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Ranjit Sudan
Value Investor
Value Investor
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QBE: Still cheap after 20% ytd rise
QBE shares are up 20% YTD after strong second half performance and firm 2015 guidance. As I wrote earlier in July and October  2014 ; QBE was going through transition which gave investors an opportunity to buy shares at decade low price. I continue to belie...

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Stock Market Capitulation - Why and How to Profit from it ?
Last 2 weeks has been quite tough on investors with stock market capitulating; whipping out this year gains, infact S&P 500 was briefly negative for the year. I was expecting this kind of correction all this year but it never happened until start of October...

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QBE: Underwriting discipline will ride the ship
***Didn't get time to write this blog earlier but here is my thoughts on QBE after 1H14 earning release QBE came out with 1H14 with profit headline number marked with following developments: 116M reserve strengthing in Latin America division; majority perta...

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QBE - Is it still a buy?
QBE has again issued a profit warning prior to announcing its mid year result in August. This time its Latin America business in Argentina having issues with revision to reserve strengthening by 170M plus changes to discount rate adversely impacting the res...

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