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Investor Insights

This summary was created by AI, based on 8 opinions in the last 12 months.

Trisura Group is a specialty insurance company with strong numbers and significant growth potential. The company has shown impressive growth in insurance revenue and operating net income, along with a substantial increase in net investment income. Although there are concerns about write-downs and unrealized losses, the company's core operations have demonstrated strength and potential for future growth. Overall, it is considered a high-quality and profitable business with some growth challenges that need to be addressed in the coming quarters.

Consensus
Positive
Valuation
Fair Value
BUY ON WEAKNESS
Trisura Group

It's floating between 2x and 4x book value, now heading lower. He'd heavily buy at $35. Shares now are okay. He targets $60.

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DON'T BUY
Trisura Group

All reinsurance in property & casualty business. Really expensive in Canada. IFC is the monster, DFY is a newer entrant. He owns none of them. Likes the business, but valuation is too high.

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BUY
Trisura Group

Specialty insurance company with large US book. Volatile stock, but will continue to hold shares. Well run company. High growth company. Insurance lines can product write downs, but management teams learning from mistakes. Expecting growth multiple to grow. Expecting all time stock highs going forward. 

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COMMENT
Trisura Group

It is a specialty insurance company and the numbers have been good. He has a couple of others. in the sector.

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PARTIAL BUY
Trisura Group

It is a high quality specialty insurance company. He didn't buy because he felt like he missed the buying opportunity. You could get exposure now - it is well managed and the numbers are good.

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HOLD
Trisura Group
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

EPS of $0.31 missed expectations of $0.4229 and revenues of $769.94M beat estimates of $758.69M. Insurance revenue grew by 32.7% in the quarter, reflecting sustained momentum across North America. Its operating net income was up 50.2%, driven by profitable growth in Canada and core operations in the US. Its net income was impacted by the run-off of a US program and unrealized losses in the investment portfolio, partially offset by one-time benefits in the primary lines business. Its net investment income grew substantially, due to higher risk-adjusted yields and an increased size of the investment portfolio. Its operating ROE of 20.2% exceeded its target, demonstrating the strength of its core operations. Its EPS estimates jump from FY2023 to FY2024 on a GAAP basis, however, non-GAAP, this EPS estimate goes from $2.40 to $2.64. Its balance sheet expanded, it has been issuing less shares than in previous quarters, and shares increased following results, indicating that investors are largely pleased with the results. 

Its write-downs are still looming, but its core operations have shown strength and we think it begins to demonstrate its ability to execute and grow in future quarters.
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TOP PICK
Trisura Group

Has followed business for a long term. Small cap insurance provider that has lots of room for growth. Massive growth the past few years. Taking lessons learned in Canada into the US market. Current share price a great place to buy. Problems from the past year being fixed very quickly. Higher interest rates not presenting problem for the company with cash flow. 

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WEAK BUY
Trisura Group

Great business, unique. Very profitable, very high ROE and growth. Growing pains include needing more capital. Hiccup spooked investors. Will take a few more quarters to soothe the market that no skeletons remain. Pretty good value here.

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Unspecified
Trisura Group

It was spun out from Brookfield and has good management. He likes it but doesn't own based on valuation.

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BUY
Trisura Group

Really likes insurance names. Financials have been under pressure, especially in the US. But US insurance names are doing really well. It's turning up, improving. Higher for longer should be a tailwind. Important support level around $30, so limit risk to recent lows. $36 and $42 are next major resistance levels.

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BUY
Trisura Group

An insurance company. P&C insurance benefits from yearly renewable contracts. TSU is in a good position.

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premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
Trisura Group
(A Top Pick Nov 01/22, Down 3.1%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with TSU has triggered its stop at $35.  To remain disciplined, we recommend covering the position at this time.  

0
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
Trisura Group
(A Top Pick Nov 01/22, Up 25.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TSU is progressing well. To remain disciplined, we recommend trailing up the stop to $35 at this time.
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BUY
Trisura Group
Stable P&C business growing nicely in Canada. Cashflow from that is funding a US surety and specialty insurance business, which is wildly profitable and growing fast. Smart CEO. Good growth, high ROE, lots of optionality.
0
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Trisura Group
Stockchase Research Editor: Michael O'Reilly We reiterate TSU, a specialty insurance company focusing on surety bonds, corporate and fee based insurance services as a TOP PICK. The company recently acquired another Canadian surety business, which will be accretive to earnings. We recommend trailing up the stop (from $26) to $31, looking to achieve $56 -- upside potential over 45%. Yield 0% (Analysts’ price target is $56.29)
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Showing 1 to 15 of 24 entries

Trisura Group (TSU-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 6

Stockchase rating for Trisura Group is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Trisura Group (TSU-T) Frequently Asked Questions

What is Trisura Group stock symbol?

Trisura Group is a Canadian stock, trading under the symbol TSU-T on the Toronto Stock Exchange (TSU-CT). It is usually referred to as TSX:TSU or TSU-T

Is Trisura Group a buy or a sell?

In the last year, 6 stock analysts published opinions about TSU-T. 4 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Trisura Group .

Is Trisura Group a good investment or a top pick?

Trisura Group was recommended as a Top Pick by on . Read the latest stock experts ratings for Trisura Group .

Why is Trisura Group stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Trisura Group worth watching?

6 stock analysts on Stockchase covered Trisura Group In the last year. It is a trending stock that is worth watching.

What is Trisura Group stock price?

On 2024-07-22, Trisura Group (TSU-T) stock closed at a price of $43.83.