tag:blogger.com,1999:blog-5389144729834496735.post4659097229350217399..comments2024-03-17T05:15:55.634-04:00Comments on The Brooklyn Investor: CNA: One-of-the-Parts (of Loews)Unknownnoreply@blogger.comBlogger4125tag:blogger.com,1999:blog-5389144729834496735.post-89223777974075893522012-11-06T15:45:16.127-05:002012-11-06T15:45:16.127-05:00Sometimes people post comments, I get the email no...Sometimes people post comments, I get the email notice but it doesn't show up here. I guess it's a blogger bug. <br /><br />Someone asked what's wrong with CNA and why the L folks can't seem to get this one right even though the current CEO might be the one to get it right. <br /><br />Anyway, I too am confused about this one. I guess the answer is that they are trying their best and Tisch is probably is as confused and frustrated as anyone else. Even with CNA being a big part of L for the past few decades, L returns have been pretty good, though. If it wasn't, maybe they would have to take more drastic measures (like sell it), if that's even possible at a reasonable price. <br /><br />I have no real insight into this. We shall have to see what happens. kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-90512746983685397622012-07-09T06:02:18.716-04:002012-07-09T06:02:18.716-04:00Tom Armistead, another blogger, who together with ...Tom Armistead, another blogger, who together with you is among the few financial bloggers I read for original content and insight, had an article about CNA, where he had good arguments that CNA is on a the path to a turnaround thanks to new management. I find his analysis compelling and together with the discount of L makes this one of those rare moments of " Heads, I win; Tails, I don't lose that much".<br />http://seekingalpha.com/article/397251-cna-a-p-c-insurance-turnaround-storybalanshttps://www.blogger.com/profile/13042915863158819442noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-19368276020120853582012-06-14T01:46:13.986-04:002012-06-14T01:46:13.986-04:00Good blog !!
Silly question (probably because of...Good blog !! <br /><br />Silly question (probably because of my mood today morning !! ) : Can you summarise this to a single line ? something like a twitter post ? would it be "lets welcome market volatility " ?? or ??Subuhttps://twitter.com/#!/supiramaNinoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-11961619442359647252012-05-29T21:55:45.465-04:002012-05-29T21:55:45.465-04:00This comment has been removed by a blog administrator.Hunterhttp://www.distressed-debt-investing.comnoreply@blogger.com