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| TOP PICK | 44.660 | Marc-Andre Gaudreau | Top Picks include 3 bonds, short term, medium term and long term. 6.4% 11/2039 bond. (Long term) This is a company that he feels comfortable with. Have good traction and are gaining market share. | 2010-08-19 | |
| DON'T BUY | 43.460 | Philip Doyle | Strong franchise in property and casualty insurance. Well run. Assessing insurance companies is always difficult because they combine both an underwriting operation and a portfolio management operation. Probably reasonably priced but would prefer a more diversified exposure to the financial sector such as an ETF. | 2010-03-26 | |
| PAST TOP PICK | 37.500 | Michael Smedley | (Top Pick Feb 13/09, Up 31.7%) An Acquiring company, but hasn’t acquired anything recently. High Quality, good dividend. Might itself be a takeout candidate. | 2010-01-21 | |
| STRONG BUY | 36.270 | Jason Donville | Property/casualty is driven around the concept of hard markets and soft markets. Coming out of recession we often fall into a hard market because of the way governments regulate pricing. It looks like we are coming back into another one of those periods were pricing is going to be spectacular. Management is superb. | 2009-12-03 |
