QBE 1.03% $16.37 qbe insurance group limited

The US business is now right-sized and it has been a benign CAT...

  1. RoE
    723 Posts.
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    The US business is now right-sized and it has been a benign CAT season, so it should really start punching this half. They are still very short duration in fixed income so higher rates mean better investment yields and a lower PV of liabilities, slightly offset by lower equity markets (if that is what happens- there is quite a bit baked in already).

    All us fan-boys agree that 2016 is QBE's year and its $20 soon !

    (I am still a bit jacked off with Frank who was paid serious cash, got Deified, and then left a pile of steaming underperforming acquisitions to be cleaned up)
 
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