Lincoln National Corporation (LNC)

74.32
NYSE
Prev Close 72.69
Day Low/High 70.84 / 74.45
52 Wk Low/High 44.59 / 77.57
Exchange NYSE
Shares Outstanding 180.71B
Market Cap 13.14B
P/E Ratio 13.07
Div & Yield N.A. (N.A)

Portfolio Review

Life insurer shorts are working. Finally, MetLife (MET) and Lincoln National (LNC) are meeting my (short) expectations. My only two buys -- and they were small -- were Baxter (BAX) and Bon-Ton (BONT).

These Shorts Should Work

MetLife and Lincoln National should continue to head lower. Late last week I cautioned that the rise in bond yields might be over for a bit and yields could drop further. Recent short Best Ideas list inclusions of life insurance stocks MetLife (MET)...

More on MET, LNC

I just covered another half of the half MetLife (MET) and Lincoln (LNC) shorts that remain in my book. Left with tag ends on the basis that I will have another shorting opportunity in the next few days.

Taking in MET and LNC

Solid gains in my MetLife (MET) and Lincoln National (LNC) shorts this afternoon. I am taking in half of the short.

Pressing Shorts

Apropos to my interpretation of the jobs report, I pressed my shorts in MetLife (MET) and Lincoln National (LNC) this morning.

Reshorting the Life Insurers

MetLife at $53.80 and Lincoln National at $51.31. "One more thing." -- Lt. Columbo I am reshorting MetLife (MET) at $53.80 and Lincoln National (LNC) $51.31 and putting both shorts on my Best Ideas list. Back net short.

Shorting Life

I am looking for a re-entry point on life insurance shorts MetLife (MET) and Lincoln National (LNC).

The Record Shows I Took the Blows

And I did it my way. "Regrets, I've had a few But then again, too few to mention I did what I had to do And saw it through without exemption I planned each charted course Each careful step along the byway And more, much more than this I did it my wa...

CNBC and Me

Dear CNBC, let's bury the hatchet so that I can pay tribute to Larry Kudlow on the last episode of 'The Kudlow Report.'

CNBC and Me

Dear CNBC, let's bury the hatchet so that I can pay tribute to Larry Kudlow on the last episode of 'The Kudlow Report.' "The medium is the message. This is merely to say that the personal and social consequences of any medium -- that is, of any exte...

Life Insurers Remain Short Targets

Lincoln National and MetLife are in my scopes. Life insurance stocks, beneficiaries of higher interest rates, have moved up smartly in the last few days. As they approach private market values, they are still short targets for me, but I have not re-...

Out of Life Insurer Shorts

And I am taking them off my Best Ideas list. I covered my MetLife (MET) short at $51.64 and my Lincoln National (LNC) short at $50.53. And I am taking them off my Best Ideas list.

The Barron's Effect

A favorable feature on MetLife has the shares outperforming competitors. What is the value of a Barron's positive mention? I will show you. MetLife (MET), featured favorably, in Barron's is up $0.40 a share on the day; direct competitior Lincoln Nat...

Life Insurer Shorts Back to Best Ideas List

Again, that's MetLife at $53.05 and Lincoln at $52.75. I am putting my Lincoln National (LNC) and MetLife (MET) shorts on my Best Ideas list (again).

Reshorted the Life Insurers

MetLife at $53.05 and Lincoln at $52.75. I have reshorted MetLife (MET) at $53.05 and Lincoln National (LNC) at $52.75.

Reshort the Life Insurers?

It could be next week's business. I am eying a return to my life insurance shorts, MetLife (MET) and Lincoln National (LNC). But it could be next week's business.

Covered Life Insurer Shorts

I am taking them off my Best Ideas list. I have covered my MetLife (MET) and Lincoln National (LNC) shorts for a loss, and I am taking them off of my Best Ideas list.

Still Favor Life Insurance Shorts

My favored short sector remains life insurance.

Largest Sector Short

Life insurers. Largest sector short: life insurance.

Morning Market Look

Let's take a look at the overnight and early-morning price action in the major asset classes. MR. HOENIG. Mr. Chairman, I have thought about this considerably because I think we have come to a time in our history when we have institutions that clear...

Adding to Life Insurer Shorts

Lower rates are my catalyst. Rates are moving lower on the weak economic data, so I'm shorting more Lincoln National (LNC) and MetLife (MET).

Why I Am Short Life Insurers

Here's the lowdown. In response to several subscriber emails, I am short the life insurers (in part) because: I believe, contrary to the consensus, that interest rates could move lower not higher in the near term in the face of weakening economic ac...

Growing Shorter

I am now 25% net short. I added to my MetLife (MET), Lincoln National (LNC), SPDR S&P 500 ETF Trust (SPY) and PowerShares QQQ (QQQ) shorts, and I am now 25% net short.

Expect AIG Weakness

I hope this puts pressure on other insurers. AIG (AIG), an old favorite, reported somewhat disappointing results (though the business media initially called it a beat). The beat was actually achieved solely by a change in the discount rate for reser...

Short Interest

10% net short. With shorts in MetLife (MET) at $49.40, Lincoln (LNC) at $48.80 and SPY at $182.60 and QQQ at $89.37, I am back to 10% net short now.

Shorting

Shorting more LNC and MET on lower bond yields.

Life Insurer Shorts Are Working Today

MetLife and Lincoln National are sliding down today. Two Best Ideas on the short side are doing some solid effort on the downside today -- MetLife (MET) and Lincoln National (LNC).

Covering More of Life Insurer Shorts

I am down to tag ends. I am covering more of my MetLife (MET) and Lincoln National (LNC) shorts now -- down to tag ends.

Taking Off Some Life Insurer Shorts

I am covering some more of my MetLife and Lincoln National shorts. I am taking off some more MetLife (MET) and Lincoln National (LNC) shorts.

No Memory Day to Day

We need greater-than-usual caution. The thrust of my diary's opening missive on Thursday was that the month of January represented (1) a challenge to many of the consensus expectations for 2014; (2) a scenario in which the investing and economic bac...