Q: With the economy slowing and interest rate cuts on the horizon in the US and already occurring in Canada, should beneficiaries of the higher rates - insurance cos like TSU, FFH, and MFC be sold?

Q: Hi, Could you please provide your opinion on Progressive Corp. P&C Insurance sector seems to be doing well and stock is making new highs ( Noted that IFC is your favourite in Canada). How is the valuation compared to its competitors? Company released its premiums business for the month of January, yesterday, which sounded encouraging, sending stock to another high. Do you think that current level is good to start a position ? Thanks

Q: What is your opinion on Arch Capital and their future prospects. Thanks for you advice.