RE:Stockchase Insightsretiredcf wrote: An interesting comment given that 5i have long been supporters of SLF. GLTA
BUY
Trisura Group (TSU-T)
22/03/2022 at 08:00pm
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A relatively small insurance company that has good growth and market share gains. Playing in a fragmented market and they could acquire more companies. Better upside than larger insurers like Sunlife and Manulife.
Stockchase Insights
$33.680
Yesterday, they followed this up by increasing the weighting of TSU in their Growth Model Portfoiio to 3%. Here was their reasoning. GLTA
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We continue to like TSU as an alternative insurance play with a growth tilt. The company reported good results in the recent quarter but given negative market sentiment (particularly for financial companies), we think the stock was unfairly punished. Higher interest rates and inflation are also generally favourable for investment income and insurance premiums which should act as tailwinds."