AIEQ · Exit · 1d
weight 0.050% → 0 (exited)·stock down 3.4% in the 30 days before
Oct 1·entry $105.05·now $108.47
+3.26%
since Oct 1
L
GrowthLOEWS CORP
Loews Corporation, through its subsidiaries, provides commercial property and casualty insurance in the United States and internationally.
Close · 3M
+4.47%
Held by 0 AI ETFs
None of the tracked AI ETFs currently hold this name.
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals2
Win rate50% (1/2)
Avg buy return-3.13%
AIEQ · New entry · 1d
weight 0 → 0.050% (new)·stock up 2.0% in the 30 days before
Aug 2·entry $116.25·now $108.47Fresh
-6.69%
since Aug 2
AIEQ · Exit · 1d
weight 0.120% → 0 (exited)·stock up 9.9% in the 30 days before
Jul 1·entry $114.12·now $108.47
-4.95%
since Jul 1
AIEQ · Weight decrease · 3d
weight 0.520% → 0.100% (-0.420 pp)·stock down 6.9% in the 30 days before
May 30·entry $103.83·now $108.47
+4.47%
since May 30
AIEQ · Weight decrease · 2d
weight 0.520% → 0.500% (-0.020 pp)·stock down 6.7% in the 30 days before
May 28·entry $104.82·now $108.47
+3.48%
since May 28
AIEQ · Weight increase · 2d
weight 0.490% → 0.510% (+0.020 pp)·stock down 3.7% in the 30 days before
May 17·entry $108.01·now $108.47Fresh
+0.43%
since May 17
AIEQ · Weight decrease · 2d
weight 0.520% → 0.500% (-0.020 pp)·stock down 5.8% in the 30 days before
May 8·entry $104.50·now $108.47
+3.80%
since May 8
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 11
Some AI ETFs are decreasing their positions in Loews Corp, with PQUS exiting completely and AIEQ showing a weight decrease trend. This cautious activity by smart-money signals aligns with the framework's 'Fail' verdict, suggesting a shared lack of strong conviction for Loews Corp as an investment at this time.
- Circle of CompetenceWhile Loews operates a diversified portfolio, its primary segments in insurance, energy infrastructure, and hospitality generally exhibit unit economics stable enough for reasonable long-term cash flow projections, despite the overall complexity.
- Economic MoatLoews benefits from durable advantages in its energy infrastructure segment due to regulatory entitlements and high switching costs, complemented by brand and scale in its property and casualty insurance business.
- ManagementThe provided data does not offer sufficient information to assess management's candor, capital allocation discipline, or skin in the game.
- Financial HealthThe most recent Return on Equity (ROE) of 9.3% falls below the framework's minimum threshold of 10% for any single year, indicating a failure in financial health according to the established criteria.
- Margin of SafetyGiven the company's recent ROE below the required threshold, the current price-to-book ratio of 1.16 does not suggest a defensible margin of safety relative to intrinsic value for a company not meeting the 'wonderful' criteria.
Loews Corp, a diversified holding company, is deemed within the circle of competence and possesses identifiable economic moats in its key segments. However, the company fails the financial health criterion due to its recent return on equity being below the required threshold. Consequently, the current valuation does not present a sufficient margin of safety for a company not meeting all 'wonderful company' criteria, leading to an overall 'Fail' verdict.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.