In this segment from The Motley Fool's everything-financials show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson discuss a few themes they heard and liked at this year's Value Investing Congress in New York. David questions the validity of needing an "investment catalyst" in order to be successful. The duo points out a few stocks that don't need a specific catalyst but are well-positioned to deliver for shareholders.
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Report this Comment On September 20, 2013, at 1:46 AM, strelna wrote:
MKL has been much admired by TMF for years. However, of my 4 insurance holdings, it has performed relatively poorly over 10, 5 and 2 years.
Report this Comment On September 20, 2013, at 7:02 AM, strelna wrote:
(continuing...) I mean I have no doubt it's a good insurance company but the fact is it underperforms other insurance companies, has tracked the S&P for a few years and doesn't pay a dividend. So what's all the hoopla about?
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