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Big Upside in Insurers
By Doug Kass06/19/09 6:36 a.m.
Deutsche Bank is out with a report on Hartford(HIG Quote) stating that the shares could double in the next year. From my perch, the entire specialty/life finance sector holds huge upside based on a return to economic/credit stability. As I have recently written, Hartford, Prudential(PRU Quote), MetLife(MET Quote), Lincoln National(LNC Quote), etc. represent my largest sector exposure in my hedge funds.
Long HIG, PRU, MET, LNC ...
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