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  • S&P 500: 1,070.52
  • Change: 1.30%
$324.10 6.90 (2.18%)
2/9/2010 4:01 PM

White Mountains Insurance Group, Ltd. (WTM)

CAPS Rating:
****

An exempted Bermuda limited liability company whose principal businesses are conducted through its property and casualty insurance and reinsurance subsidiaries and affiliates.

Rating a stock in CAPS consists of three components:

Your call - Will this stock outperform or underperform the S&P 500? Successful picks are measured in terms of whether or not you were correct and by how many percentage points.

Your time frame - A guideline for other members to see whether your thinking is short or long-term. Time frame is also used to calculate the stock rating, but is not used in the scoring of your pick.

Your pitch - Here's your chance to offer more detailed thoughts, analysis, concerns, or the rationale behind your call. The pitch is optional and may be added later.

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What the Community Thinks

Total Members

308 Outperforms
17 Underperforms
 

All-Stars

100 Outperforms
2 Underperforms
 

Wall Street

4 Outperforms
0 Underperforms
 

Members bullish on WTM are also bullish on:

Members bearish on WTM are also bearish on:

Ticker Tags

Financials (1255), Insurance (166), Small Cap (1645), Buffett Stock (45), Property & Casualty Insurance (9), Casualty Insurance (73), Cyclical (3415), Value (1901)
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White Mountains Insurance Group, Ltd. At A Glance

Current Price: $324.10
Last Trade Time: 2/9/2010 4:01 PM
Open: $318.91
Previous Close: $317.20
Daily Range: $318.91 - $326.85
52-Week Range: $146.10 - $340.00
Volume: 19,200
Market Cap: $2.87B
P/E Ratio: 5.97
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Stock Trends

WTM VS S&P 500 (SPY)

News & Discussion Boards

Top Bull Pitch

Recs

1

White Mountains Insurance Group, Ltd. (WTM)

Avatar sosodei (93.78) Submitted: 6/03/08 9:50 AM

P/BV historically low. Good conservative management

Replies: 0 | Reply | Permalink

Top Bear Pitch

Recs

1

White Mountains Insurance Group, Ltd. (WTM)

Avatar inceinc (< 20) Submitted: 10/07/08 12:39 AM

High P/E ratio, weak earnings growth, Buffet selling...thats enough right there.

Replies: 0 | Reply | Permalink

CAPS Members

picks per page. CHANGE

Results 1 - 5 of 53 :   1 2 3 4 5 Next » Jump to page:

Recs

0

 (WTM)

Avatar pointcedar (< 20) Submitted: 11/09/09 2:07 PM : Outperform Start Price: $319.00 WTM Score: 3.32

This stock should have bottomed out. No way to go but up

Report this Post Replies: 0 | Reply | Permalink

Recs

0

 (WTM)

Avatar mm20001 (99.77) Submitted: 9/01/09 9:53 PM : Outperform Start Price: $308.74 WTM Score: -2.99

Currently at $310 vs. adjusted book value of $378 for a .82 ratio (see http://www.whitemountains.com/).

mungofitch 8/11/09: "They usually trade 1-1.9 times book depending on the insurance cycle, and book usually rises a jagged 9-11%/year [...]. I plan to sell the next time they are tradnig at 1.6x adjusted book [...]. Even if it takes 7 years and they increase book at 'only' 8%/year, that's 19%/year compounded."

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Recs

0

 (WTM)

Avatar eagles22 (93.20) Submitted: 8/24/09 12:59 PM : Outperform Start Price: $316.12 WTM Score: -1.75

I like the low book value. Of course, the thumbs up from Buffet doesn't hurt either.

Report this Post Replies: 0 | Reply | Permalink

Recs

0

 (WTM)

Avatar countrybuffett (94.88) Submitted: 6/04/09 12:02 PM : Outperform Start Price: $211.31 WTM Score: 37.96

I don't really have any new tricks. Insurance companies make money on investing the float that they get from premiums. Stocks are cheap now so the value of the whole insurance firm goes up when the market rebounds.

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Recs

0

 (WTM)

Avatar khiladi042 (45.55) Submitted: 3/05/09 4:30 PM : Outperform Start Price: $154.98 WTM Score: 51.89

Low price to book value.

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Results 1 - 5 of 53 :   1 2 3 4 5 Next » Jump to page:

Wall Street

Results 1 - 4 of 4  

picks per page. CHANGE Expand All Pitches

Top
Pick
Member NameMember RatingStart
Date
CallTime FrameStart
Price
Stock
Gain
S&P
Gain
ScorePitch
TrackDodgeCox 90.73 03/31/08 Outperform NS $474.73-31.73%-15.75%-15.98 Toggle the visibility of 60-Second Pitch and replies
TrackBerkowitz 83.78 09/30/07 Outperform NS $509.84-36.43%-26.38%-10.06 Toggle the visibility of 60-Second Pitch and replies
TrackChrisDavis < 20 09/30/07 Outperform NS $509.84-36.43%-26.38%-10.06 Toggle the visibility of 60-Second Pitch and replies
TrackJHoenig 92.48 10/28/06 Outperform 3W $555.64-41.67%-17.50%-24.17

Results 1 - 4 of 4  

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