Showing posts with label münchener rück. Show all posts
Showing posts with label münchener rück. Show all posts

Wednesday, April 22, 2009

Munich Re .... AGM

annual general meeting ... folks, what about some culinary improvement of the high, high, high dividend (approx. 5%, they paid about 70% of the 2008's profit as dividend this year and want to use the additional part as a special liquidity buffer). what about the economical outlook from the perspective of the industry leader in the re-insurance business?

well, there have been some interesting views on the (financial) markets, current deflation because of deleveraging, inflation 2 come, bail-outs, the conservative market and risk approach @ munich re, ... fine food, much too strong coffee, ...

the most used word/phrase? financial crisis ... of course! well, concerning the CEO von bomhard ist the financial crisis far from over => do not overvalue the current (bear market?) rally in the financial stocks :o))

inflation? let's buy some more gold/commodity stocks:
  • freegold ventures - Au
  • bhp billiton - metals, oil, diamonds, ...
  • K+S - potash - new