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David Fingold Swiss Re AG SREN-SW TOP PICK Feb 04, 2020

Price target: CHF 110.76 He likes the re-insurance space, given more catastrophic natural disasters (fires, floods). SREN is global and has a strong balance sheet. They just enhanced their balance sheet by selling a division in the UK. They should deploy that capital to underwriting in a hardening market. They have strong buybacks and dividend growth. They're in the top three of this sector.

David Fingold

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David Fingold Swiss Re AG SREN-SW TOP PICK Feb 04, 2020

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