Shares of Cincinnati Financial (NASDAQ: CINF ) have been a solid performer over the past year, gaining about 9%, as the company has delivered underwriting improvement and benefited from rising equity valuations in its investment portfolio. I lastOver 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 have a question for an article, just let ...