Investment Q&A

Q: I have enjoyed the ride with KNSL but it seems to have taken big hit in the past week. Can you comment on what, if anything has transpired to trigger the sell off as well as whether it's a buying opportunity, a hold or if something has changed that might make it a sell? Please explain the rational behind your view. Thanks!!

Q: Hi, this is a group of the top S&P performers for the last five years. Although I don't know what the next few months will bring, the first year after a general US election is normally very bullish. Still I'm nervous buying anything that's gone up so much. Can you pick 4 of these choices you think still have long term growth potential without insane volatility?

Q: How do you explain the amazing financial results of speciality insurance group lately. Can we expect a continuation, should we be aware of possible headwind in the futur?

Thanks

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: Can I have your current valuation and prospects for Kinsdale……

Q: These names are common top ten holdings in US small cap growth mutual funds. In your opinion, which of these companies look most attractive to start a long term position today?
Thanks

Q: Kinsale is down close to 20% after reported. Beside profit taking, do you see any other raison? Do you agree Kinsale is a proxy for Trisura?

Thanks

Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends, this time excluding IT companies? Thanks for your great service.

Q: I read from another source that KNSL and RLI are peers to TSU. You stated an evaluation comparison with AON, AJG and BRO in your previous report (jan22). Finviz classified the first group in ‘’Property & Casualty’’ and the second, more as ‘’Insurance Brokers’’. Could you please clarify which group should be used to compare. The second group did well since mid-march but the first one did so-so. The idea is if Trisura belongs more to the second group, it could represent a good entry point since they are still in the penalty box. Your thoughts are appreciated.
Tks

Q: Hi there,

I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.

I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.


I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.

I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.

What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,

Jason

Q: I’m looking to diversify the financial part of my portfolio by adding a US insurance company. Can I get your thoughts on Progressive (seems to just go up & to the right) or other insurance stocks.
Thanks.

Q: Hi, your thoughts on KNSL and LOB?