Chris Lowe, BA, MBA
Member since: Aug '04
Senior Vice President and Portfolio Manager at
AIC Limited
AIC Limited
17 Opinions
Latest Top Picks
With Eliot Spitz going after Marsh & McLennan, expects a lot of business will be turned over to this company.
Strong management. Took over a direct insurance business last April. Also acquired a trust. Changing from an interest driven business.
The 3rd largest insurance broker in the world. Has some special brokerage skills which is driving market share up. Very strong company.
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BUY
BUY
November 12, 2004
A phenominal bank and will probably remain so. Its approach to efficiency is what other banks try to emulate.
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A phenominal bank and will probably remain so. Its approach to efficiency is what other banks try to emulate.
banks
HOLD
HOLD
November 12, 2004
Has grown up very quickly in the last 10 years or so. Now trying to morph into a retail bank which has proven to be painful. Has not been able to change its cost base quick enough to handle the circumstances.
Show full opinionHide full opinionHas grown up very quickly in the last 10 years or so. Now trying to morph into a retail bank which has proven to be painful. Has not been able to change its cost base quick enough to handle the circumstances.
trust, savings and loan
BUY
BUY
November 12, 2004
Probably their favourite lifeco in Canada. Will probably go on the acquisition trail in the US.
Show full opinionHide full opinionProbably their favourite lifeco in Canada. Will probably go on the acquisition trail in the US.
insurance
DON'T BUY
DON'T BUY
November 12, 2004
A good operator. Have been very slow at trying to make more of the Harris Bank business. Sees better value elsewhere.
Show full opinionHide full opinionA good operator. Have been very slow at trying to make more of the Harris Bank business. Sees better value elsewhere.
banks
HOLD
HOLD
November 12, 2004
Has a very strong franchise in Quebec. The management team is extremely focused on making a good return.
Show full opinionHide full opinionHas a very strong franchise in Quebec. The management team is extremely focused on making a good return.
banks
TOP PICK
TOP PICK
November 12, 2004
With Eliot Spitz going after Marsh & McLennan, expects a lot of business will be turned over to this company.
Show full opinionHide full opinionWith Eliot Spitz going after Marsh & McLennan, expects a lot of business will be turned over to this company.
insurance
TOP PICK
TOP PICK
November 12, 2004
Strong management. Took over a direct insurance business last April. Also acquired a trust. Changing from an interest driven business.
Show full opinionHide full opinionStrong management. Took over a direct insurance business last April. Also acquired a trust. Changing from an interest driven business.
banks
BUY
BUY
November 12, 2004
A strong business and with its assets it will continue to be so.
Show full opinionHide full opinionA strong business and with its assets it will continue to be so.
finance/leasing
BUY
BUY
November 12, 2004
Extremely good retail banking skills. Has a tremendous brokerage business. A good long term hold.
Show full opinionHide full opinionExtremely good retail banking skills. Has a tremendous brokerage business. A good long term hold.
banks
VAGUE
VAGUE
August 6, 2004
Has a history of very strong acquisition record. Liked the John Hancock acquisition but integration will not be easy.
Show full opinionHide full opinionHas a history of very strong acquisition record. Liked the John Hancock acquisition but integration will not be easy.
insurance
BUY
BUY
August 6, 2004
Has done a good job of acquisitions, integrations and driving down costs.
Show full opinionHide full opinionHas done a good job of acquisitions, integrations and driving down costs.
banks
BUY
BUY
August 6, 2004
A premium business so it warrants its premium valuation. Triple A rated. Well regarded in China.
Show full opinionHide full opinionA premium business so it warrants its premium valuation. Triple A rated. Well regarded in China.
insurance
TOP PICK
TOP PICK
August 6, 2004
The 3rd largest insurance broker in the world. Has some special brokerage skills which is driving market share up. Very strong company.
Show full opinionHide full opinionThe 3rd largest insurance broker in the world. Has some special brokerage skills which is driving market share up. Very strong company.
insurance
BUY
BUY
August 6, 2004
Favorite in the Canadian life companies. Has a better equity kick than other life companies.
Show full opinionHide full opinionFavorite in the Canadian life companies. Has a better equity kick than other life companies.
insurance
BUY
BUY
August 6, 2004
Rumors of a takeover bid by Citibank. Price is increasing on these rumors. 5% dividend.
Show full opinionHide full opinionRumors of a takeover bid by Citibank. Price is increasing on these rumors. 5% dividend.
banks
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