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| PAST TOP PICK | 28.830 | Norman Levine | (A Top Pick July 22/09. Up 24%.) Specialty property/casualty insurance company with niche markets. Very wide margins. Probably most profitable public insurance company in the US. Extremely well run. Raises its dividend regularly. | 2010-07-09 | |
| PAST TOP PICK | 28.240 | Norman Levine | (A Top Pick May 6/09. Up 37.2% excluding dividends.) Specialty property/casualty company that is highly profitable. Making money on their insurance in addition to their investments. | 2010-05-05 | |
| PAST TOP PICK | 25.300 | Norman Levine | (A Top Pick Aug 12/08. down 8.41%.) Property, casualty, workers compensation and lawyers liability insurance. Has been a good performer compared to other financials because of minimal exposure to bad assets. Quality management. Still a Buy. | 2009-08-24 | |
| TOP PICK | 23.780 | Norman Levine | Specialty insurance company, which was not caught up in the bad paper. Earnings estimates keep going up. ROE is in the mid teens. Combined ratio is in the 80s, which is fabulous for an insurance company. Good real estate assets. | 2009-07-22 | |
| TOP PICK | 20.800 | Norman Levine | A specialty property/casualty insurer. Had miniscule exposure to toxic assets. Beating earnings estimates quarter after quarter. ROE of 21%. Raised their guidance for the rest of the year. 2.5% dividend. Buying for growth. | 2009-05-06 | |
| TOP PICK | 28.230 | Norman Levine | Specialty insurance company. Property casualty, worker's compensation and lawyers liability insurance. History of increasing earnings every year and beating estimates every year as well as increasing dividends on a regular basis. | 2008-08-12 | |
| PAST TOP PICK | 27.880 | Norman Levine | (A Top Pick Feb 27/07. Down 20%.) Specialty property/casualty insurer. All financials in the US are down. Continuing to show better earnings and increasing dividends. Had a little bit of bad mortgage paper, but not a whole lot. Still a Buy. | 2008-02-11 | |
| PAST TOP PICK | 29.000 | Norman Levine | (A Top Pick Nov 14/06. Down 13%.) Compared to a lot of financials, this is not too bad. A specialty property casualty insurance that has very high return on equity. Extremely profitable. Once the financials bottom out and start acting better, he could see it getting back to $35. Still a buy. | 2007-11-09 | |
| TOP PICK | 26.780 | Norman Levine | Specialty general insurance company. Very profitable. Combined ratio is in the 80s, which is very good. Trading just above book value. About 3% of their assets were subprime, which knocked the stock down. Financials led the market down, but will lead the market up. Quality names will do very, very well. | 2007-08-15 | |
| TOP PICK | 34.770 | Norman Levine | A specialty property/casualty insurance company. It goes after niche markets where it has underwriting skills and gets exceedingly high margins. Continue to show better-than-expected growth quarter after quarter. | 2007-02-27 | |
| HOLD | 34.920 | Norman Levine | His favourite US insurance company. Specialty property/casualty with a niche market such as Workman's comp, errors & omissions, lawyers, etc. Also have a very diverse investment portfolio that has paid them big dividends. Trades at a discount. | 2007-01-09 | |
| TOP PICK | 50.140 | Norman Levine | (A Top Pick Nov 1/05. Up 44.9%.) US specialty P&C insurer. Recent results were above expectations. Sells at a discount multiple to others. | 2006-11-14 | |
| BUY | 41.050 | Peter Hodson | Recognisable candidate for teaming up with a bank which would be good. They have turned their sales around. | 2006-03-27 | |
| PAST TOP PICK | 41.940 | Norman Levine | (A Top Pick Dec 28/05. Up 8.5%.) A specialty property/casualty insurance company. Continues to beat expectations. | 2006-03-21 | |
| TOP PICK | 38.640 | Norman Levine | A specialty property casualty insurance company. Sells at a lower multiple than most. Recently was the seller of the Cincinnati Reds. Well-managed and good assets. | 2005-12-28 | |
| TOP PICK | 34.180 | Norman Levine | A specialty property casualty insurance company. It's profitable and becoming more profitable. The combine ratio (the difference of what you take in as a premium and what you pay out) continues to get better and better. | 2005-11-01 | |
| BUY | 30.550 | Norman Levine | A specialty property/casualty insurance with a big push into workmen's compensation in California. Highly profitable business. Well run. Sells just above book value. 1.5% dividend. Combined ratio (premiums taken in versus insurance claims) has become more favourable. Excellent value. Good long term hold. | 2005-02-23 | |
| TOP PICK | 31.290 | Norman Levine | It's the specialty property casualty side that he likes. Specializes in workmans compensation and lawyers' liability insurance. Premiums have been picking up and are quite profitable. Sells around book value and around 10 X earnings. Has been insider buying. | 2004-12-22 |
