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Posted by
Two Blokes May 26 -
Filed in
Stock
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3 views
I rate KBWP a buy, citing its attractive valuation, strong technicals, and positive seasonality for property & casualty insurance stocks. KBWP outperforms XLF and SPY year-to-date, benefiting from insurers' pricing power and financial strength post-2022 inflation. Risks include portfolio concentration, liquidity concerns, and the unique delayed cost recognition in insurance, but fundamentals remain compelling.
