Kingstone Companies (KINS)

[31set]

Thanks for the info on the other boards, hweb2! I was unaware of them. Don't spend much time on IH, but I would be interested in seeing that kind of information. Will check it out when the dog and I return from adventuring out west in September.

And yes, I don't know what the market reaction will be even if KINS reports the type of good numbers I'm expecting. If results are decent, though, and management still gives conservative well-reasoned thoughts on why the company should continue to do well, I'm willing to just collect the dividend and wait. Maybe even go overweight and buy a bit more if it drops significantly.

MLR was in a similar position to KINS and recently reported about as I expected (maybe even a bit better), and the reaction was quite encouraging. I like that one too, but only had a 40% position on. Haven't bought more, as it gapped up right away. Don't like it as well as KINS right now, but there isn't much I can find to like at all in this current market, and MLR does seem to fit most of the parameters I look for.