American Railcar, RGA: A Look Back At Previous Value Ideas

A look back at two value-style investments I've written about over the past year, to see if they're still attractive investments.

Reinsurance Group of America - Slow and steady

I first discovered Reinsurance Group of America Inc (NYSE:RGA) at the end of July last year. The company had just released a dismal set of second quarter results. However, the loss for the first quarter was, for the most part, superficial due to higher provisioning for losses related to sums reinsured in the Australian disability market. At time of writing, the stock was trading at $68.28.

Nearly 13 months on and the shares have risen to an all-time high of $83.15, beating the S&P 500 by a small margin of 3% over...