Let the record show that I was talking about AOC before today. Stock is up nicely on earnings. Will take a look and see. Of course in this market up 7% is peanuts, and it could be down a bunch before end of day.
Key point of interest is if they echo comments from insurers on maket conditions, and update on Benfield acquisition.
Update: reading transcript of AJG call, management did not point to any price increases apart from marine. So that is a bit of damper on the hard market hypothesis.
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Tamer- good to see you keeping the skills sharp. keep the posts coming.
ReplyDeleteDan