Regarding ACAS one item that compels is their mgmt of AGNC which has been steady with the %20 divi. A quality asset that does not appear reflected in share price.
Agree that price action generally follows the other financials but in a much narrower band. But as other financials have seen a run up their multiples, I think laggards like ACAS may be pushed up in hopeful speculation. I what holds it back is not survival but potential share dilution needed to survive