Intact Financial

IFC-T

TSE:IFC

133.03
5.53 (4.34%)
Intact Insurance is the largest provider of property and casualty insurance in Canada with close to $8.0 billion in annual premiums.
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Analysis and Opinions about IFC-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 19, 2014

Property and casualty. Steady Eddie 46% earnings per share growth. This is a fragmented market and future acquisitions serve as embedded catalysts. If they can make an accretive acquisition, investors in the next 12 months will benefit.

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Intact Financial (IFC-T)
September 19, 2014

Property and casualty. Steady Eddie 46% earnings per share growth. This is a fragmented market and future acquisitions serve as embedded catalysts. If they can make an accretive acquisition, investors in the next 12 months will benefit.

TOP PICK
TOP PICK
September 16, 2014

One of the largest property/casualty insurers. They consistently make a profit underwriting, so their costs to revenue is consistently below 100%, which is very rare in insurance. Trades at 11.5X earnings. Yield of 2.66%.

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Intact Financial (IFC-T)
September 16, 2014

One of the largest property/casualty insurers. They consistently make a profit underwriting, so their costs to revenue is consistently below 100%, which is very rare in insurance. Trades at 11.5X earnings. Yield of 2.66%.

PAST TOP PICK
PAST TOP PICK
May 23, 2014

(A Top Pick May 3/13. Up 21.94%.) Still likes this. The largest PNC insurer in the country, which gives them a lot of advantages in terms of scale. Grows predominantly by acquisition, and she expects this to continue.

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(A Top Pick May 3/13. Up 21.94%.) Still likes this. The largest PNC insurer in the country, which gives them a lot of advantages in terms of scale. Grows predominantly by acquisition, and she expects this to continue.

PAST TOP PICK
PAST TOP PICK
May 22, 2014

(A Top Pick May 15/13. Up 26.97%.) A quality company. Have signalled that they are possibly looking at some acquisitions. They normally buy back shares and increase their dividend. Very high quality underwriter. Dividend of about 2.6% and expecting earnings growth of 7%-10%. A good one to own for the next 3-5 years.

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(A Top Pick May 15/13. Up 26.97%.) A quality company. Have signalled that they are possibly looking at some acquisitions. They normally buy back shares and increase their dividend. Very high quality underwriter. Dividend of about 2.6% and expecting earnings growth of 7%-10%. A good one to own for the next 3-5 years.

TOP PICK
TOP PICK
May 16, 2014

Property/casualty insurer. Q1 earnings were a little weak because of ice storms. Longer-term this is a consolidator in a highly fragmented market which is right for consolidations. CEO recently withdrew the normal course issuer bid Buy back shares because there are opportunities in the market to play. Yield of 3.08%.

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Property/casualty insurer. Q1 earnings were a little weak because of ice storms. Longer-term this is a consolidator in a highly fragmented market which is right for consolidations. CEO recently withdrew the normal course issuer bid Buy back shares because there are opportunities in the market to play. Yield of 3.08%.

TOP PICK
TOP PICK
February 7, 2014

(A Top Pick May 3/13. Up 11.09%.) They have size in scale advantage being the dominant insurer for home, auto and personal property in Ontario. Been under a little bit of pressure because of ice storms. Feels there are a lot of consolidation opportunities. Good growth story and is very defensive. Not inexpensive at 2X BV but they do have an 18% ROE, which is very good. 2.88% dividend yield.

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Intact Financial (IFC-T)
February 7, 2014

(A Top Pick May 3/13. Up 11.09%.) They have size in scale advantage being the dominant insurer for home, auto and personal property in Ontario. Been under a little bit of pressure because of ice storms. Feels there are a lot of consolidation opportunities. Good growth story and is very defensive. Not inexpensive at 2X BV but they do have an 18% ROE, which is very good. 2.88% dividend yield.

TOP PICK
TOP PICK
January 28, 2014

Personal and commercial insurance. Took a beating in 2013 as its profitability was really crimped by the flooding in Alberta and the summer storms in Ontario. Sees profitability picking up sharply in 2014 and 2015. Very well-positioned in a rapidly consolidating industry. Mid-$70s in 12 months is certainly realistic.

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Intact Financial (IFC-T)
January 28, 2014

Personal and commercial insurance. Took a beating in 2013 as its profitability was really crimped by the flooding in Alberta and the summer storms in Ontario. Sees profitability picking up sharply in 2014 and 2015. Very well-positioned in a rapidly consolidating industry. Mid-$70s in 12 months is certainly realistic.

TOP PICK
TOP PICK
November 26, 2013

(Top Pick May 15/12, Up 16.7%) Had some unknowns about rates in Ontario, and then there were the disasters across the country. Stock is up, but does not feel it is fully valued. Great dividend and dividend payout ratio. 10-11 times earnings. Good consolidator. Can grow by acquisition. Will likely grow premiums due to catastrophic losses. The Calgary flooding is behind them. A market leader.

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Intact Financial (IFC-T)
November 26, 2013

(Top Pick May 15/12, Up 16.7%) Had some unknowns about rates in Ontario, and then there were the disasters across the country. Stock is up, but does not feel it is fully valued. Great dividend and dividend payout ratio. 10-11 times earnings. Good consolidator. Can grow by acquisition. Will likely grow premiums due to catastrophic losses. The Calgary flooding is behind them. A market leader.

PAST TOP PICK
PAST TOP PICK
October 28, 2013

(A Top Pick Nov 12/12. Up 5.51%.) Property and casualty insurance. Continues to be one of the very few properties/casualty that actually writes profitable insurance business. Very strong underwriting discipline. Good dividend yield. Should do a lot better.

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Intact Financial (IFC-T)
October 28, 2013

(A Top Pick Nov 12/12. Up 5.51%.) Property and casualty insurance. Continues to be one of the very few properties/casualty that actually writes profitable insurance business. Very strong underwriting discipline. Good dividend yield. Should do a lot better.

BUY
BUY
August 29, 2013

(Market Call Minute.) Being in that part of the insurance industry is much better than being in the life side.

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Intact Financial (IFC-T)
August 29, 2013

(Market Call Minute.) Being in that part of the insurance industry is much better than being in the life side.

WATCH
WATCH
July 8, 2013

Solid company and a great way to play P&C insurance in Ontario. Recent sell off is people questioning what the impact of flooding in Calgary is going to be. It will be minimal to them. It will not impact their earnings power. There may be more issues to get through in Ontario auto.

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Solid company and a great way to play P&C insurance in Ontario. Recent sell off is people questioning what the impact of flooding in Calgary is going to be. It will be minimal to them. It will not impact their earnings power. There may be more issues to get through in Ontario auto.

BUY
BUY
June 25, 2013

Likes the company. They have been growing nicely. They were hit by the Alberta floods and that has been affecting the stock in the short term. Held up well as rates were coming down. Their liabilities are much more short term focused. They buy shorter term bonds so have less risk on the long term interest rate environment.

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Likes the company. They have been growing nicely. They were hit by the Alberta floods and that has been affecting the stock in the short term. Held up well as rates were coming down. Their liabilities are much more short term focused. They buy shorter term bonds so have less risk on the long term interest rate environment.

PAST TOP PICK
PAST TOP PICK
June 12, 2013

(A Top Pick June 21/12. Up 2.15%.) Sold some of his holdings. The big issue is the recent proposal by the Ontario government to reduce auto insurance rates. If that passes, it will slow premium growth. Still a Hold.

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(A Top Pick June 21/12. Up 2.15%.) Sold some of his holdings. The big issue is the recent proposal by the Ontario government to reduce auto insurance rates. If that passes, it will slow premium growth. Still a Hold.

WAIT
WAIT
May 17, 2013

The biggest property casualty in Canada, operates under a number of names. Has been hit recently because Ontario government has mandated lower insurance rates. Longer term is a good name to be but wait for it to bottom out.

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The biggest property casualty in Canada, operates under a number of names. Has been hit recently because Ontario government has mandated lower insurance rates. Longer term is a good name to be but wait for it to bottom out.

TOP PICK
TOP PICK
May 15, 2013

Market leader in property and casualty business. Stock has been a bit weak lately because of the mandated Ontario auto premium reductions. Likely to earn around $6 a share this year. Payout ratio is about 30%, with a 2.8% dividend yeild. Management has been acquiring businesses, and are likely to continue doing so.

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Market leader in property and casualty business. Stock has been a bit weak lately because of the mandated Ontario auto premium reductions. Likely to earn around $6 a share this year. Payout ratio is about 30%, with a 2.8% dividend yeild. Management has been acquiring businesses, and are likely to continue doing so.

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