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| SELL | 16.080 | Bruce Campbell | Replace this with Power Financial (PWF-T)? This one has never been his favourite. If you make this trade, you are getting Investors Group as well as a big piece of Great West Life (GWO-T) at a good entry point. He would make this trade very | 2012-01-03 | |
| PAST TOP PICK | 15.630 | Colin Stewart | (A Top Pick Dec 14/10. Down 11.46%.) Asset management business is a tough place to be right now. | 2011-12-09 | |
| DON'T BUY | 15.510 | John O'Connell, CFA | This one will trade in line with the equity markets. The dilemma with all the fund management companies is the competition with low-cost ETF’s. ETF business is going to continue to put pressure on margins of fund companies. | 2011-11-02 | |
| DON'T BUY | 14.310 | Jeff Parent B. Eng. FCSI | Likes these companies but they have a lot of competition. Currently trading at the July/10 lows. Would like to see it get back to about $15.30 before buying. If you buy, put a fairly tight stop of about $13.95 | 2011-10-14 | |
| WAIT | 15.300 | Norman Levine | Long-term outlook for this space is very good. In the near term there is no rush to buy it. Demographics are that baby boomers will be inheriting a lot of money and retiring and this will be a good area. | 2011-09-23 | |
| HOLD | 18.150 | Richard Fogler | A Good company. When you look at market in the last few months it was ‘bla’ and stocks that use the stock market are also ‘bla’. Good dividend and an easy stock to own. | 2011-07-22 | |
| HOLD | 18.180 | Jim Huang | Financial company leveraged to equity markets. Assuming stock market will have a reasonable environment, they are good franchise and pay a good dividend, which they freakily increase. Prefers others. | 2011-07-13 | |
| BUY | 19.230 | Colin Stewart | Likes it. One of the largest mutual fund companies in Canada. 5% dividend. Won't get bought out in the near term but some probability it could be acquired. | 2011-06-10 | |
| BUY | 18.900 | Colin Stewart | One of the largest mutual fund companies in North America. If it was every sold, he thinks it would be acquired for significantly more than it trades for now. | 2011-03-24 | |
| TOP PICK | 18.590 | Colin Stewart | One of the few large stand-alone Cdn mutual fund companies left. Trades at a low multiple of 5.5 to 6 times EBITDA. Attractive 5%+ dividend. Recently acquired Acuity and has strategic value at some point for an acquirer. | 2010-12-14 | |
| BUY | 15.540 | Douglas Kee | Well-managed company. By Example, CI’s best fund doubled in 15 years but stock is worth 5 times its value. Mutual fund companies’ stock does better than the funds. | 2010-06-02 | |
| BUY | 16.670 | David Baskin | Money management sector has been lacklustre because people were not buying mutual funds after the market crash in 2008. An enormous amount of money is in money market funds and bond funds earning little because people are still nervous. Eventually that money is going to move back into stocks. Companies like this will resume their growth pattern. | 2010-05-10 | |
| DON'T BUY | 17.850 | David Taylor, MBA, CFA | Comes up on the screen all the time because fundamentally it looks cheap but he can't find the catalyst. Fold funds is basically negative every quarter. Very competitive industry. | 2010-04-13 | |
| DON'T BUY | 17.290 | Norman Levine | Not his favourite. Not that well run, and not been able to attract assets like others due to people leaving. IGM would be number 1 pick. | 2010-03-09 | |
| BUY | 16.020 | Stan Wong | Would be his choice in the Canadian financial space. 6.2% yield. | 2010-02-04 | |
| DON'T BUY | 15.580 | Jason Donville | Interesting company. Lost one of their star managers so there is something wrong at the top. Valuation looks pretty attractive but if you can't be happy with management, you should move on. He prefers Gluskin-Sheff (GS-T). | 2010-01-22 | |
| DON'T BUY | 15.880 | Michael Smedley | Just lost a nice lady, who was a high performer. This is a season when you want all you stars in a line. Doesn’t look like it will be taken out. Would be better in a CI, or the like. | 2010-01-21 | |
| BUY | 14.480 | John Zechner | (Market Call Minute) Buy because of market leverage. | 2009-09-08 | |
| HOLD | 12.770 | Paul Gardner, CFA | Never liked it. Never liked the mutual fund space. Doesn’t think we will see much movement in this one or in the sector. Dividend is safe | 2009-05-04 | |
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| HOLD | 10.630 | Andrew Guy, CFA | (Market Call Minute) Questionable security behind some loans. Stock has run up on the expected sale of the company. Doesn’t think it is going to happen. | 2009-04-17 | |
| HOLD | 8.250 | John Zechner | Buying back stock and generating cash. Now you wait and are as cheap as he's seen for a while. Very cheap. Good dividend. | 2009-03-16 | |
| HOLD | 8.000 | Bruce Campbell | Has 2 parts. Mutual fund side, which is a leveraged way that if you get it at the bottom you have good upside. Also has a trust side which could be a big problem. | 2009-01-26 | |
| DON'T BUY | 10.480 | Andrew Guy, CFA | Mutual funds are very market sensitive so you don't want to own one until you know the market is going up. This one has some challenges. They were lending a lot of money against the purchase of mutual funds. It has been a headache but they will probably do okay with it. | 2009-01-06 | |
| DON'T BUY | 13.260 | Jim Huang | Have a lot of challenges right now. Besides the market there are some internal issues. | 2008-11-05 | |
| SELL | 14.080 | Hap (Robert) Sneddon FCSI | Its livelihood will likely be tied to the markets. Hold if you don’t need the money or sell | 2008-10-08 | |
| BUY | 39.000 | Robert McWhirter | Good management. Gathering assets and their performance is very good. Reasonably priced. | 2007-07-10 | |
| BUY on WEAKNESS | 36.320 | Peter Brieger | a great company. Chart is not bad compared to others in it's sector. Are doing some interesting things. He doesn't own it, but likes it. Would buy if it was cheaper. | 2007-06-29 | |
| DON'T BUY | 31.480 | Peter Brieger | Price earnings ratio makes it too expensive. Would prefer IGM Financial (IGM-T) at about 15 X earnings or Saxon Financial (SFI-T) at about 17 x’s. | 2007-03-21 | |
| TOP PICK | 30.880 | Patrick Kim | Has performed well. Have been delivering the numbers. International expertises with 40% of their assets in international equities. | 2007-02-22 | |
| BUY | 28.310 | Jonathen Wellum, B. Comm, B. Sc | Thrilled with the way they have turned around. Expect you will see 12%-15% type growth. | 2007-02-09 | |
| BUY | 27.500 | Norman Levine | This was a troubled company with a loss of some portfolio managers but it has been recovering. If you want a proxy for the stock market, this is as good as anybody. Prefers IGM (IGM-T). | 2007-01-31 | |
| HOLD | 25.250 | Ross Healy | Trading above its fair market value. In the mutual fund family it is one of the more stable and well run of the group. | 2006-12-04 | |
| DON'T BUY | 23.180 | Chris Smith | Benefited tremendously from speculation on an income trust, conversion. Have a good franchise. Broadly diversified by the product lines. Doesn't think there's a lot more left in the stock. | 2006-10-25 | |
| DON'T BUY | 21.800 | Bruce Campbell | Cheap for reason. Rumours of a takeover have been around for years, but he has no reason to believe it will come to be. Expect it will stay cheap. | 2006-09-11 | |
| DON'T BUY | 24.800 | Jean-Francois Tardif | Had some issues, but are doing better. Stock has done well and the stock market has done well. Feels that the stock market will struggle over the next few years, so not very bullish on mutual funds. Mutual funds are struggling to raise new money. | 2006-04-19 | |
| DON'T BUY | 25.000 | Paul Gardner, CFA | Have struggled over the last couple of years with loss of assets. Fully priced. | 2006-04-04 | |
| BUY | 17.970 | David Taylor, MBA, CFA | Expects a continuation of the consolidation of the money management industry. Dirt cheap and its margins are high. 4% dividend. | 2005-08-29 | |
| DON'T BUY | 17.640 | Peter Brieger | Feels that better times are ahead for all mutual fund companies. Have struggled with redemptions recently, but they are going back to their core business. Expect there will be non-core assets that are up for sale. Expensive compared to CI Funds (CIX-T). Likes the company and senior management and would look at it if it came off | 2005-07-21 | |
| BUY | 16.990 | Rob Callander | In spite of the threat of higher interest, the financial sector is still good to be in. Likes the outlook for this company, as well as CI Funds (CIX-T). Power Corp (POW.SV-T) is a good way to play the whole investors group thing. | 2005-04-20 | |
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| BUY | 17.490 | Bill MacLachlan | Has been a bit of a laggard compared to the overall financial sector. Feels it should be valued closer to the mid $20's. Good buy at the current level. Made some good acquisitions and feel that more may be coming. Not a lot of downside risk. | 2005-03-24 | |
| DON'T BUY | 15.800 | Gordon Higgins, CA, MBA | Have been losing assets when Brandeis left. Have to be careful. | 2004-12-02 | |
| DON'T BUY | 16.270 | David Baskin | Under a cloud as they are under investigation. Also has management problems. Not a fan of mutual fund companies because of the pressure re: high fees and high expenses. | 2004-10-04 | |
| DON'T BUY | 17.460 | Fred Pynn | Struggling over several years. Have very attractive asset base. But do not see any asset growth. | 2004-08-31 | |
| BUY | 17.500 | Peter Brieger | Well-managed. A good entry point. An alternative would be Power Financial with their major interest in Investors Group and Great West Life. | 2004-08-04 | |
| PAST TOP PICK | 17.860 | James Cole, BA, CFA | (Past top pick Jan 25/02. Down 29%.) Suffered when Brandeis left them. | 2004-06-30 | |
| BUY | 18.000 | David Taylor, MBA, CFA | Cheap. Compared to some of its peers, the payout ratio is low so they can increase their dividend. A very good franchise. | 2004-06-22 | |
| DON'T BUY | 17.500 | Norman Levine | Acquisition of Cyprus gives them a bigger presence on the West Coast. Feels there's better companies in the money management area. | 2004-06-18 | |
| BUY | 18.450 | Michael Smedley | Very good purchase, good hold. Attractive. | 2004-06-16 | |
| BUY | 18.450 | Ian Nakamoto | Good co. could be a take over. | 2004-06-14 | |
| DON'T BUY | 18.300 | Norman Levine | Mutual fund money flows have been very good lately bringing money into the market. The correction were going through may and it for a little while. Not a fan of management. | 2004-04-21 | |
| BUY | 19.460 | David Taylor, MBA, CFA | Reluctant to other fund companies, they are cheap. The duo voting structure is holding them back. | 2004-04-06 | |
| BUY | 18.000 | Mike Weir | Feels it is the best company to hold in a mutual fund stock. Have good growth opportunity. | 2004-01-26 | |
| BUY | 16.750 | Peter Brieger | A first rate company.Good prospects for global growth.Will be an excellent long-term participant in the market. | 2003-08-27 | |
| PAST TOP PICK | 16.690 | John Sinkins, CFA | (Was a top pick on May 14. Up 19%) Expects more upside. | 2003-07-28 | |
| DON'T BUY | 15.500 | Kyle McKay | Has not done as well in the last year as there has been a deteriation in the market. Cdn$ has impacted them. | 2003-07-03 | |
| BUY | 15.740 | Jonathen Wellum, B. Comm, B. Sc | Have dropped, along with the stock market. If economy strengthens, this should move back up. Good management. | 2003-06-24 | |
| BUY | 14.100 | Brian Acker, CA | 2003-06-09 | ||
| TOP PICK | 14.100 | Brendan Caldwell | A good way to leverage yourself to the Cdn market. Good price. | 2003-06-09 | |
| TOP PICK | 13.880 | John Sinkins, CFA | Well managed and good dividend. Near a historic low. | 2003-05-14 | |
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| BUY | 13.200 | Brian Acker, CA | Looks really cheap. | 2003-05-06 | |
| WEAK BUY | 12.170 | Richard Stone | Brandeis leaving has created a hole. Has increased their dividends. There are two sets of shares, the B shares being non-voting. Have to be patient. Keep watch on it. | 2003-04-21 | |
| DON'T BUY | 12.180 | David Taylor, MBA, CFA | In a good niche. Not happy how they lost the Brandeis business. Net cash negative. Prefers Investors Group. | 2003-04-15 | |
| PAST TOP PICK | 12.250 | John Sinkins, CFA | (Was a top pick on Feb 24. Down 5.7%.) Still likes. Well managed. Good price. | 2003-03-31 | |
| DON'T BUY | 13.050 | Brendan Kyne | Results are down, but raised their dividends. Expects funds will continue to have problems. | 2003-03-26 | |
| WEAK BUY | 13.440 | David Baskin | Fund business has not been great. Expects some consolidations of some companies. | 2003-03-04 | |
| HOLD | 13.220 | Mike Weir | Leaders in their sector, and expect they can get back into a growth pattern. | 2003-02-10 | |
| BUY | 13.530 | Peter Hodson | A good proxy for the mutual fund sector. Well managed. Great balance sheet. | 2003-02-04 | |
| DON'T BUY | 15.650 | David Burrows | Not the leader in their sector. Prefers Investors Group. | 2003-01-13 | |
| BUY | 15.800 | Michael Sprung | Good company. Expects equity market to start moving up. | 2003-01-06 | |
| BUY | 15.350 | Jeff Morrison | Thinks equities will rebound. | 2002-12-27 | |
| TOP PICK | 51.400 | John Sinkins, CFA | Well run company. Good cash flow. Good price. | 2002-12-18 | |
| BUY | 13.700 | Ross Healy | Cheap. Earnings are holding up. Should have good upside. | 2002-10-23 | |
| TOP PICK | 14.950 | Gavin Graham | Moving into "back office service business" in a big way. Cheap. | 2002-09-20 | |
| BUY | 15.160 | Mike Weir | A leader in their sector. Should do well in the long term. | 2002-09-19 | |
| BUY | 17.250 | Steven Wippersteg | A premier mutual fund company. Will do well when there is a pick up in capital markets. A reasonable price for the long term. | 2002-08-30 | |
| BUY | 18.720 | Jonathen Wellum, B. Comm, B. Sc | Well run. Reasonably valued. | 2002-08-21 | |
| WAIT | 18.950 | Gavin Graham | Good management. May be dead money for a few months. | 2002-08-20 | |
| BUY | 17.750 | Peter Brieger | Expanding into the U.K. and Japan. A long term hold. | 2002-08-14 | |
| HOLD | 17.250 | Ian Nakamoto | A high quality company. | 2002-07-04 | |
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| DON'T BUY | 17.550 | David Baskin | Wait for sales to pick up in the next 2/3 quarters. | 2002-07-03 | |
| BUY | 17.920 | Brendan Caldwell | Should do well. | 2002-07-02 | |
| WEAK BUY | 21.710 | Michael Smedley | Hasn't moved since terminating Brandes Investment Partners. Still looking for a replacement. Should go up. | 2002-05-29 | |
| BUY | 22.250 | Michael Smedley | At a good price. | 2002-04-29 | |
| BUY | 22.850 | John Embry | One of the betterfund company management. A good BUY opportunity with its drop in price. | 2002-04-17 | |
| BUY | 23.100 | Eric Bushell | Will be OK in the long term. | 2002-04-09 | |
| BUY on WEAKNESS | 23.250 | Robert Floyd | Could be some turnover. If you own, hold. | 2002-04-05 | |
| BUY | 22.800 | Joe Connolly | In spite of Brandeis leaving, doesn't think they'll have a problem replacing him. Doubt if many investors will follow. Good pipelines and a good long term hold. | 2002-04-02 | |
| DON'T BUY | 21.680 | Peter Brieger | May take awhile to recover, but long term is a great play on the market. | 2002-03-27 | |
| DON'T BUY | 22.550 | Michael Smedley | Will probably be quiet for awhile. | 2002-03-26 | |
| BUY | 27.150 | Michael Smedley | Good investment performance. Could be a takeover. | 2002-03-18 | |
| BUY | 27.750 | Gavin Graham | Prefers this and Investors Group over CI Mutual or Assante. | 2002-03-14 | |
| BUY | 27.750 | Michael Sprung | Also likes C. I. Mutual funds. | 2002-03-11 | |
| BUY | 24.150 | David Baskin | Good management. Expects funds to recover. At a good price. | 2002-02-19 | |
| BUY | 24.000 | Ross Healy | Prefers this and Guardian over C. I. Fund Management.Both have a lower valuation. | 2002-01-29 | |
| TOP PICK | 25.040 | James Cole, BA, CFA | Good valuation and above average performance. | 2002-01-25 | |
| BUY | 26.500 | Michael Sprung | Good array of products. Thinks Mutual Funds will now recover. One of his favourites in the fund sector. | 2002-01-17 | |
| DON'T BUY | 24.600 | Brendan Kyne | Good organization. Sector is in a decline due to competition. | 2001-12-04 | |
| TOP PICK | 27.750 | James Cole, BA, CFA | Good marketing. Good track record. Global. A leader in sales. Low valuation. | 2001-07-25 | |
| BUY | 27.500 | Mike Weir | Expects good growth. Global operations. | 2001-07-20 | |
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| DON'T BUY | 27.990 | Nereo Piticco | Funds were caught in a downturn. This is a good solid stock and a great investment. Too high right now. | 2001-05-31 |
