The Stock Pickers Digest Hotline – Friday, December 5, 2008

NORTHBRIDGE FINANCIAL CORP. $38.40, symbol NB on Toronto, rose over 26% this week after Fairfax Financial Holdings, symbol FFH on Toronto, announced that it will make an offer to acquire the shares of Northbridge it does not already own. Fairfax hopes to complete the transaction… Read More

Hold Kingsway, Buy Northbridge

NORTHBRIDGE FINANCIAL CORP. $31 (Toronto symbol NB; SI Rating: Speculative) (416-366- 9544; no web site; Shares outstanding: 47.7 million; Market cap: $1.5 billion) is one of the largest commercial property and casualty insurers in Canada. This includes commercial businesses, homes and vehicles. Around 88% of… Read More

Buy Northbridge, Hold Kingsway

NORTHBRIDGE FINANCIAL CORP. $35.75 (Toronto symbol NB; SI Rating: Speculative) (416-366- 9544; no web site; Shares outstanding: 49.7 million; Market cap: $1.7 billion) is one of the largest commercial property and casualty insurers in Canada. This includes commercial businesses, homes and vehicles. Around 88% of… Read More

The Stock Pickers Digest Hotline – Friday, February 29, 2008

AUTODESK, INC. $31.09, symbol ADSK on Nasdaq, fell more than 15% this week, despite higher earnings in the fiscal fourth quarter ended January 31, 2008. Earnings per share excluding one-time items rose 13%, to $0.52 from $0.46. However, consensus expectations were for earnings of $0.54… Read More

Pick Of The Niche Insurance Stocks

KINGSWAY FINANCIAL SERVICES $15.83 (Toronto symbol KFS; SI Rating: Speculative) (905- 629-7888; www.kingsway-financial.com; Shares outstanding: 55.9 million; Market cap: $880.6 million) offers automobile insurance for drivers that standard auto insurers have rejected. This could be because of their poor driving record, vehicle type, place of… Read More

These Two Profit From Riskier Clientele

HOME CAPITAL GROUP INC. $38.39 (Toronto symbol HCG; SI Rating: Extra Risk) (1-800-990-7881; www.homecapital.com; Shares outstanding: 34.5 million; Market cap: $1.3 billion) is a federally regulated trust company offering residential first mortgages to small business owners, the self-employed and others who don’t meet the stricter… Read More

Buy Northbridge For Value

NORTHBRIDGE FINANCIAL CORP. $34.30 (Toronto symbol NB; SI Rating: Speculative) (416- 366-9544; no web site; Shares outstanding: 50.9 million; Market cap: $1.7 billion) reported 27% lower earnings per share in the three months ended March 31, 2007, to $0.89 from $1.22.

However, the company has exited… Read More

These 2 Niche Insurers Offer Value

KINGSWAY FINANCIAL SERVICES $24.55 (Toronto symbol KFS; SI Rating: Speculative) (905- 629-7888; www.kingsway-financial.com; Shares outstanding: 55.9 million; Market cap: $1.4 billion) offers automobile insurance for drivers considered too risky by standard auto insurers. Major insurers may also reject them due to their poor payment history,… Read More