Earnings just climbed 16.1% at Trisura Group

Earnings just climbed 16.1% at Trisura Group

On June 22, 2017, Brookfield Asset Management Inc. (now Brookfield Corp.) spun off its specialty insurance business as Trisura Group.

Today this specialty insurer is a sterling example of why we love spinoffs and the power they have to outperform their competitors. We first recommended this firm… Read More

The best investors’ intelligence may seem to be gained from their ability to make sense of unpredictable events—but we think there are better things to look for

The best investors’ intelligence may seem to be gained from their ability to make sense of unpredictable events—but we think there are better things to look for

Worrying too much about the wrong things, like unpredictable stock market events, takes a toll on results and diminishes an investor’s intelligence
Many investors spend a lot of time worrying about the wrong things. In particular, they worry about things that are unpredictable. Even if they… Read More

What is Pat’s commentary for the week of May 2, 2023

This week’s Spotlight analysis of Alimentation Couche-Tard shows that the potentially risky tactic of growth-by-acquisition can pay off nicely when a well-managed company applies that strategy conservatively in a fragmented industry with low-risk takeover opportunities.

We first recommended Alimentation Couche-Tard in December 2008, at $15.50 a.. Read More