Cincinnati Financial: Improved Results Are Reflected In Valuation (Rating Downgrade)

Shares of Cincinnati Financial (NASDAQ: CINF ) have been a solid performer over the past year, gaining over 38%. The insurer has benefited from improving underwriting results, given favorable premium inflation. Additionally, its relatively unique investment portfolio, which has a largeOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or ...