Loblaw faces intensifying competition, but Shoppers acquisition may prove a smart strategic move.
Near-term earnings estimates decline, due to compressed retail energy margins and a higher tax rate.
Aristocrat is positioned well for emerging market growth with a strong line-up of gaming content.
Markel will make a transformative acquisition with its purchase of Alterra.
Given the importance of management's discretion to properly allocate capital, recent management shakeups may have disrupted the business.HCC's acquisition-centric business model adds overpayment and integration risks.The company has a fairly large exposure to municipal bonds through its investment
Progressive has successfully adjusted its pricing to account for elevated claims activity.
Infinity's recent profitability has been hit by adverse reserve developments.
Cincinnati has posted strong recent results on premium growth and reduced catastrophe claims.
Travelers allocates capital well, but its diversified product line does not lead to a moat.
Chubb is beginning to benefit from the effects of an improved pricing market.