurance (CNA) and Diamond Offshore (DO), both are cheap and you get a double discount as L is at 80% of book and CNA is at 65% of book.

    L is conservatively managed, value oriented and (unlike NWLI) care about their stock price and do things to optimize value for shareholders.

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