
TSE:TSU
This summary was created by AI, based on 6 opinions in the last 12 months.
Trisura Group (TSU) operates in the specialty insurance sector and has faced challenges due to market volatility and historical asset impairments. However, experts point out its strong positioning in the Canadian market and aggressive growth in the U.S., particularly within surety and property insurance. The company's high return on equity and substantial book value growth are promising indicators for its future. While the stock has traded sideways recently, there are expectations for a potential turnaround. The company also holds a significant cash position, making it an attractive target for acquisitions. Overall, it is viewed as a high-quality business with top management and growth opportunities ahead.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A relatively small insurance company that has good growth and market share gains. Playing in a fragmented market and they could acquire more companies. Better upside than larger insurers like Sunlife and Manulife. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported strong earnings results. EPS beat estimates at $0.38 and revenues were $404.68M. Revenues also grew by 68.9% yoy. Very strong results that should make investors happy. The company is cheap relative to results. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. TSU reported an EPS of $0.35 that beat expectations by 6 cents. Gross premiums written had good growth and ROE for the quarter was strong at 18.3%. Unlock Premium - Try 5i Free