Q: Hello gentlemen: I am looking for companies to top up such that their current PE is near or within its last 10 years average. Which of the above is your Most prefer to least. Feel free to add a few more that isn't mentioned above.
Can you name a few US ones , say 4-5 companies. Thank you

Q: I read your recent material on KNSL. I have been an owner for quite sometime and watched it bounce up and down between $420 and $500 in the past year. The reaction to earnings was surprising to me and I intend to add more. Please share your perspective on earnings and what you might expect to happen with the company over the next quarter or two. Is accumulating here sensible and do you still like it? A 12 month price target if not too much to ask would be great as well.

Q: I have owned Chubb for a few years and have done well. Lately the price has been declining. What is the reason for this and is this opportunity to add more to my position.