1. All
  2. Commentary
  3. Headlines
    1. Aflac Offers Mixed Picture of Sales; No Change to Our Fair Value Estimate


      Wed, 29 Apr 2015

      Narrow-moat Aflac ’s first-quarter operating trends were ..... million, whereas operating margin for Aflac Japan was flat at 22%. That said, our ..... the company. In a low rate environment, Aflac continues to retool its product mix by placing

    2. Strong Japan Sales Help Aflac ’s 4Q Results; No Change to FVE


      Wed, 4 Feb 2015

      Narrow-moat Aflac ’s fourth-quarter results were again ..... currency movements. But operating trends for Aflac Japan improved, with margins expanding 20 ..... currency effect, on a per share basis, Aflac earned $1.37, which was better than

    3. Smead Capital: 4Q 2014 Shareholder Letter


      Thu, 22 Jan 2015

      movement away from emerging markets by U.S. investors. Aflac put up with massive yen weakness and struggled to overcome a preoccupation on the part of small to medium ..... Fargo & Co., 4.40% of Cabela’s Inc., 4.39% of Aflac Inc., 4.09%of JPMorgan Chase & Co., and 4.00

    4. Financial Services: Bargains Still Hard to Find


      Tue, 30 Dec 2014

      if rates fail to rise as expected. Insurance companies such as Principal Financial Group PFG, Torchmark TMK, and Aflac AFL should also benefit from higher interest rates, and we project earnings per share to increase anywhere from 30% to 50

    5. Sales in Japan Remain Subdued for Aflac in 3Q


      Wed, 29 Oct 2014

      Aflac 's third-quarter results were marred by ..... Japanese economy clearly had a negative effect on Aflac 's performance in the quarter, with operating ..... insurance and medical products, as reflected in Aflac 's quarterly results.

    6. Aflac ’s Policy Sales Continue to Fall in 2Q; No Change to Our Fair Value Estimate


      Wed, 30 Jul 2014

      Aflac ’s second-quarter results were marred by ..... in WAYS life policy sales. Nonetheless, Aflac was able to hold its margins at 20% through ..... 60 per share and narrow moat rating for Aflac . We continue to see troubles brewing in Aflac

    7. Checking Retirement Readiness--and Streamlining Along the Way


      Tue, 3 Jun 2014

      IRA: Consumer Discr Select SPDR XLY 8,228 0.40 Don's Rollover IRA: Cash 427 0.02 N/A Don's Rollover IRA: Aflac AFL 11,655 0.57 Don's Rollover IRA: Cigna CI 9,291 0.45 Don's Rollover IRA: Covidien COV 11,020 0.54 Don

    8. Aflac's Japan Sales Slow in 1Q; Our Long-Term View Remains Intact


      Wed, 30 Apr 2014

      Excluding the impact of foreign currency, Aflac 's first-quarter operating earnings ..... interest-rate environment in which Aflac operates, the company chose to de ..... a cost advantage in distribution. Aflac 's sales method, primarily through

    9. Smead Capital Management Shareholder Letter 1Q 2014


      Wed, 16 Apr 2014

      two of our eight criteria. Gannett, Aflac and Franklin Resources were our poorest ..... suffered fear original to the company. Aflac ’s investor disinterest can be attributed ..... Japan. We anticipate good growth for AFLAC from their great branding in the US

    10. How Will Abenomics Force This Stock to Evolve?


      Fri, 11 Apr 2014

      national health-care coverage, Aflac AFL has a unique long-term growth opportunity ..... critical that investors understand how Aflac will navigate this challenging environment ..... of it. At a minimum, we believe Aflac 's product and investment strategies

    « Prev12345Next »
    Content Partners