| BUY | 56.240 | Charles Bobrinskoy | Insurance. Japanese-based. Has been very strong with 15% growth each year. Trades at a multiple below 12. You have to be careful with insurance companies and what they own as asset mix. | 2008-08-27 | |
| TOP PICK | 52.320 | Laura Wallace | Insurance Company. 75% of their revenues and earnings come from the Japanese Market. Very reasonably priced, and a great play on a declining US dollar.
Risk is if US dollar goes up, or Japanese economy rolls over again.
Bought at $48. | 2007-06-08 | |
| TOP PICK | 51.960 | Laura Wallace | Expects to do earnings growth of 15 to 18%. Good record of increasing dividends. 75% of its business is in Japan. | 2007-05-23 | |
| PAST TOP PICK | 45.880 | Laura Wallace | (A Top Pick Jan 31/07. Down 4.1%.) 75% of business is based in Japan. For every $0,01 move in the yen, you get 1 1/2 cents in earnings. Great way to play the unwinding of the yen trade. Have grown earnings in each of the last 17 years by a minimum of 15%. | 2007-03-14 | |
| TOP PICK | 47.610 | Laura Wallace | Gets about 75% of its revenues from the Japanese insurance market and about 25% from the US. Japanese results were poor in the last year because of a change on the regulatory basis. Will continue to grow its cash flow and earnings in the 15% range. A good way to play the resurgence of growth in Japan. | 2007-01-31 | |
| DON'T BUY | 34.800 | Jonathen Wellum, B. Comm, B. Sc | The leading insurance company, but a little bit expensive. If you own, consider taking some profits. | 2003-04-17 | |
| TOP PICK | 25.540 | Jeff Morrison | 80% exposed to Japan which is now stabilizing. 17 X earnings. | 2002-01-08 | |
Experts that have talked about Aflac Inc
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