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3 Industries With a Big Upside in 2012

The following video is part of our daily MarketFoolery podcast, in which host Chris Hill and advisor Joe Magyer and senior analyst Jason Moser analyze the latest business and investing news. In this segment, the guys discuss why companies in the insurance, health-care and industrial sectors are poised for a strong 2012.

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Chris Hill owns no shares of any of the companies mentioned. The Motley Fool owns shares of Berkshire Hathaway. Motley Fool newsletter services have recommended buying shares of Covidien, Berkshire Hathaway, and Endurance Specialty Holdings. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Read/Post Comments (2) | Recommend This Article (11)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

  • Report this Comment On December 20, 2011, at 7:32 PM, azinvstr wrote:

    I was intrigued at what Chris had to say about the state of the insurance industry so I took a look at ENH. If I read the balance sheet correctly, the stock repurchase happened in Q1 2011, where it looks like they bought back 7M shares (15% of outstanding shares) near the year's high of 50, only to watch it bounce off 32 up to current levels (36). Doesn't seem like a good use of the company's resources. Their earnings (annual and quarterly) swing wildly with relatively steady revenues, which seems odd for a reinsurance company, which should be good at managing expense streams, yes? Their operating margins sit far below industry averages and they have <1% ROE. From a valuation perspective, their EPV, Graham valuation, and NetNet are a train wreck. Chris, help me out. What makes this a good investment?

  • Report this Comment On December 20, 2011, at 7:40 PM, azinvstr wrote:

    Sorry, got the name wrong. I was Joe who recommended ENH.

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