Selective Insurance: Select For Portfolio Insurance (Archive)

This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.

Elevator Pitch

• Insurance stocks have outperformed the S&P 500 in the first half of 2022.
• Amid pricing deceleration in commercial lines insurance, Selective Insurance stands very resiliently.
• The company has strong tailwinds in its personal lines insurance mix shift strategy, positioning it for a better growth and margins profile.
• The stock has historically traded at a premium to industry peers, but is currently available at below the historical premium levels, despite industry-leading operating performance.
• Valuation suggests a satisfactory 15% upside in the stock, with the technicals suggesting bullishness as well.

Read the full article here.