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Stock Analyst Update

Katrina's Effects on Stocks

Our analysts assess the short- and longer-term impact of the disaster.

Over the past week, our analysts have been closely tracking the wake of Hurricane Katrina and the New Orleans disaster. While the companies most affected by the storm and its aftermath reside in the energy and insurance sectors, the ripple effects are spreading throughout corporate America.

No one knows yet the losses insurance companies have incurred as a result of Katrina, but estimates have started to roll in. Below you'll find our recently published analyst commentaries on specific insurance firms:

 Allianz Estimates Katrina Losses
 Ambac Raises Katrina Exposure
 Aspen Estimates Katrina Claims
 Cincinnati Financial Incurs Loss
 Fairfax Estimates Katrina Loss
 Odyssey Estimates Katrina Loss
 Partner Re Gives Katrina Update
 Triad's Katrina Equity Exposure
 White Mountains' Katrina Loss
 W.R. Berkeley Weathers Katrina

For an overview of the impact on financial guarantors (including MBIA (MBI), Ambac (ABK), and FGIC), see  this piece by Dreyfus Neenan.

Below, you'll find our analyst commentary on other specific companies and how they've been affected by the disaster.

 BellSouth Estimates Katrina Damage
 Katrina Damages Transocean Rig
 Tobacco Sees Little Katrina Impact

Stay tuned for more analyst coverage in the weeks ahead.