Global insurance broker Willis Group Holdings (WSH) is an interesting investment opportunity right now. The $7.5B market cap company is facing a favorable pricing environment for its risk management services and the insurance brokerage operations will probably see better pricing in the months to come. Willis has also done a good job of generating consistent sales growth over the last five years. These factors compliment the firm's industry leading position. At the same time though, WSH is facing several company specific risks including the need to (further) restructure its operations and rebuild its franchise to take advantage of the acquisition of Hilb Rogal & Hobbs Co (completed in 2008 for $2.1B in cash and stock). In addition, WSH...
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