Q: Noticing negative momentum in these names. Is it time to move on? Thank you!
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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.
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Aon plc Class A (Ireland) (AON)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Uber Technologies Inc. (UBER)
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Palantir Technologies Inc. (PLTR)
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Airbnb Inc. (ABNB)
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Duolingo Inc. (DUOL)
Q: In regards to some of the companies that have gotten whacked after releasing their numbers (like Uber, Shopify, Hammand ect), what are a couple names that you think look the most likely to dust themselves off and move higher from here? Thanks
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Aon plc Class A (Ireland) (AON)
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Chubb Limited (CB)
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Marsh & McLennan Companies Inc. (MMC)
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Arthur J. Gallagher & Co. (AJG)
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Brown & Brown Inc. (BRO)
Q: Hi 5i,
I’ve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.
Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?
Thank you!
I’ve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.
Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?
Thank you!
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Aon plc Class A (Ireland) (AON)
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Chubb Limited (CB)
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Marsh & McLennan Companies Inc. (MMC)
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The Travelers Companies Inc. (TRV)
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Manulife Financial Corporation (MFC)
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Sun Life Financial Inc. (SLF)
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Intact Financial Corporation (IFC)
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Arthur J. Gallagher & Co. (AJG)
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Brown & Brown Inc. (BRO)
Q: Hi 5i,
AJG's GICS Sub-Industry classification is "Insurance Brokers".
Can you help suggest some Canadian listed Insurance Brokers stock that might be worth looking at for a TFSA and or NonReg account.
AJG's GICS Sub-Industry classification is "Insurance Brokers".
Can you help suggest some Canadian listed Insurance Brokers stock that might be worth looking at for a TFSA and or NonReg account.
Q: What is your opinion of AJG compared to AON. Both have performed well but AJG has a much higher PE. Would recommend either or is there another company in the sector that you would prefer. Thanks so much for your expertise.
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Aon plc Class A (Ireland) (AON)
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Trisura Group Ltd. (TSU)
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Arthur J. Gallagher & Co. (AJG)
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Kinsale Capital Group Inc. (KNSL)
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RLI Corp. (DE) (RLI)
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Brown & Brown Inc. (BRO)
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
Tks
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Aon plc Class A (Ireland) (AON)
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Marsh & McLennan Companies Inc. (MMC)
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Manulife Financial Corporation (MFC)
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Great-West Lifeco Inc. (GWO)
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Sun Life Financial Inc. (SLF)
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Mawer Global Equity Fund Series A (MAW120)
Q: Any reasons that 5i can see that would account for the large difference in 10 year and 5 year in the performance of these companies that operate in similar industry. Companies outside of Canada have dramtically outperformed
10 year # including Div AON 470 MMC478 MFC 105 GWO 135 SLF 235
AON and MMC are 2 long term holdings in MAW120 and I am thinking of selling SLF and adding to MAW120
10 year # including Div AON 470 MMC478 MFC 105 GWO 135 SLF 235
AON and MMC are 2 long term holdings in MAW120 and I am thinking of selling SLF and adding to MAW120