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| DON'T BUY | 19.940 | Jason Donville | Doesn't think the stock is going anywhere. Bank of Nova Scotia (BNS-T) owns 1/3 so he doesn't expect it will get taken out. 4.5% dividend. | 2011-09-08 | |
| SELL | 20.000 | Jason Donville | There is not a lot to get excited about. Sees no compelling reason to own this. Will go sideways for a year or two. | 2011-08-17 | |
| BUY | 23.220 | Barry Schwartz | Thinks at some time BNS will make an offer to acquire them. They may be looking to sell. Thinks they are holding out for a better offer. Could go for $30. They raise dividends every year and he sees it going higher. This is really the only great one remaining. | 2011-05-24 | |
| PAST TOP SHORT | 20.950 | Jeff Parent B. Eng. FCSI | (A Top Pick March 18/09. Down 58.79%.) | 2010-03-12 | |
| WAIT | 20.800 | Norman Levine | Markets have done well in last year. Mutual fund companies got hurt when people were fleeing and they benefited when they people came back. This one did not. Likes the long-term fundamentals. Wait for a sell-off. It’s in BNS’s best interest to buy CI in the long run. | 2010-03-09 | |
| BUY | 21.810 | Michael Smedley | Likes it. Peculiarly bought by Scotia. Well worth holding. Could be taken out by Scotia. Doesn’t watch it, he is so happy with it. | 2010-01-21 | |
| BUY | 22.300 | David Baskin | Likes the company and the sector. A tremendous amount of money on the sidelines in Canada. A lot of it is parked in money market funds, brokerage and savings accounts. That will move back into the market and fund companies will see their profit margins increase. Good dividend. | 2010-01-14 | |
| DON'T BUY | 19.920 | Jason Donville | Doesn't seem to be growing as well as it has in the past. Also there are other cheaper options. 3.6% yield. | 2009-12-03 | |
| TOP SHORT | 13.700 | Jeff Parent B. Eng. FCSI | Coming under a lot of pressure. Dropped dramatically over the past year because of the declining revenue streams and the leverage they have on that. Would get out at $12. Short term (6 months), not a long-term trade. | 2009-03-18 | |
| DON'T BUY | 15.430 | Lyle Stein | Financials and particularly funds are not what they have been for the last 20 years. Funds are under pressure. It's going to be a tough go. | 2009-01-06 | |
| PAST TOP PICK | 29.000 | Gavin Graham | (A Top Pick May 3/06.) Converted to an income trust, but will be turning back into a corporation in 2010. Still likes it as a trust. | 2007-03-26 | |
| Comment | 29.000 | Michael Sprung | Proving to be one of the survivors and main companies left in the competitive field of mutual funds. Makes very good acquisitions. We are now into the RRSP season, which is a good time of year for them. | 2007-02-20 | |
| PAST TOP PICK | 29.000 | Gavin Graham | (A Top Pick May 3/06. Down 6.5%.) Has converted to a trust (CIX.UN-T). Mutual-fund sales have dropped over the last few months. 6.9% yield. Good earnings growth. Still likes. | 2006-07-06 | |
| BUY | 29.000 | Chyanne Fickes | Changing to a trust so some index funds will have o pick it up which will give it a bit of a pop. Fundamentally, the fund is doing quite well. | 2006-07-04 | |
| BUY | 30.240 | David Burrows | A very predictable business. All fee revenue. This stock is holding in very well. | 2006-06-27 | |
| WAIT | 30.290 | Dean Orrico | Canada's largest independent income fund. Converting into an income trust. Yield would probably be in the 6.5/6.8% range. Before buying, delve into the outlook as a trust for their business and their ability to grow. | 2006-06-23 | |
| HOLD | 29.320 | Michael Smedley | There should be a nice pop when it changes into a trust. | 2006-06-16 | |
| BUY | 29.270 | David Burrows | Will be converting to a trust. Will be paying out $2 to each unit holder. This has been one of the more attractive financials. Has been impacted negatively by the sector. | 2006-06-15 | |
| DON'T BUY | 28.390 | Paul Gardner, CFA | When the market drops, their whole asset base goes down and this is why the stock has dropped. They have announced their intention to become an income trust, but there may be a hold. Not seeing net redemptions. Fully priced. | 2006-06-14 | |
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| BUY | 29.750 | Gavin Graham | Converting into an income trust. Thinks it will keep going. Extremely good management. Likes the demographics for the mutual fund business. | 2006-06-12 | |
| HOLD | 30.830 | Veronika Hirsch | An incredible success story. Converting into an income trust. If you own, continue to hold as you will get the yield support. | 2006-06-01 | |
| WATCH | 31.220 | David Baskin | Converting to an income trust. The bloom is off the income trust rose. 7%, which this company will be yielding, is not that attractive when compared to Treasury bills at 4%. A good company. Watch how it trades for 3/6 months. | 2006-05-25 | |
| DON'T BUY | 31.080 | Bruce Campbell | Converting into an income trust. The distribution will be equivalent to the dividend so you are looking for any growth. Have run out of takeover targets so the upside will be with the stock market. Fully valued. | 2006-05-23 | |
| WAIT | 30.510 | Sandy McIntyre | Converting into a trust. This recognises that they have reached the limits of their growth. For larger companies that convert, you are frequently better off waiting for post conversion. | 2006-05-12 | |
| TOP PICK | 31.930 | Gavin Graham | This is a story of continuing growth in earnings. Gives a 2.25% yield. A consolidator in the Canadian mutual fund business. | 2006-05-03 | |
| BUY | 32.400 | John Zechner | It's a near certainty that they are going to go the income trust route. A low risk way in the sector to go higher in the next couple of months. | 2006-04-26 | |
| BUY | 32.600 | Rob Callander | Still expecting a higher target price. Converting to a trust. | 2006-04-19 | |
| DON'T BUY | 32.530 | David Baskin | The party is probably just about over. The news on both the conversion and growing mutual fund sales is in. Fairly priced. If you all know, take some profits, before the conversion and wait and see what happens. | 2006-04-18 | |
| BUY | 32.770 | David Burrows | This has been a great sector in the market. Moving into a trust is positive. This may create some turnovers the stock price could probably go higher. | 2006-04-10 | |
| WAIT | 32.500 | Laura Wallace | Will be converting to a trust so expect the stock will pause here until it is known what the distributions will be. A well-run company. | 2006-04-06 | |
| BUY | 31.900 | Gordon Higgins, CA, MBA | A good company. Management is focused on realising value. Have increased the dividend. If the tax rules do not change, they have indicated they will convert to a trust. If they do, there is another 10% upside at least. | 2006-04-05 | |
| DON'T BUY | 31.940 | Paul Gardner, CFA | Has grown very well. With the market up over the last several years, it creates a good flow into mutual funds. Specialty funds are doing well. The advent of companies turning into income trusts is giving a bid to the companies and markets. Fully priced. | 2006-04-04 | |
| HOLD | 32.500 | Brian Acker, CA | His model price is $31.52 which is the -3.4% differential. Thinks he will be selling his holdings this week, but wouldn't recommend individual investors to sell. | 2006-03-29 | |
| BUY | 27.300 | David Burrows | Recently purchased. The company is doing a great job and keeping their costs down. Good time to buy, as it could trade higher. | 2006-02-27 | |
| BUY | 26.600 | Peter Hodson | Was shocked that they didn't raise their dividends in the last quarter but expect it's because they are going to change into a trust. A well run company. | 2006-02-01 | |
| BUY | 26.850 | Gavin Graham | People are now buying equity funds again. Smart management. Makes good acquisitions. | 2006-01-31 | |
| DON'T BUY | 27.000 | John Zechner | Has done really well with the acquisitions they've done over the past number of years. They have been very accretive. They are probably waiting to see what the government is going to do regarding dividends. There is a lot up in the air. Valuation is pretty full currently. | 2006-01-16 | |
| BUY | 25.800 | Gavin Graham | Will be boosting their dividend substantially. The entire mutual fund business has been doing very well. Very profitable. | 2006-01-09 | |
| BUY | 26.120 | Peter Hodson | A very well-run company. The new dividend tax rules are perfect for them. Expect you will see a dividend increase. | 2006-01-05 | |
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| HOLD | 25.250 | David Burrows | When a company has had a nice move like this one, it will have a period of consolidation. The Stark looks quite positive. The sector of asset managers is doing very well all over North America. This company has a very valuable business. | 2006-01-04 | |
| BUY | 23.150 | Norman Levine | The best run mutual fund company in Canada. | 2005-12-05 | |
| BUY | 23.240 | Jonathen Wellum, B. Comm, B. Sc | Has done a good job in growing its assets. | 2005-12-02 | |
| Comment | 25.300 | David Baskin | Raising the dividend may have been a signal that they are not going to become an income trust. With the new tax changes, their shareholders may be equally rewarded by not changing. | 2005-11-24 | |
| BUY | 22.840 | Brian Acker, CA | Still more value in this stock. | 2005-11-14 | |
| BUY | 21.500 | Gavin Graham | Their plans for making a trust conversion are dead for the moment. Raising their dividends. The offer for Clarington (CFI-T) makes a great deal of sense. | 2005-10-31 | |
| BUY | 22.050 | John Zechner | Best growth in the industry. Has been very good on the acquisition side and have been able to turn them into profitable assets. Is confortable holding on to it. Looks good at these levels. | 2005-09-29 | |
| BUY | 22.650 | James Cole, BA, CFA | A very well run business. Moved up on an announcement of intent to convert to a trust. Government has put a hold on trust conversions, so has pulled back. A good holding. | 2005-09-22 | |
| HOLD | 25.700 | David Baskin | Planning on a trust conversion so the stock has taken a big jump. The conversion is pretty much valued into the share price, so wouldn't buy now. | 2005-09-19 | |
| BUY | 25.500 | Ross Healy | Has a lot of upside potential. If it converts to an income trust, there could be even more upside potential. | 2005-09-14 | |
| WEAK BUY | 26.300 | Bruce Campbell | Looking into becoming an income trust and is fully valued now as a trust. If you like it long term, you'll get a little bit of growth plus 7/% dividend which is not a bad return. | 2005-09-12 | |
| BUY | 25.490 | Bruce Hartman | Thinking of conbverting to a trust. Good company. | 2005-09-09 | |
| BUY on WEAKNESS | 24.100 | Matt Baillie | Going to be a great income trust as it has huge cash flows and not a lot of CapX. Spiked today, so wouldn't jump in yet. | 2005-09-08 | |
| BUY on WEAKNESS | 19.880 | Werner Muehelemann | Has been one of the best growth stocks in Canada. Very good growth in assets under management. Recently had a good rally because of their attempt to acquire Amvescap in the US, but they have withdrawn their bid. Stock has dropped, but could come down further because prior to speculation it was trading around the $16/17 level. | 2005-08-09 | |
| DON'T BUY | 19.800 | Laura Wallace | An excellant company. Strong management. Stock has been on a tear recently on rumours that they are going to acquire the UK company that owns Aim/Trimark. This would make it the largest independent company. Price looks parabolic. Wait for it to settle down. | 2005-07-19 | |
| BUY | 19.300 | Bruce Campbell | They would like to own the Aim/Trimark side of Amvestcap in Canada. They will need and will get Sun Life's help in financing. Longer term it's a good growth geographically. | 2005-07-14 | |
| BUY | 19.180 | David Burrows | Has done a very good job in putting this business together and it looks like they want to continue to grow. Feels the asset management business is a good one to be in over the next few years. From a sector standpoint, a lot of the companies in this group are performing well. A cash flow business. | 2005-07-13 | |
| BUY | 18.000 | David Chapman | The most positive aspect of this stock is that triple tops are rare. You could get in now, but if it breaks its low of about $17.40 chances are it could go lower, so put your stop at that point. | 2005-07-04 | |
| WEAK BUY | 17.270 | Norman Levine | The premier company in the mutual fund sector. With markets going sideways, the flow into mutual funds may not be as robust. May convert into a trust. | 2005-06-06 | |
| DON'T BUY | 16.580 | Larry Berman CFA, CMT, CTA | Going into a bear market, most of the fund companies probably have seen their high or very close to it. Likely to go sideways, maybe a little bit lower. | 2005-05-11 | |
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| BUY | 17.050 | Andrew McCreath | Has a yield of about 3.5% and is very well supported by the $1.25/1.50 a share free cash flow that they generate. Balance sheet is impeccable. Management is very street smart. Speculation that there will be a catalyst event that will create good upside, but doesn’t know when this will occur. Good solid blue chip company. | 2005-05-04 | |
| BUY | 17.040 | 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 AGF (AGF.NV-T). Power Corp (POW.SV-T) is a good way to play the whole investors group thing. | 2005-04-20 | |
| BUY | 17.200 | Ross Healy | Fair market value is much higher than the current price, so it's a very promising kind of investment but it's a market stock. As long as the market is good, this should be OK. Longer term, into 2006, he wouldn't be there because of the market. | 2005-04-07 | |
| HOLD | 17.400 | Brian Acker, CA | Likes the stock. Their model price is $30. Fund companies have been laggards. | 2005-03-22 | |
| HOLD | 17.800 | David Burrows | Not a fan of the financials at this time because the US banks and funds are having a rougher time than the Canadian ones. Quite often what happens in the US ends up washing over into the Canadian market. CI's share price is performing pretty well. Revenue/earnings growths are pretty solid. | 2005-03-14 | |
| BUY | 17.930 | Gavin Graham | Keeps raising dividends. Positive on sales. Good for mutual funds. | 2005-03-02 | |
| BUY | 17.320 | Andrew McCreath | Generates tremendous amounts of free cash flow. A nice, secure, reasonably fat dividend with upside potential. | 2005-02-18 | |
| VAGUE | 17.200 | Gordon Higgins, CA, MBA | Talk of it becoming an income trust, but Sun Life, a major unit holder, would not want this because of the tax implications for them. This is an industry where there are fluctuations in earnings so may not be a good trust candidate. | 2005-02-09 | |
| HOLD | 17.300 | Ross Healy | Mutual fund companies have been sluggish because he believes they are somewhat concerned about the market. Has a lot of upside potential. When we get to the top side of the market, you'd be better off not in them. | 2005-02-04 | |
| HOLD | 17.300 | Jonathen Wellum, B. Comm, B. Sc | A solid grower over the years. Made good acquisitions. Will continue to grow. Well managed in regards to costs. Good margins. A high 3% dividend yield. | 2005-02-04 | |
| BUY | 17.200 | David Baskin | Feels the fund companies in Canada have put a couple of bad years behind them. Now seeing net sales. C.I. is an aggressive, acquisitive company. Well managed. | 2005-01-25 | |
| WEAK BUY | 17.670 | Norman Levine | Had a great year as the stock market did well. They'll probably continue to do OK and gain market share from other mutual fund companies. On the other hand, they recently financed through an arm called Skylon through individual brokers rather than an underwriter. May create some negativity by big brokerages. | 2005-01-05 | |
| BUY | 17.670 | Ian Nakamoto | Likes this company. Very shareholder friendly. Will share excess cash through dividends. Thinks Sun Life will eventually take it out. | 2005-01-05 | |
| BUY | 17.830 | Robert Floyd | An excellent company with a great stable of managers. Has grown by acquisition. The number would point to a higher share price, but has been held back by the hearings with the OSC and IDA. Should be able to realize some higher prices on this company. | 2004-12-17 | |
| DON'T BUY | 16.250 | David Driscoll | A lot of consolidation going on in the sector where you are going to have fewer players fighting for fewer dollars. MER's are such a drag to performance. Has been very aggressive on their acquisitions. They have it valued between $14 and $18. Mutual Funds won't have the growth they used to. | 2004-12-08 | |
| HOLD | 16.270 | Ross Healy | Under some cloud/pressure because of day trading in mutual funds issue. FMV is substantially higher than current price. | 2004-12-01 | |
| HOLD | 16.800 | Bill Carrigan | Bad news did not have much affect. Had a long advance in '03 and a long corrective period in '04. Starting to make 52 week highs. | 2004-11-26 | |
| DON'T BUY | 16.600 | Michael Smedley | A difficult market for mutual funds. Pays a nice dividend. Doesn't expect too much from it in the near term. | 2004-11-25 | |
| DON'T BUY | 15.520 | Norman Levine | One of the best mutual fund companies to be in. Probably not the greatest time to put your money into mutual fund companies. | 2004-10-27 | |
| VAGUE | 15.700 | James Cole, BA, CFA | Have been very good at successful acquisitions. Generating substantial free cash flow and using it to increase dividends. Attractive yield. Not an attractive growth. Doesn't believe rumours of a takeover by Sun Life next year. | 2004-10-18 | |
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| TOP PICK | 15.470 | Brian Acker, CA | A mispriced asset. Likes the financials while everyone else is falling all over themselves in natural resources. | 2004-10-07 | |
| HOLD | 15.920 | Jonathen Wellum, B. Comm, B. Sc | Large investers. Committed long term to this business | 2004-09-21 | |
| PAST TOP PICK | 16.200 | John Sinkins, CFA | (A Top Pick Dec 29/03. Up 13%.) Still likes. Nice dividend. | 2004-09-13 | |
| BUY | 15.960 | Andrew McCreath | Sales of mutual funds has had a rough few months and will continue to do so, this company is the cash generating machine. 3.8% yield. Well-run. | 2004-09-08 | |
| HOLD | 15.910 | Peter Brieger | Power financial group. Hold it if you own it, but stock is too expensive. | 2004-09-02 | |
| WAIT | 16.060 | Blair Wilson | Stock is bit expensive. Not recommending much money in the stock, but wait for a bit. Dividend growth has been great. | 2004-08-31 | |
| BUY | 16.250 | Brian Acker, CA | Has a model price of $27. | 2004-07-30 | |
| BUY | 16.200 | David Baskin | Stock has been stagnant because the whole mutual fund industry has been under pressure. Feels they will grow by consolidating smaller, weaker players. A very strong company and well-managed. Holders will probably OK with patience. | 2004-07-29 | |
| BUY | 15.850 | Norman Levine | Have just raised their dividend. A great company to own. Thinks that ultimately, Sun Life will buy them out. | 2004-07-19 | |
| WEAK BUY | 15.760 | Ray Steele | Going to do fairly well. | 2004-07-12 | |
| BUY | 16.430 | Mark Jackson, CFA | No better companies to invest in in that sector. Can see dividends being raised over the next couple of years. Should have good growth. A low-cost producer. | 2004-05-28 | |
| BUY | 16.430 | Norman Levine | Likes the money industry. Should use timing and buy it when markets have weakened off a bit which they have. | 2004-05-28 | |
| BUY | 16.500 | David Burrows | Reaching 52-week highs. Good sector to be in. A potential takeover. | 2004-05-27 | |
| HOLD | 16.250 | Ross Healy | This stock has moved from strength to strength. Upside potential is quite high. Has the ability to keep on increasing the dividend. Short-term, the stock goes up and down with the market. | 2004-05-20 | |
| BUY | 16.270 | Ian Nakamoto | An industry leader. Could be a little volatile because the stock market. Have a strong track record of performance. Good cost management. | 2004-05-07 | |
| TOP PICK | 15.800 | Andrew McCreath | Fund management companies are going to continue to see business moving to the upside. Delivered very robust financial results. 3.3% yield. | 2004-04-20 | |
| BUY | 15.590 | Brian Acker, CA | All acquisitions seem to be accretive. Good yield. | 2004-04-16 | |
| BUY | 15.550 | Laura Wallace | Well-managed company. Volatile because of talk of becoming an income trust. Expects mutual fund companies to do quite well. | 2004-04-12 | |
| BUY | 15.500 | Norman Levine | Likes the industry. With money flowing back into the market, probably a good company to be in. | 2004-04-07 | |
| BUY | 15.360 | Jonathen Wellum, B. Comm, B. Sc | Very aggressive in building their business. Has also done a good job in organic growth. Expect they will continue to do acquisitions. Good dividend. | 2004-04-02 | |
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| TOP PICK | 14.900 | Andrew McCreath | Likes the 4% yield. Don't expect they will buy back shares because this would increase Sun Life ownership. Good probability that in the next 18 months, Sun Life makes a move to increase their interest in the company. Good distribution of the product. | 2004-03-25 |
