Hey reinsurance guy!
Not quite ready to step back into reinsurers quite yet, but I'm sniffing around. Not sure which one is cream of crop, especially considering recent disasters. I know that disasters today lead to higher premiums tomorrow.
BTW, also starting to cash out of KONA. 80% in one year is good enough for me, with signs of the economy perhaps peaking out. They're still a good little chain, but are hunkered down now. Future upside from here doesn't seem worth it, you should look at it if they are able to build up cash.