Intact Financial

IFC-T

TSE:IFC

131.44
1.59 (1.20%)
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
May 3, 2013

Big player in auto insurance along with home insurance and small business. That tie gives them a lot of growth drivers so they can manage their business. Have preferred vendor relationships with a lot of the car repair shops. Profitability is amongst the highest in auto insurers in Ontario. Dividend yield of 2.89%.

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Big player in auto insurance along with home insurance and small business. That tie gives them a lot of growth drivers so they can manage their business. Have preferred vendor relationships with a lot of the car repair shops. Profitability is amongst the highest in auto insurers in Ontario. Dividend yield of 2.89%.

PAST TOP PICK
PAST TOP PICK
April 10, 2013

(A Top Pick June 21/12. Up 6.01%.) Cutting back a little bit because NDP in Ontario is pressuring the province to lower auto insurance rates by about 15%. The fear is that to avoid an election, the government will want to appease them. Still a Hold.

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(A Top Pick June 21/12. Up 6.01%.) Cutting back a little bit because NDP in Ontario is pressuring the province to lower auto insurance rates by about 15%. The fear is that to avoid an election, the government will want to appease them. Still a Hold.

BUY
BUY
March 28, 2013

Feels property and casualty is a much better business than the lifecos. Well-run company. Price has pulled back so you could enter at this point. Has had a good run, so it may move sideways for a bit.

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Feels property and casualty is a much better business than the lifecos. Well-run company. Price has pulled back so you could enter at this point. Has had a good run, so it may move sideways for a bit.

TOP PICK
TOP PICK
February 7, 2013

A different type of insurance company that tends to sell the type of product that the consumer HAS to have. Grows through organic and acquisition. 10% increase in dividend expected. Has clearly delivered in terms returns to shareholder. Would not be surprised to see another dividend increase a year from now.

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Intact Financial (IFC-T)
February 7, 2013

A different type of insurance company that tends to sell the type of product that the consumer HAS to have. Grows through organic and acquisition. 10% increase in dividend expected. Has clearly delivered in terms returns to shareholder. Would not be surprised to see another dividend increase a year from now.

BUY
BUY
February 6, 2013

Best managed property/casualty company in Canada but you have to be in for the long haul because you get weather events that just come out of the blue, giving volatility over time.

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Intact Financial (IFC-T)
February 6, 2013

Best managed property/casualty company in Canada but you have to be in for the long haul because you get weather events that just come out of the blue, giving volatility over time.

BUY
BUY
January 8, 2013

(Market Call Minute.) Great long-term company. Now the biggest P&C company in Canada. Best managed and a great investment team behind the P&C side.

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Intact Financial (IFC-T)
January 8, 2013

(Market Call Minute.) Great long-term company. Now the biggest P&C company in Canada. Best managed and a great investment team behind the P&C side.

PAST TOP PICK
PAST TOP PICK
December 4, 2012

(A Top Pick Dec 13/11. Up 11.08%.) Expect it will continue on. Probably another 10%-11% over the course of the next year. Quite an aggressive buyer of property/casualty companies, especially foreign subsidiaries in Canada.

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Intact Financial (IFC-T)
December 4, 2012

(A Top Pick Dec 13/11. Up 11.08%.) Expect it will continue on. Probably another 10%-11% over the course of the next year. Quite an aggressive buyer of property/casualty companies, especially foreign subsidiaries in Canada.

TOP PICK
TOP PICK
November 12, 2012

The best in casualty insurance and they are making money in insurance, which is rare. Been very successful over the last 5 years, 2.5% dividend that has risen every year. A good place to be for the next couple of years.

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Intact Financial (IFC-T)
November 12, 2012

The best in casualty insurance and they are making money in insurance, which is rare. Been very successful over the last 5 years, 2.5% dividend that has risen every year. A good place to be for the next couple of years.

TOP PICK
TOP PICK
October 19, 2012

Largest property/casualty insurer in Canada with a 17% share and a long-term objective of getting that up to 25%. Recently completed a couple of acquisitions that are going to be very accretive. Trading at less than 10X earnings. 2.6% dividend yield. Expecting it to get to $70 in 12 months.

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Intact Financial (IFC-T)
October 19, 2012

Largest property/casualty insurer in Canada with a 17% share and a long-term objective of getting that up to 25%. Recently completed a couple of acquisitions that are going to be very accretive. Trading at less than 10X earnings. 2.6% dividend yield. Expecting it to get to $70 in 12 months.

PAST TOP PICK
PAST TOP PICK
October 1, 2012

(A Top Pick Sept 22/11. Up 11.67%.)

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Intact Financial (IFC-T)
October 1, 2012

(A Top Pick Sept 22/11. Up 11.67%.)

PAST TOP PICK
PAST TOP PICK
September 19, 2012

(A Top Pick Sept 16/11. Up 14.22%.) Still likes.

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Intact Financial (IFC-T)
September 19, 2012

(A Top Pick Sept 16/11. Up 14.22%.) Still likes.

BUY
BUY
September 6, 2012

(Market Call Minute) Steady performer and they are consolidating the space.

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Intact Financial (IFC-T)
September 6, 2012

(Market Call Minute) Steady performer and they are consolidating the space.

BUY
BUY
August 9, 2012

Likes this one, especially when you compare it to some of the other Canadian insurers. The beta is very low versus the TSX. 2.6% dividend yield with a growth rate over the next 3 years of about 9%.

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Likes this one, especially when you compare it to some of the other Canadian insurers. The beta is very low versus the TSX. 2.6% dividend yield with a growth rate over the next 3 years of about 9%.

PAST TOP PICK
PAST TOP PICK
July 30, 2012

(A Top Pick June 14/11. Up 20.39%.) Brilliant management. If you like blue chip companies, this is one you should Buy. 2.5% dividend yield.

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(A Top Pick June 14/11. Up 20.39%.) Brilliant management. If you like blue chip companies, this is one you should Buy. 2.5% dividend yield.

PAST TOP PICK
PAST TOP PICK
July 18, 2012
(A Top Pick Sept 22/11. Up 17.5%.) Defensive because they have a decent dividend and a P&C insurer. Have been growing pretty well. Just made an acquisition that is going to increase their market share in specialty insurance. Still likes.
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(A Top Pick Sept 22/11. Up 17.5%.) Defensive because they have a decent dividend and a P&C insurer. Have been growing pretty well. Just made an acquisition that is going to increase their market share in specialty insurance. Still likes.
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