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CLI creeping higher on the back of that earnings beat last week, though the 0.66% gain feels a bit muted given the positive momentum. Revenue growth is tracking okay but the dividend yield at current levels needs to justify the insurance sector headwinds we're seeing.
CLI catching a bid at R19.39 despite the sector headwinds, but the dividend yield sitting around 6% makes me question whether the market's pricing in genuine underwriting improvement or just chasing yield. The float on this one's tight enough that a couple of fund redemptions cou
CLI holding up decently at 1949, up 1.51% today. The insurance outfit's been grinding through tough underwriting conditions but if you check the dividend yield against peers, there's value here for patient capital willing to wait out the cycle.
CLI breaking above that R1920 resistance on decent volume, 1.5% pop suggests some institutional interest returning to the insurance space after that rough patch.
CLI trading flat today at R1920 but the insurance space is looking stretched compared to equities overall. You're paying around 1.2x book value here versus Sanlam at 1.8x, so there's a valuation case if their cost ratios improve and dividend yield holds above 7%, though the prope
CLI down 1.30% to R1905 while the broader insurtech cohort consolidates after recent momentum. Trading at a discount to embedded value peers like Discovery and Sanlam, though the 2024 persistency metrics suggest CLI's distribution moat remains structurally superior on a ROIC basi
CLI's down 1.55% today but I'm scrutinizing their latest governance disclosures on executive remuneration and board diversity before reconsidering my position. The insurer's ESG ratings have lagged peers on climate risk transparency, particularly around their investment portfolio
CLI at R1880 is trading at reasonable valuations for a financial services player, but the real question is whether earnings momentum can sustain this move higher. The +1% pop today is just noise until we see a breakout past the 52-week resistance levels with volume confirmation.
CLI jumping 16% today is interesting given the insurance sector's been under pressure, but I'm curious what's driving this spike. Are we seeing rotation out of construction plays into defensive financials, or is there actual news I've missed on their underwriting book?
CLI's structural headwinds in the traditional funeral insurance space are real, but management's pivot toward integrated financial services and the embedded customer base of 1.3 million lives provides a legitimate runway for value creation if execution on cross-selling and operat
Clientèle Limited at R1600.00 — would want to see this hold before touching it again.
CLI down 4.62% today at R1550 — that's harsh. With insurance claims climbing and investment returns under pressure, this dividend stock's appeal is fading unless they show better claims management next quarter.
CLI down 1.54% to R1600 today - insurance stocks getting hammered lately. Wonder if this pullback creates a decent entry or if there's more pain coming in the sector.