Based on the aggregated intelligence of 130,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, diversified holding company Loews Corp. (NYSE:L) has earned a respected four-star ranking.

With that in mind, let's take a closer look at Loews' business, and see what CAPS investors are saying about the stock right now.

Loews facts 

Headquarters (founded)

New York, N.Y. (1954)

Market Cap

$9.95 billion


Multi-line insurance

Trailing-12-Month Revenue

$13.27 billion


Co-Chairman Andrew Tisch

Co-Chairman Jonathan Tisch

CEO James Tisch

Return on Equity (average, last three years)




Chubb (NYSE:CB)

The Travelers Companies (NYSE:TRV)

CAPS members bullish on L also bullish on

General Electric (NYSE:GE)

Johnson & Johnson (NYSE:JNJ)

CAPS members bearish on L also bearish on

Citigroup (NYSE:C)

Sources: Capital IQ, a division of Standard & Poor's, and Motley Fool CAPS.

Over on CAPS, fully 382 of the 410 members who have rated Loews -- some 93% -- believe the stock will outperform the S&P 500 going forward. These bulls include highlanderfm and All-Star TMFDeej, who is ranked in the top 1% of our community.

Two weeks ago, highlanderfm highlighted a recent piece in Barron's that suggested Loews was super-cheap: "[S]um of the parts discount is now super compelling -- [Barron's] had a recent highlight for more detail, but the discount is close to $15. … Tisch's are great managers."

In a pitch from late last month, TMFDeej breaks down the bargain opportunity in more detail. Here's an excerpt, but be sure to check out the entire pitch here:

I've always believed that the company is like a mini-Berkshire Hathaway.... While the Tisch family is certainly not Warren Buffett, Loews trades at a substantial enough discount to Berkshire to make up for a lot of the difference....

[Loews] is trading at a significant discount to the current value of its holdings, even if you hate [its investment in CNA Financial], which traditionally has been the worst of breed in terms of insurance companies, and mark Loews' investment in it down to zero, [Loews] is still trading at over five dollars less than the current value of its parts. That's a heck of a deal.

Add to this the fact that the company actually pays a dividend, its yield of slightly over 1% isn't great … but it's something, and a compelling case can be made for the stock at this level.

A mini-Berkshire trading at a substantial discount? Yup, I'd say that easily qualifies as an intriguing opportunity.

All told, the stock currently sits at a price-to-book of 0.76 (well below its five-year average of 1.3). That alone would have most bargain-seekers salivating, but when you throw in the Tisch family's track-record of value-creation, and the possibility that their key holdings are depressed, Loews looks like one "jockey stock" with highly favorable odds.

But what do you think about Loews, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. More than 130,000 investors are waiting to hear what you have to say. CAPS is 100% free, so simply click here to get started.

Fool contributor Brian Pacampara owns no position in any of the companies mentioned. Johnson & Johnson is a Motley Fool Income Investor selection. Berkshire Hathaway is a choice of Inside Value and Stock Advisor, and the Fool owns shares of it. The Fool's disclosure policy always gets a perfect score.