Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Relationships with major insurance companies.
Industry leader and major consolidator.
Expanding EBITDA margins.
Five-year growth plan to double its size.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Good revenue and dividend growth.
Good track record of accretive acquisitions.
Expanding its geographic/operating markets.
Ability to pass on inflation.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Annual S&P 500 Sector Performance.
Near the beginning of the year, we mentioned that investors should be prepared to develop an ‘iron gut’ and to prepare for volatility. Then, close to the middle of the year, we noted that investors should focus on just surviving and staying the course, and now as we look to the back half of the year and into 2023, our focus is on the ‘land of opportunity’ ahead.