Up to a point. QBE is one of the less communicative companies, and I'd like to know what their reinsurance risks are.
I bought in for a while in the middle of the GFC, then sold out at a considerable profit; bought back in just before the Christchurch disaster (typical).
The reason I sold the first time was that they just didn't give enough information to help ordinary shareholders understand how the business was tracking. I thought they might have improved, but they're doing it again.
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