Intact Financial (IFC.TO)

(Market Call Minute.) Great long-term company. Now the biggest P&C company in Canada. Best managed and a great investment team behind the P&C side.

(A Top Pick Dec 13/11. Up 11.08%.) Expect it will continue on. Probably another 10%-11% over the course of the next year. Quite an aggressive buyer of property/casualty companies, especially foreign subsidiaries in Canada.

The best in casualty insurance and they are making money in insurance, which is rare. Been very successful over the last 5 years, 2.5% dividend that has risen every year. A good place to be for the next couple of years.

Largest property/casualty insurer in Canada with a 17% share and a long-term objective of getting that up to 25%. Recently completed a couple of acquisitions that are going to be very accretive. Trading at less than 10X earnings. 2.6% dividend yield. Expecting it to get to $70 in 12 months.

(A Top Pick Sept 22/11. Up 11.67%.)

(A Top Pick Sept 16/11. Up 14.22%.) Still likes.

(Market Call Minute) Steady performer and they are consolidating the space.

Likes this one, especially when you compare it to some of the other Canadian insurers. The beta is very low versus the TSX. 2.6% dividend yield with a growth rate over the next 3 years of about 9%.

(A Top Pick June 14/11. Up 20.39%.) Brilliant management. If you like blue chip companies, this is one you should Buy. 2.5% dividend yield.