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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
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Growth was positive and recent acquisitions look good. The company is following the strategy set out by CSU buying and building. The stock is largely ignored by analysts. Better to pick a weighting than wait for the right price. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Although the stock has not moved, the basic thesis has not changed. There is some weakness in South America which has impacted their acquisition. With no dividend, there is an opportunity cost to the stock, but outlook remains intact. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Technology, industrials and consumer discretionary are the areas that are expected to outperform in the coming months. A drift up in the markets are expected and corporate earnings remain good. There is a lot of cash on the sidelines that will be deployed when time comes. Unlock Premium - Try 5i Free
