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$25.90 0.31 (1.21%)
2/9/2010 4:00 PM

Argo Group International Holdings, Ltd. (AGII)

CAPS Rating:
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What the Community Thinks

Total Members

43 Outperforms
8 Underperforms
 

All-Stars

15 Outperforms
2 Underperforms
 

Wall Street

5 Outperforms
0 Underperforms
 

Members bullish on AGII are also bullish on:

Members bearish on AGII are also bearish on:

Ticker Tags

Bermuda (9), Insurance (166), Value (1901), Cyclical (3415), Small Cap (1645), Insurance and Reinsurance (15), Financials (1255), International Stock (684)
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Argo Group International Holdings, Ltd. At A Glance

Current Price: $25.90
Last Trade Time: 2/9/2010 4:00 PM
Open: $25.95
Previous Close: $25.59
Daily Range: $25.61 - $26.49
52-Week Range: $25.33 - $36.66
Volume: 93,199
Market Cap: $802.35M
P/E Ratio: 8.92
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Stock Trends

AGII VS S&P 500 (SPY)

News & Discussion Boards

Top Bull Pitch

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Top Bear Pitch

Recs

1

Argo Group International Holdings, Ltd. (AGII)

Avatar tonyhamm02 (26.46) Submitted: 8/28/07 5:45 PM

Overpaid for PYRE at $5.17. PYRE fell from $25 because of its flawed risk models and its very high risk re-insurance contracts. It was an accident waiting to happen well before Katrina.
Anytime they got wiped out, seemlying recapitalised by shareholders. A lot of dodgy accounting - debts treat...More

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Recs

0

 (AGII)

Avatar UltraContrarian (99.82) Submitted: 1/25/10 12:59 AM : Outperform Start Price: $29.00 AGII Score: -6.53

I am long several insurance companies in real life with shares and call options in ENH, AHL, AGII, FSR, etc. AGII is one of the cheapest on a P/E and P/B basis. It is not clear why they are being punished so much right now - I don't really see their forward earnings potential declining. Insurance in general is out of favor despite a seemingly healthy future, and I think investors who are patient enough will be rewarded.

This is about the 7th time they have hit the $26 since 2005 - and not once have they dipped significantly below the current price. So if you like TA, that is a reason for this falling knife to hit the floor sometime soon.

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Recs

0

 (AGII)

Avatar Robert8147 (< 20) Submitted: 8/31/09 12:38 PM : Outperform Start Price: $35.43 AGII Score: -32.51

focus on ROE in insurance operation and capping losses wiht re-insurance stands to minimize cat losses.

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Recs

0

 (AGII)

Avatar rorshey (97.55) Submitted: 2/21/08 12:44 PM : Outperform Start Price: $37.69 AGII Score: -13.79

PROS:





.89 Capacity Ratio.





1.3B surplus for Internation/Specialty (Re)





Trades less than BV.





High growth prospects.





Merger creates synergy and Peleus adds high growth aspect to stable portion of business.





CONS:





Systematic Risk - mainly subprime issues. Can also be unsystematic, depending on Argo's exposure to subprime market in their investment portfolio.





Weak Re and Insurance pricing. High competition and uncertainty of catastrophic weather events and global warming (how real is it?).





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Recs

1

 (AGII)

Avatar tonyhamm02 (26.46) Submitted: 8/28/07 5:45 PM : Underperform Start Price: $40.90 AGII Score: 14.85

Overpaid for PYRE at $5.17. PYRE fell from $25 because of its flawed risk models and its very high risk re-insurance contracts. It was an accident waiting to happen well before Katrina.
Anytime they got wiped out, seemlying recapitalised by shareholders. A lot of dodgy accounting - debts treated as assets on balance sheet due to accouting laxity in bermuda.

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Wall Street

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Pick
Member NameMember RatingStart
Date
CallTime FrameStart
Price
Stock
Gain
S&P
Gain
ScorePitch
TrackRaymondJame 76.24 07/22/09 Outperform NS $29.01-10.72%+13.43%-24.15
TrackRBCCapMkts 86.33 07/11/08 Outperform NS $33.76-23.28%-10.43%-12.86
TrackRichPzena 38.72 06/17/08 Outperform 1Y $37.96-31.77%-18.79%-12.98 Toggle the visibility of 60-Second Pitch and replies
TrackFBRCapitalM 79.87 05/07/08 Outperform NS $38.20-32.20%-21.68%-10.52
TrackDreman 93.64 09/30/07 Outperform NS $41.23-37.18%-26.38%-10.81 Toggle the visibility of 60-Second Pitch and replies

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