Topic Archives: Insurance

The latest teaser for Divide.com’s Premium service ($149/yr) had a headline that caught my eye: “Discover How Our Latest Best Dividend Pick in Insurance Space Is Thriving in the Pandemic” Who wouldn’t be interested in that, right? The insurance business is under scrutiny and pressure to some degree because of coverage (or lack thereof) for […]

I thought this was going to be another pitch for what’s lately been teased very aggressively as invisible “770 Account” participating whole life insurance by the Palm Beach Folks… so I almost tossed the email (there are only so many times you can run through that story). But this is a little bit different — […]

Jeff Ubben’s ValueAct is an activist investment group, they try to get access to companies, develop relationships with them, serve on boards, and create value. They don’t hedge or short or use leverage and he keeps his own money in the fund, so he is very, very careful. And he defines value, which most people […]

Comments

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    I would suggest not. Here’s my thinking: In the last six months or so we saw the tech approved for use and insuranc...

  • Michael Jorrin, "Doc Gumshoe"

    If you're talking about Goosehead Insurance, that's outside my range....

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    Would like to see comments on profit wire disaster insurance please...

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    Canadians have a peculiar investment vehicle called split shares. Essentially the sponsor buys a $25 worth of high-qual...

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    MILE Metromile quotes a monthly base rate (depending on coverage you want) + a per mile rate (which can differ by vehicl...

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    Does Voyager or Coinbase - or any crypto brokerage for that matter - offer any protection from hackers for your holding...

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    Thanks for the great post. Reg $MILE I am not sure I understand their MOAT. Pay per mile seems like one feature that can...

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    Alex, I am mosst grateful for you and the Oxford Club. I have had to deal with non payment by an insurance provider, r...

  • Travis Johnson, Stock Gumshoe

    Yes, that’s some kind of indexed or variable annuity — looked at it last year at one point, and the teased ideas he ...

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    Most likely it's a form of an annuity issued by insurance companies. It's capped as to how much it can go up in a year....

  • Travis Johnson, Stock Gumshoe

    My thoughts and the progress of the company haven’t changed. insurance pricing in general and interest rates might ma...

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    @Travis Johnson Travis, If you can fit it into your time table, can you briefly give your thoughts on Metromile (MILE),...

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    Thanks again for the Friday File Travis! An enjoyable read as always. I have kind of a general question as a new (less t...

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    DAP, Just on your concern about cost as it applies to insurance and not investing in this tech for people, I work in...

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    ReWalk Robotics (NASDAQ:RWLK) is a 100X recommendation. It is probably a good play based only on the medical aspects of...

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    Some of the SPAC mergers (reverse mergers might be more correct) seem to act like an IPO. The price if its popular s...

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    PM would say, “have strong hands.” With these micro-caps you should expect a lot of volatility. I’m hanging in the...

  • Travis Johnson, Stock Gumshoe

    I haven't compared the two recently, but there's both a lot of room for disruption and a huge barrier to entry given the...

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    Travis I have a small position in LNMD and was looking to add to it. A friend suggested I look at ROOT instead. LMND t...

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    We are just starting the alt-coin season. And most are likely to go up. Polkadot will likely continue to go up, along ...

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    Thank you, Travis for your insight! As a new investor that is still learning the ropes of the market, what price do you ...

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    I absolutely love Polkadot(DOT) it is a entire ecosystem. Kusama(KSM) is the other chain nearly identical to Polkadot ...

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    Congratulations! I’m new to investing. I have made good money thru out my life and invested some of it in real state....

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    Wow, no one is up to debating Lemonade? Classic pick that sounds sexy and could be the Future of Insurance? The same ...

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    Travis = I found this post while researching an AI tease from Louie Navellier. ( coincidentally Louie is teasing his Adv...

  • Travis Johnson, Stock Gumshoe

    Only briefly, a good company to use in comparison. They raised a lot of Money on that IPO and the offering is at least ...

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    have you looked at ROOT? It is another auto insurance disruptor. Recent IPO....

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    I can sure see what you mean about Lemonade and Metromile. It must be a age thing. I'm over 50 and I hate doing things o...

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    I like the idea of Goosehead and feel like I do need to diversify my portfolio a bit from its tech heavy current state....

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    Home testing is not needed. Testing is everywhere. For some covered by insurance and for others , likely similar pricing...

  • Travis Johnson, Stock Gumshoe

    A lot of it is not yet known... Teladoc provides software for hospital-branded services, provides an actual network of d...

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    I was intrigued by your Goosehead write up about a month ago. I bought some stock which after today’s increase is up ...

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    RWLK -- folks, I mentioned this previously that RWLK would be getting its exoskeleton approved for use by Medicaid recip...

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    Hey Travis, your write up is one of the things I look forward to the most each friday, I like to sit with a warm cup of ...

  • drbonz

    Since using AC5 for say, bleeding from shaving that doesn’t stop due to your blood thinners isn’t yet an FDA approv...

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    Just to update he came out with this pitch again Sept 12, 2020 - just after last weeks sell off. It caught my eye becau...

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    A problem that you did not mention (although I might have missed it in your discussion) is that insurance companies do n...

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    If a stansbury alliance member thinks that once he pays his many thousands of dollars "one time" fee that he will neve...

  • Travis Johnson, Stock Gumshoe

    Have never looked at that one, though life insurance is a whole ‘nother ballgame — all about interest rates....

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    Hi Travis, I’m curious what your thoughts are on Manulife Financial Corporation (MFC) as another boring insurance co...

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    LMND - a recent IPO that is a technology driven disruptor in the insurance industry. Am waiting for the quarterly repor...

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    Just one of the many ways that "health" insurance companies have WAY too much power....

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    Honestly, I think this will take a very very very long time to gain traction once approved. No doubt this will be a high...

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    Travis. Cathy Wood says Lemonade could disrupt insurance. Any thoughts on lemonade?...

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    Goosehead Insurance Inc (GSHD) President and COO Michael C. Colby Sold $1.9 million of Shares. Also, some other Director...

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    Travis: I appreciate the investment analysis of the local insurance agency/brokerage business and the description of ...

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    Great report Travis. I thoroughly enjoyed, end to end. Welcome on board the wagon of GSHD Insurance, the wagon yo...

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    Stop the madness! I am a 57-year-old man. I take no medications whatsoever and recently had a life insurance exam and wa...

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    Bob, Medicare and the Insurance companies won't cover the cost because it is still a controlled schedule 1 drug under Fe...

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    Hi Travis as another one of the (should be) boring stocks whats your latest thoughts on fairfax india? I know the banga...

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    As a retired person, I found Motley put a lot of money into more speculative less known dividend stocks. I was lookin...

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    Good analysis Travis. I agree that the current valuations for these three are too high. But I would certainly nibble on ...

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    Five years is sure nonsense. Wait until the lawsuits are cleared like others suggest. Wait until the protesters are clea...

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    You are naive, my friend. Publicly traded companies’ first loyalty is to make money for their shareholders and they m...

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    The reason I was inquiring about the cost is I've been living in China for 15 years, am 69 yr old, and have never enroll...

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    I would love to see a healthcare system that was paid for in part by the expensive habits we all engage in at one time o...

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    Another good Doc Gumshoe article. The whys and issues of drug costs and some good ideas on cost managed treatments to a...

  • Michael Jorrin, "Doc Gumshoe"

    I had both knees replaced - one in 2015 and the second in 2017. You might check the Doc Gumshoe piece describing the w...

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    Re 'wildly unethical': That's my thought on Health "Insurance" companies, too. Really, they're a financial middle-man, f...

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    I've been a Stansbury subscriber for about 8 years and thoroughly enjoy his writing. He often will give you a long less...

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    Maybe sue half the bad drivers that bash into you or someone else everytime.... more drivers kill others than driverless...

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    My belief is that any success in a new medication or therapy depends upon insurance companies accepting it a novel treat...

  • Travis Johnson, Stock Gumshoe

    Yes, that would lead to massive losses for all P&C insurers, and would presumably make it to the Supreme Court pretty qu...

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    I read an article this morning that 7 states(so far) are introducing bills to force commercial property insurance compan...

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    In your evaluation of robotics you should differentiate between industrial robots and robotic devices for consumers. Wi...

  • Travis Johnson, Stock Gumshoe

    Haven’t looked at them, but life insurance is a really, Really rough business with rates approaching zero....

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    Travis---what do you think about PRU as an insurance holding---beaten down like the rest of them, but with a nice yield....

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    I can think of a few obstacles off the cuff, such as the difference in tax rates (corporate vs residential. Can't speak ...

  • Travis Johnson, Stock Gumshoe

    I don’t think it’s very likely that insurance will have a catastrophic outcome like that, which is why I’m willing...

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    Dear Travis, Thanks for the article. I have two questions. First, how likely (if possible to see in your crystal ball)...

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    Regarding Travis' statement above, "I don’t think Berkshire will beat the S&P 500 dramatically in a bull market, ...

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    My companion recently got a notice from CA State Controller saying she had a refund coming from Blue Shield for unused ...

  • Travis Johnson, Stock Gumshoe

    Nothing is free. If you're selling options, you're essentially selling insurance and taking on risk from someone else. ...

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    Re real estate: Don’t kid yourself, property taxes, insurance, depreciation, condemnation, maintenance and upkeep, no...

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    Enjoying my second year as a paying member with you. For most of my life, I funded my 401k to the max + and left th...

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    IMHO the only way to invest in an Insurance Company is with life insurance. Starting with basic whole life and term ...

  • Travis Johnson, Stock Gumshoe

    Those get into the life insurance and other insurance sectors, too, I prefer KBWP for the cleaner focus on property & ca...

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    Any comments on Insurance company ETFs (IAK, KIE)? At least you spread your risk with these....

  • Travis Johnson, Stock Gumshoe

    Self-insuring is indeed a nice way to live if you can get there! I am no expert on the appeal of different insurance c...

  • Travis Johnson, Stock Gumshoe

    Thanks eyedoc, interesting perspective on that one -- it's hard to know at the time which annoying and seemingly unsusta...

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    Travis, I have to say Travelers caught my eye; can't tell you how much I appreciate todays dive into something we all ha...

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    As an optometrist in the 1980's, RLI contact lens "insurance " was a rip off, requiring the doctor to sell the insurance...

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    Thanks, Travis. For those that want to diversify or balance a portfolio a little better, I thought it might pay to serio...

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    I read the Stansberry article and Googled insurance stocks. Among the articles, I found Kinsale Capital (KNSL) rated A+...

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    Travis, thanks for all your efforts, knowledge, wisdom and most importantly ethics. You are spot on with this call. I ow...

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    What is the $4.00 per share Insurance company that Warren Buffet just recently purchased?...

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    I have read some where that none of the major insurance companies will cover the 5g technology itself can anyone co...

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    Dear Travis, I am an Irregular, and comment even more irregularly. Thanks for your analysis, especially on the insurance...

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    I really like spoxf, they have over 200,000 global clients and they manage billions, I like the fact that they hold bull...

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    "Race, insurance coverage, and geographic location all have major effects on a person’s likelihood of receiving approp...

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    Well. Once we wake up to the STRESS of chasing high priced invented disease intervention drugs for fragile populations! ...

  • JohnM

    Antares' technology can push a viscous drug like Makena through a fine 27-gauge needle in 15 seconds for a painless auto...

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    Your response reminded me of a very active discussion on Kraneshares and MSCI's inclusion of China A shares on this sit...

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    My insurance agent joined this club and encouraged be to join. He's 72 and I just turned 76. Never into joining this typ...

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    It' is right up there with Liberty Checks, Patriot Checks, Insurance Refund Checks and Oil Pension Checks. The newest fl...

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    Exercise. Exercise long and hard and often. If you do this it will add more years to your life than it uses. If your...

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    Boy oh boy oh boy! Do not get stuck on the credibility attributed with the nickname “Mini-Berkshire...” just as Warr...

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    The key with these Berkeshire is the underwriting capacity; write insurances policies that are never used. You can inves...

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    Once upon a time I sold insurance. I was recruited by the man who became my supervisor. He saw me on the job at the piz...

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