Willis Group Holdings Limited (WSH)
The Company provides a range of insurance brokerage, reinsurance and risk management consulting services to its worldwide clients.
Recs
Has solid earnings and good growth. Plus they should benifit from a turn-around in the insurance industry.
Recs
PEGDY screen 9_18_2009
Recs
This account tracks the performance of the investment firm Ruane, Cunniff, and Goldfarb - the investment manager of Sequoia Fund.
Recs
Company grossly overpaid for HRH acquisition and leverage is too high= high fixed costs in a declining revenue environment = cut compensation costs and commissions = lose good people = revenue decline and margin loss = falling valuation
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Soft market coupled with a bad acquisition of HRH will force price down.
Recs
With marsh takeover rumors floating around, buying this stock will fatten your wallet.
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Nice way to play reinsurance. This company is a broker so their risk is lower.
Recs
reinsurance cos look somewhat attractive - it never hurts to have one or two
Recs
could be one of the world's largest if not already brokers that deliver double digit EPS growth with strong cash flow. management is really willing to grow the business and with all that money on hand they have the resources to do it. By end of 2007, ill be aiming for $50 for this pick and two year $54 target.

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