Here are three stocks with buy rank and strong value characteristics for investors to consider today, August 19th:  Axis Capital Holdings (AXS) : This company which provides a broad range of specialty insurance and reinsurance solutions to its clients on a worldwide basis, carries a Zacks Rank #1(Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.5% over the last 60 days.Axis Capital Holdings' has a price-to-earnings ratio (P/E) of 7.03 compared with 15.20 ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Seagate Technology (STX) : This company which is leading provider of data storage technology and infrastructure solutions, has seen the Zacks Consensus Estimate for its current year earnings increasing 30.2% over the last 60 day.Sterling Infrastructure, Inc. (STRL) : This company which operates through subsidiaries within segments specializing in E-Infrastructure, Building and Transportation Solutions principally in the United States, h ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Investors with an interest in Insurance - Property and Casualty stocks have likely encountered both Axis Capital (AXS) and Selective Insurance (SIGI) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Styl ...

PM Images We rated AXIS Capital Holdings Limited (NYSE:AXS) a buyback in May 2023. It has not only kept up with, but also slightly outperformed the broader market since then. Seeking Alpha Back in May 2023, it lagged the broader reinsurance sector. That played a part in our persisting with a buy rating for this company (we also had this as a buyback in July 2022). Our confidence in this reinsurance business was justified and this time around AXS leads the pack, with the majority of the outperformance versus ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, August 15th:Latham Group, Inc. (SWIM) : This maker of residential swimming pools has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 150% over the last 60 days.Latham’s shares gained 44.1% over the last three months compared with the S&P 500’s advance of 2.9%. The company possesses a Momentum Score  of B.Nomura Research Institute, Ltd. (NRILY) : This co ...

For those looking to find strong Finance stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Axis Capital (AXS) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Axis Capital is a member of our Finance group, which includes 860 different companies and currently sits at #1 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual st ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:NexPoint Real Estate Finance, Inc. (NREF) : This real estate finance company has seen the Zacks Consensus Estimate for its current year earnings increasing 7.8% over the last 60 days.Latham Group, Inc. (SWIM) : This maker of residential swimming pools has seen the Zacks Consensus Estimate for its current year earnings increasing 150% over the last 60 days.Nomura Research Institute, Ltd. (NRILY) : This company that provides IT solutions ...

Here are three stocks with buy rank and strong income characteristics for investors to consider today, August 15th:NexPoint Real Estate Finance, Inc. (NREF) : This real estate finance company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.8% over the last 60 days.This Zacks Rank #1 company has a dividend yield of 13.9%, compared with the industry average of 12%.Monarch Casino & Resort, Inc. (MCRI) : This casino operator has a Zacks Rank #1 and witnessed the Zacks Conse ...

财务数据和关键指标变化 - 公司第二季度营业收入为24亿美元,同比增长6.8% [35] - 公司综合成本率为90.4%,创下公司历史最佳水平,产生1.61亿美元的承保利润 [36] - 公司当期事故年度损失率(不含灾害和天气因素)为55.1%,保持良好水平 [37] - 公司第二季度每股经营收益为2.93美元,创历史新高 [10] - 公司第二季度净资产收益率达到20% [10] - 公司第二季度每股账面价值为59.29美元,较年初增长近10% [33] 各条业务线数据和关键指标变化 保险业务 - 保险业务毛保费收入为18亿美元,同比增长7.7%,创历史新高 [44] - 保险业务综合成本率为87.9%,承保利润为1.16亿美元 [49] - 保险业务当期事故年度损失率(不含灾害和天气因素)为51.8% [50] - 保险业务获得强劲的新业务增长,其中财产险业务增长尤为突出 [12][13][14] - 公司正在调整其责任险业务组合,主要体现在收缩美国原保险责任险业务 [15][25][46] 再保险业务 - 再保险业务毛保费收入为6.6亿美元,同比增长4.3% [51][52] - 再保险业务综合成本率为89.3%,承保利润为4600万美元 [18][36] - 再保险业务当期事故年度损失率(不含灾害和天气因素)为64.2% [54] - 再保险业务专业线(不含网络险)同比下降8%,主要由于公司收缩该领域的承保 [110] - 公司网络险再保险业务实现强劲增长 [19][53] 各个市场数据和关键指标变化 - 公司在伦敦市场面临较大竞争压力,但组合整体定价水平仍然较高 [16] - 公司在北美市场继续看到强劲需求,新业务增长18% [13] - 公司在全球市场的建筑险、全球财产险和信用险等业务实现双位数增长 [16] - 公司在能源转型领域推出新的承保业务,获得良好反响 [17] 公司战略和发展方向及行业竞争 - 公司继续执行专业承保领导者的战略,在主要指标上取得进展 [8][30] - 公司正在进行组织优化和流程改进,提高运营效率和生产力 [31][32] - 公司正在加大对人才、数字化和自动化等方面的投资,以支持持续增长 [31][32] - 行业整体定价环境仍然较为有利,公司组合定价水平保持强劲 [21][22][25][26] - 财产险业务面临更加激烈的竞争,但公司仍能保持强劲的承保增长 [23][24] - 责任险业务正在出现复苏,公司正在积极调整组合以捕捉机会 [25][26][27] 管理层对经营环境和未来前景的评论 - 管理层对公司在第二季度和上半年取得的进展感到满意,认为体现了公司专业承保战略的成效 [8][30] - 管理层对公司未来12个月的保费增长目标保持不变,保险业务7%-12%,再保险业务单位数增长 [29][47] - 管理层认为行业整体定价环境仍然较为有利,公司组合定价水平保持强劲 [21][22][26] - 管理层对公司的准备工作和应对能力表示乐观,尤其是面对即将到来的第三季度风暴季 [24] - 管理层表示将继续审慎管理专业险组合,特别是公司董事责任险业务 [27] 其他重要信息 - 公司在本季度进行了组织优化和人员精简,导致1400万美元的重组费用 [43] - 公司投资收益大幅增长40%至1.91亿美元,主要受益于固定收益组合收益率提升和替代投资表现良好 [55] - 公司经营活动产生的现金流在上半年达到9.02亿美元,保持强劲 [56] - 公司在本季度回购了3800万美元的股票,但由于内部重组计划的实施,暂时暂停了后续的股票回购 [67][68][69][70] 问答环节重要的提问和回答 问题1 **Yaron Kinar 提问** 询问公司对2020-2023年责任险赔付情况的评估和信心 [60][61][62][63][64][65] **Pete Vogt 和 Vince Tizzio 回答** 公司对近年责任险赔付情况保持高度关注和审慎评估,并在去年四季度已经对相关准备金进行了充分调整,目前实际赔付情况与预期相符,公司对准备金的充足性保持信心 [61][62][63][64][65] 问题2 **Josh Shanker 提问** 询问公司是否会在当前股价水平下恢复股票回购计划 [76][77][78][79][80] **Vince Tizzio 和 Pete Vogt 回答** 公司将继续优先考虑业务投入和能力建设,但也会根据市场环境和公司业绩表现适时启动股票回购计划,保持灵活性和平衡 [78][79][80] 问题3 **Brian Meredith 提问** 询问公司保险业务当期事故年度损失率持续改善的原因 [86][87] **Pete Vogt 回答** 公司保险业务当期事故年度损失率保持稳定,一方面是由于业务组合中短尾险占比提高,另一方面是公司在去年四季度对长尾责任险业务的损失预估进行了上调,两者相互抵消 [86][87]