ACGL - just guessing until earnings come out. ACGL just began to deploy their new $1 billion in capital. It will take a quarter or two to have a clue what their bottom line cash flow will be for 2002. Also depends how much they set aside for loss reserves.
Like MAXF, ACGL is a long-term play that should pay off very handsomely. FWIW, ACGL is 10% of my portfolio and MAXF now 9.2%.