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| BUY | 33.190 | Don Lato | So much of its business is in Japan and this is the reason for its loss, especially in the insurance business. This is an opportunity to buy a very solid company at 5.5X earnings. Decent dividend yield of 3.5%. | 2011-09-21 | |
| Comment | 20.170 | Laura Wallace | US based insurance company but 80% of revenues come from Japan. Has been swept up in this whole “mark to market” accounting. Big exposure in the UK and what happens if banks get nationalized? Will continue to be quite volatile. | 2009-04-07 | |
| TOP PICK | 21.800 | Charles Bobrinskoy | This is the one financial he continues to believe in. Stock is down about 50% around concerns about portfolios and bonds they own in European banks. He doesn't think there will be defaults on their bonds. Their disability insurance is doing great. 5.2% yield is more secure than most US financials. | 2009-02-06 | |
| 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 | |
| BUY | 33.190 | Don Lato | So much of its business is in Japan and this is the reason for its loss, especially in the insurance business. This is an opportunity to buy a very solid company at 5.5X earnings. Decent dividend yield of 3.5%. | 0000-00-00 | |
| BUY | 33.190 | Don Lato | So much of its business is in Japan and this is the reason for its loss, especially in the insurance business. This is an opportunity to buy a very solid company at 5.5X earnings. Decent dividend yield of 3.5%. | 0000-00-00 |
