Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

Capitalize On The US/UK Recovery With Unum Group

Unum Group (NYSE:UNM) is a major provider of disability insurance in the US and the UK. Revenues have been more or less stagnant for a few years largely based on a weak labor market in both countries and the lack of the much-hoped-for L-shaped recovery. Alas, most rationale investors probably understand by now that the labor market recovery is likely to be protracted and slow. At the same time though, the recovery finally appears to be taking hold, a higher interest rate environment is slowly approaching (albeit in fits and starts), and the UK has maybe the strongest developed economy in the world right now. All of this bodes well for the conservatively run UNM group. While the...

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