Q: What is your opinion on Arch Capital and their future prospects. Thanks for you advice.
Q: Any comments in general on RLI Corp (insurance) ?
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Aon plc Class A (Ireland) (AON)
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Trisura Group Ltd. (TSU)
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Arthur J. Gallagher & Co. (AJG)
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Kinsale Capital Group Inc. (KNSL)
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RLI Corp. (DE) (RLI)
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Brown & Brown Inc. (BRO)
Q: I read from another source that KNSL and RLI are peers to TSU. You stated an evaluation comparison with AON, AJG and BRO in your previous report (jan22). Finviz classified the first group in ‘’Property & Casualty’’ and the second, more as ‘’Insurance Brokers’’. Could you please clarify which group should be used to compare. The second group did well since mid-march but the first one did so-so. The idea is if Trisura belongs more to the second group, it could represent a good entry point since they are still in the penalty box. Your thoughts are appreciated.
Tks
Tks