Shares of Chubb ( CB ) have been a strong performer over the past year, gaining about 33%. The insurance giant has continued to deliver excellent results, consistent with my view of the company as the sector’s premier underwriter. Margins have been able to stayOver 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 ar ...