Q: The last Q&A about TSU appears to be from February of this year. Can I get your updated opinion, please?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Thinking of starting a position in P&C insurers. Would DFY be a good choice for growth? How has DFY performed since demutualization? Intact is certainly growing great but is it expensive? I already own MFC & SLF would adding a P&C be too concentrated?
Thanks
Thanks
Q: Comments please on recent results and valuation, in particular current PS. A number of financial sites are showing a PS near 2.2x but (Market Cap / Revenue) looks more like 0.6x in which case the market is undervaluing the growth in revenue.
Q: Hi there
Thoughts on TSU earnings report yesterday and are you feeling more positive than a few weeks ago when you called it a pass?
Ok thanks!
Thoughts on TSU earnings report yesterday and are you feeling more positive than a few weeks ago when you called it a pass?
Ok thanks!
Q: TSU is at a 52-week low. Is this a:
(A) Excellent buying opportunity;
(B) Modest buying opportunity;
(C) meh
I have no insurance position currently. I am familiar that 5i prefers Sun Life vs. Manulife. Where would TSU plug into the equation for an investor with a growth-oriented portfolio and with a long runway ahead?
Thanks,
Ian.
(A) Excellent buying opportunity;
(B) Modest buying opportunity;
(C) meh
I have no insurance position currently. I am familiar that 5i prefers Sun Life vs. Manulife. Where would TSU plug into the equation for an investor with a growth-oriented portfolio and with a long runway ahead?
Thanks,
Ian.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Trisura Group Ltd. (TSU)
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WELL Health Technologies Corp. (WELL)
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Lumine Group Inc. (LMN)
Q: Another question on my semi annual balancing exercise. With the understanding that the rest of my portfolio consists of conservative growth, dividend paying large caps and that I am looking at a 3 to 5 year time frame. Please indicate the those companies you would carry at a 5 % ish level, those that you would carry at a 2% to 3% level and those that you might not carry at all. Much appreciated ram
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Dollarama Inc. (DOL)
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Kinaxis Inc. (KXS)
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TerraVest Industries Inc. (TVK)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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Valhi Inc. (VHI)
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Boyd Group Services Inc. (BYD)
Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks
Thanks
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Applied Materials Inc. (AMAT)
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Lam Research Corporation (LRCX)
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NVIDIA Corporation (NVDA)
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Finning International Inc. (FTT)
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TFI International Inc. (TFII)
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Kinaxis Inc. (KXS)
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Trisura Group Ltd. (TSU)
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Monolithic Power Systems Inc. (MPWR)
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Cadence Design Systems Inc. (CDNS)
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Century Communities Inc. (CCS)
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M/I Homes Inc. (MHO)
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Boyd Group Services Inc. (BYD)
Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you
Thank you
Q: Hello 5i
Can Trisura be affected by the California fires?
Thanks
Can Trisura be affected by the California fires?
Thanks
Q: Which has more potential growth TSU or EQB?
Thanks for your service!
Thanks for your service!
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Chubb Limited (CB)
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Trisura Group Ltd. (TSU)
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Arch Capital Group Ltd. (ACGL)
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Kinsale Capital Group Inc. (KNSL)
Q: I have owned Chubb for a few years and have done well. Lately the price has been declining. What is the reason for this and is this opportunity to add more to my position.
Q: You recently said that TSU has been frustrating and is a Hold. How would you rate holding it vs exchanging for EQB? Or maybe there is a better financial? There are no tax implications.
Thanks.
Thanks.
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Dollarama Inc. (DOL)
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Descartes Systems Group Inc. (The) (DSG)
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Trisura Group Ltd. (TSU)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Happy New Year. As you have mentioned, Trisura is a frustrating stock, although it shows potential. What would your views be on selling some of it and reinvesting in the other three stocks mentioned? Which order would you recommend buying those three stocks in for maximum long term gains? Thank you.
Q: TSU is one of my worst investments. It never seems to get any traction. With most of my other investments especially coming into the last few weeks of 2024 have been doing very good! Why does TSU continue to take it on the chin so to speak?
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Descartes Systems Group Inc. (The) (DSG)
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Parkland Corporation (PKI)
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Open Text Corporation (OTEX)
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Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
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Trisura Group Ltd. (TSU)
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DRI Healthcare Trust (DHT.UN)
Q: Hi 5i Team,
I'm looking at some of my losers and pondering either getting rid of the or adding to them.
DHT.UN, HMM, OTXT, TSU
With some room freed up I was thinking of starting positions in PKI and DSG
What are your thoughts on the 4 stocks I'm down on? Would you add to any of them or look to sell for better opportunities? How would you rank them if you were to sell?
What are your thoughts on DSG and PKI? Do you view them as buyable now for 5-10 year holds?
This is in a TFSA which aims to balance growth and income.
Thanks for the Great Service!
Colin
I'm looking at some of my losers and pondering either getting rid of the or adding to them.
DHT.UN, HMM, OTXT, TSU
With some room freed up I was thinking of starting positions in PKI and DSG
What are your thoughts on the 4 stocks I'm down on? Would you add to any of them or look to sell for better opportunities? How would you rank them if you were to sell?
What are your thoughts on DSG and PKI? Do you view them as buyable now for 5-10 year holds?
This is in a TFSA which aims to balance growth and income.
Thanks for the Great Service!
Colin
Q: Your general thoughts on this company in general and is this a buying opportunity at under$40 Thanks
Q: Hi There,
I’ve owned this company for quite awhile. I know you like it, it seems to have largely recovered from its past issues. But no traction even though the last few quarters showed quite good results….What’s up with it?
Thank you!
I’ve owned this company for quite awhile. I know you like it, it seems to have largely recovered from its past issues. But no traction even though the last few quarters showed quite good results….What’s up with it?
Thank you!
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Chubb Limited (CB)
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Manulife Financial Corporation (MFC)
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Sun Life Financial Inc. (SLF)
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Trisura Group Ltd. (TSU)
Q: I am thinking of adding/increasing my position in an insurance company and have found that the combined ratio for both MFC and SLF are more than 100 while CB and TSU’s combined ratio is in the low 80. Does that mean MFC and SLF are not as profitable as CB and TSU? Which is a good buy currently? Thanks,
Q: Hello can you comment of their most recent results, thank you
Peter
Peter
Q: Hello, on August 15th you answered a question by Derek about this company. Feel free to abridge this quote within your response, pasted below. I don't fully understand your response, as it seems to indicate that TSU will grow faster, but why would you say that IFC is more balanced? Does this mean that IFC should actually grow more over time, or that it will grow less but is more stable? Thank you very much.
Original answer about growth:
IFC (property and casualty insurance and auto insurance) - consensus growth estimate over the next few years 6%
TSU (specialty insurance) - consensus growth estimate over the next few years 10%-12%
TSU has the best growth, as the company reinvested the majority of its earnings back, and volume growth in TSU’s recent quarters is quite healthy. TSU has the strongest growth, but we think IFC could be the most balanced name between capital returns and growth.
Original answer about growth:
IFC (property and casualty insurance and auto insurance) - consensus growth estimate over the next few years 6%
TSU (specialty insurance) - consensus growth estimate over the next few years 10%-12%
TSU has the best growth, as the company reinvested the majority of its earnings back, and volume growth in TSU’s recent quarters is quite healthy. TSU has the strongest growth, but we think IFC could be the most balanced name between capital returns and growth.