| Comment | 31.510 | Laura Wallace | Very cheap. Has been a very disappointing performer. Yielding over 4% and trading under 12X earnings. Has a record of being a very savvy acquisitor. Looking at this one very closely. | 2008-07-10 | |
| TOP PICK | 34.260 | Norman Levine | Not in the banking business. Mostly in the life insurance and mutual fund business. 3.9% dividend. Owns Canada Life, Great West Life, London Life, Mackenzie Financial and Investors Group. Also have the Putnam Group in the US, which he thinks could turn around. | 2008-06-24 | |
| BUY | 35.620 | Bill MacLachlan | Market are concerned about financial companies. Very comfortable with recent management moves they made. | 2008-05-30 | |
| TOP PICK | 35.210 | Gavin Graham | Off 15%. Basically life insurance and minimal exposure to credit and yet it is off as much as some of the banks. 3.8% yield. | 2008-05-20 | |
| TOP PICK | 36.620 | David Cockfield | A multiplicity of assets. Sold off with the rest of the financials. Good European exposure. 3.5% yield. Recent of all PE at around 13X. | 2008-04-24 | |
| BUY | 35.050 | Mark Carpani | Will trade relatively comparable to other banks and insurance companies. Very well run company and he has no issue with it. Have good assets. Good credit profile. | 2008-04-14 | |
| BUY | 36.580 | Norman Levine | (Market Call Minute.) The Power group of companies have come down with the other financials even though its parts don't own any bad paper. | 2008-04-10 | |
| TOP PICK | 35.570 | Gavin Graham | This gives you exposure to life insurance and mutual funds. Minimal credit exposure and yet it fell as much as the other financials. 3.5% yield. This is one of the rare occasions you get to buy this when it is not just motoring ahead. | 2008-04-09 | |
| PAST TOP PICK | 35.820 | Peter Brieger | (A Top Pick May 2/07. Down 7% including dividends.) He would be buying for new accounts when he got into buying financials again. Dividends are increased regularly. Hold. This is the area to be if you are a long-term investor. | 2008-04-02 | |
| PAST TOP PICK | 34.820 | Norman Levine | (Top pick, March 28, 2007. Down 12.7%) They don’t own directly or indirectly any bad subprimes. Down by association, which gives a great opportunity to investors. | 2008-03-27 | |
| HOLD | 33.850 | Michael Sprung | Likes this one over the next 2 years. What is really hurting them right now is their big exposure to the mutual fund industry through Investors Group (IGM-T). With the financial markets in turmoil the market is thinking that sales are likely to slow. Also have a big holding in Great West (GWO-T), which has a large exposure to the US market. Over the longer term, all of their holdings are very good and will do well over time. | 2008-03-05 | |
| DON'T BUY | 34.040 | John O'Connell, CFA | Just taken out of an RBC portfolio, which has put pressure on it. Also named in a class action lawsuit where Great West Life (GWO-T) and London Life are being sued. All financials are under a lot of pressure. Not as compelling as a lot of other financial service stocks and will have some problems for a while. (OK to hold from a long-term point of view.) | 2008-03-03 | |
| BUY | 35.550 | Norman Levine | Controls Investors Group (IGM-T), Great West (GWO-T), London life and Canada Life. Also have some holdings in Europe. Stock has come off largely because financials in general have been hit and is big in the mutual fund business. Good long-term Buy. Raises its dividends annually, usually twice a year. | 2008-02-11 | |
| BUY | 35.440 | Peter Brieger | A great long-term buy if you are satisfied with the market. A great way to participate in mutual fund companies and Great West Life (GWO-T). This is on his watch list. | 2008-02-06 | |
| BUY | 37.500 | Bruce Campbell | (Market Call Minute.) This would be a good place to hide. Essentially a holding company for Great West (GWO-T) and IGM Financial (IGM-T). Good dividend stream and pretty low risk. | 2008-01-23 | |
| BUY | 37.800 | Peter Brieger | High on his potential Buy list. Current pullback is partly the result of malaise hitting a lot of financial stocks. If you're going to buy anything right now, this is a great buy but only by 1/3 of your position. This is due to his overall outlook on the markets. | 2008-01-11 | |
| BUY | 38.220 | David Taylor, MBA, CFA | Great company. There are companies that pay dividends that you want to hold forever. Likes the stock but likes Investors Group (IGM-T) better. Buy it, put it away and he guarantees that in 10 years you will have done well. | 2008-01-10 | |
| TOP PICK | 42.000 | David Cockfield | While the banks have been fading and getting beaten up, this one has been marching towards its previous highs. Have a significant European investment besides their Canadian holdings. 3% dividend. | 2007-12-07 | |
| BUY | 41.510 | John Zechner | Likes this one. Lots of cash. Would love to see them put some of that cash to work right now. Good valuation. A safe place to hide your money. | 2007-12-05 | |
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| BUY | 39.600 | Michael Decter | This and Power Corp are 2 of the best financial companies in Canada. If you can get them below $40, you are doing very, very well. Their acquisition path has been terrific. Real management depth. Good long-term value creation. | 2007-11-12 | |
| PAST TOP PICK | 39.410 | Norman Levine | (A Top Pick Nov 14/06. Up 6.4%.) Considering what has happened to financials, he is very pleased with this one. Have increased the dividends at least twice. Still a buy. | 2007-11-09 | |
| HOLD | 41.550 | Brian Acker, CA | His model price is $39.59. That's a -6% differential. | 2007-11-01 | |
| BUY | 40.150 | Bruce Campbell | Good entry point right now. | 2007-10-24 | |
| BUY | 41.150 | Peter Brieger | Caller asked for suggestions for dividend paying stocks.
| 2007-10-17 | |
| TOP PICK | 41.500 | David Cockfield | Feels it has some real un-noted value in Europe. Owns Pargesa which controls the Suez and many other things. Also has Great West Life (GWO-T), IGM Financial (IGM-T), Mackenzie Financial and Canada Life. | 2007-09-28 | |
| Comment | 40.000 | Stephen Carlin | Trades at a typical discount of about 10% of its net asset value, which includes Pargesa (A European asset), Great West Life (GWO-T) and IGM Financial (IGM-T). Using this, he comes up with about $44.50 as a target. You get a slightly better return if you buy IGM and Great West separately. | 2007-08-21 | |
| BUY | 39.770 | Peter Brieger | One of the financials that he would look at when this market finally settles down. Indirect way of playing Great West Life (GWO-T) and IGM Financial (IGM-T) plus other companies. A Buy for a 3-4 year hold. Expect consistent dividend increases over the next few years. | 2007-08-14 | |
| TOP PICK | 41.330 | Ian Nakamoto | One of Canada's great companies. Assets include Great West Life (GWO-T), IGM Financial (IGM-T), Canada Life, London Life and recently acquired Putnam. Well diversified financial service company. | 2007-07-24 | |
| BUY on WEAKNESS | 40.750 | Chyanne Fickes | Likes the stock, but doesn't think it's a great entry point. Phenomenal company. Likes all of their businesses. | 2007-07-05 | |
| BUY | 41.870 | Pat McHugh | A great defensive play. Relative to the financial services group, he is seeing relative good performance. Have a history of solidly increasing dividends. | 2007-05-28 | |
| PAST TOP PICK | 42.310 | Gavin Graham | The discount way into the Demara finacial empire, get some stakes into the Great West Life. Power Corp is slightly cheaper but not the same yield.
Would still buy at the current price. (Strong buy). | 2007-05-22 | |
| TOP PICK | 42.450 | Norman Levine | Prefaced his Top Picks stating, “It is not a cheap market”. Have excellent assets, but recently acquired the Putnam Group in the US, which was having problems. This is starting to change. A great opportunity. Raised their dividend more than expected. If you own it long enough, you will have great returns. | 2007-05-18 | |
| TOP PICK | 41.600 | Ian Nakamoto | A great company with a collection of assets including Great West Life, Investors Group, Mackenzie Financial, Prudential, London Life, Canada Life and now Putnam Group in the US. This is one you can tuck away for 3-5 years. Excellent dividend. | 2007-05-14 | |
| PARTIAL SELL | 39.620 | Don Vialoux | Gorgeous chart. Trend is your friend, stick with your friend. Longer period of seasonal strength. Watch your technicals very closely. Stick with it for now, but if you are trading it, watch for an exit point. | 2007-05-05 | |
| TOP PICK | 39.690 | Peter Brieger | Likes stocks that pay a decent yield, like Power Financial. It's cheap (around 14 times earnings). Pays a good dividend yield. | 2007-05-02 | |
| PAST TOP PICK | 39.150 | Michael Sprung | (A Top Pick April 21/06. Up 14.1%.) Still likes, but would currently buy Power Corp (POW-T) instead. Expects earnings in the $2.80 range this year and dividend could be increased. | 2007-04-11 | |
| BUY | 38.910 | Stephen Carlin | Good 1st quarter. The elements that drive this are Great West Life (GWO-T) and Investors Group (IGM-T). Trades at a discount to the sum of its parts. | 2007-04-05 | |
| TOP PICK | 39.240 | Norman Levine | Good subsidiaries. Now in a transition through its Great West Life’s (GWO-T) purchase of the Putnam Group, one of the largest mutual fund groups in the US. | 2007-03-28 | |
| BUY | 39.520 | Chyanne Fickes | Has done very well. Much cheaper than the banks. Very high quality management and very high quality assets. | 2007-03-12 | |
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| BUY | 39.200 | Gavin Graham | Holding stock for Great West Life (GWO-T) & Investors Group (IGM-T). Great West is buying the US Putnam Group, which will give them mutual funds and insurance in the US. Continue to raise their dividends. Good time to buy. | 2007-03-06 | |
| PAST TOP PICK | 40.720 | David Cockfield | (A Top Pick Feb 17/06. Up 20.9%.) Still a Buy. Likes it better than banks. | 2007-02-23 | |
| TOP PICK | 39.450 | Norman Levine | Buying the US Putnam Group (fund management) that opens up a whole new growth area for them. | 2007-02-12 | |
| Comment | 39.320 | Chyanne Fickes | Solid company. Everything they are into is #1 in their market. A little concerned about Great West Life’s (GWO-T) recent acquisition, The Putnam Group, in the US. They'll probably do a very good job of cleaning it up, but she just can't see the synergies. | 2007-02-06 | |
| BUY | 38.520 | Brian Acker, CA | His model price is $38.39 which is a 2% positive differential. Just acquired the Putnam group, which is a great acquisition. | 2007-02-01 | |
| HOLD | 37.570 | Laura Wallace | Really likes the Demarais companies. Well-managed company. Good assets. The one wrinkle is the rumoured takeover of the Putnam assets in the US. If that happens, there could be some weakness that would give a buying opportunity. | 2007-01-31 | |
| BUY | 37.570 | Norman Levine | This is one you can buy and put away. | 2007-01-31 | |
| BUY | 36.810 | John Zechner | Very good defensive position. Possibly making an acquisition of The Putnam Group. Trading at net asset value now. | 2007-01-22 | |
| BUY | 37.100 | Peter Brieger | Likes their holdings in the ING (ING-T), Mackenzie Funds and Great West Life (GWO-T). | 2007-01-15 | |
| DON'T BUY | 36.960 | Steve MacInnes | Doesn't meet his environmental social governance criteria but does hold its two major subsidiaries, Great West Life (GWO-T) and Investors Group (IGM-T). | 2007-01-11 | |
| BUY | 36.960 | Ian Nakamoto | One of his favourite companies. Possible acquisition of The Putnam Group. Doesn't appear to be a lot of synergies, probably a starting point to buy more US assets. | 2007-01-11 | |
| PAST TOP PICK | 37.850 | Gavin Graham | (A Top Pick Sept 6/05. Up 13.5%.) Recommended it because of the dividend. One of the most consistent dividend raisers. | 2006-12-07 | |
| HOLD | 38.070 | John Manley | Strong upward trend line. Pulled back a little, but the trend line remains intact. Concerned that on the pullback, volume was twice as high as it was on the run up. Indicates some real selling. Watch volumes on the next up turn. If weak, that could mean consolidation or a pull back. | 2006-12-04 | |
| BUY | 37.560 | Peter Brieger | Likes their group of companies. Prefers over Power Corp (POW-T) as it has a higher yield. Both have a good record of increasing dividends. | 2006-11-29 | |
| PAST TOP PICK | 38.360 | Rob Callander | (A Top Pick Nov 10/05. Up 16.4%.) This is a long-term hold. Have a terrific portfolio of investments. Undervalued, but in the near-term is probably fully priced. | 2006-11-23 | |
| TOP PICK | 37.290 | Norman Levine | Dividend and a growth play. Controls a number of major financials. Great West Life (GWO-T) went through a soft period and is now coming on strong. Increase their dividends at least once a year and usually twice. | 2006-11-14 | |
| PAST TOP PICK | 36.740 | Ian Nakamoto | (A Top Pick Nov 2/05. Up 17.7%.) Still one of his favourites. Excellent dividend yield. | 2006-11-07 | |
| HOLD | 36.720 | Chyanne Fickes | Has done extremely well since the summer. A very stable business. You wouldn't be losing by holding on to it. Would prefer it under $35. | 2006-11-06 | |
| BUY | 36.060 | Norman Levine | A financial conglomerate. Major holdings include London Life, Canada Life, Great West Life, IGM Financial and Mackenzie Financial. An extremely well run company. Raises its dividend at least once a year. | 2006-10-31 | |
| PAST TOP PICK | 35.900 | Rob Callander | (A Top Pick April 19/06. Up 3%.) A very undervalued stock. Looking at a valuation range of $42-$45. Still likes. | 2006-10-23 | |
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| BUY | 35.580 | David Burrows | Financials look pretty good and if he had to pick a spot, insurance companies is where he would like to be. 90% of the revenue comes from their Lifecos. A wonderful company. | 2006-10-19 | |
| HOLD | 35.410 | Brian Acker, CA | The model price is $36.40, a 2% positive differential. If you are a long-term holder, hold it. Not a mispriced asset, which is what he looks for. | 2006-10-17 | |
| BUY | 34.800 | Neil Wickham | A pretty good company, but prefers a bank stock. | 2006-10-03 | |
| BUY | 34.240 | Robert Floyd | Caller: Looking for a 10/12% return including dividends on a 2/3-year outlook. Robert: A solid company and should hit your criteria. | 2006-09-20 | |
| BUY | 33.940 | David Burrows | Power Financial (PWF-T) and Power Corp (POW-T) are both good companies and well managed. He prefers Power Financial. Strong recurring fee revenue which is likely to increase. | 2006-09-13 | |
| BUY | 33.420 | Bruce Campbell | Holding company for Great West Life (GWO-T) and Investors Group (IGM-T) which have been weak but are looking good. This should do much better. | 2006-09-11 | |
| PAST TOP PICK | 33.420 | Ian Nakamoto | (A Top Pick Nov 2/05. Up 7.5%.) An excellent company and strategically located. Would buy. Good dividend. | 2006-09-11 | |
| TOP PICK | 33.450 | Gavin Graham | 3% dividend. Has been flat as a pancake over the last year even though Great West Life and Investors Group are up 20/25%. Has been the most consistent dividend increaser in the Canadian market. | 2006-09-06 | |
| HOLD | 34.400 | David Burrows | What he likes about this is that it is a fee generating machine. Very predictable revenues. Great leadership positions in the market they are in. Has been consolidating and if it broke out to new highs he would be buying. | 2006-08-23 | |
| BUY | 34.020 | David Driscoll | This is a company that has increased its dividend is almost twice yearly. | 2006-08-17 | |
| TOP PICK | 34.020 | Jonathen Wellum, B. Comm, B. Sc | Likes the underlying businesses. Very much favoured by demographics. Good management. Hasn't done much over the last year. Going at 11/12 X earnings. Good dividend yield. Good for the next 15/20 years. Buy at $34 or less. | 2006-08-17 | |
| PAST TOP PICK | 32.720 | Ian Nakamoto | (A Top Pick Jan 31/06. Up 6.2%.) Glad that it’s up, but has been a bit of a disappointment. Has a great suite of assets. Could go up 15/20%. | 2006-08-03 | |
| BUY | 33.070 | Fred Pynn | Holding company. Continue to raise the dividend is all the time. Great West life (GWO-T) has been punished because of the large amount of business in the US. Lower profits because of currency. IGM Financial (IGM-T) continues to perform very well. | 2006-07-26 | |
| HOLD | 32.100 | Laura Wallace | One of Canada's great success stories. Has come off a bit, because it's 2 principal subsidiaries, IGM and Great West Life has had disappointing stock price moves. She prefers owning the underlying companies. | 2006-07-20 | |
| TOP PICK | 30.650 | Jonathen Wellum, B. Comm, B. Sc | 3.75% yield. Has not gone anywhere over the last little while, but the underlying components have been good. The Great West (GWO-T) portion has been the part that has been languishing. The market has been overly negative on this. Very conservatively run business. | 2006-06-23 | |
| BUY | 30.600 | Laura Wallace | An excellent company. Prefers owning the purer plays. If you are prepared to put it away, it has always rewarded investors in the long-term. 3% dividend yield is excellent. Have a good record of increasing dividends. | 2006-06-19 | |
| DON'T BUY | 30.650 | David Burrows | A wonderful company. Basically a mutual fund of financial services/assets. Canadian financial service companies are having a rough go. | 2006-06-15 | |
| TOP PICK | 31.250 | Gavin Graham | The stock has generally been flat over the last year while its underlying businesses are doing pretty well. Demographics are great and they are very efficient operators. | 2006-06-12 | |
| PAST TOP PICK | 32.240 | Norman Levine | (A Top Pick Mar 21/06. Down 7.5%.) Went down with the market. One of its subsidiaries earnings, Great West Life, was down. Has a history of increasing its dividend. Still buying. | 2006-05-30 | |
| BUY | 32.240 | David Baskin | A conglomerate which trades at a discount to its net asset value. | 2006-05-25 | |
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| HOLD | 31.780 | Bruce Campbell | A holding company, primarily Great West Life and Investors Group. Trades on a discount to net asset value. Was a little ahead of itself. | 2006-05-23 | |
| BUY | 33.680 | David Driscoll | The stock has doubled twice over the last seven years. Sometimes it takes a while for earnings to catch up with the stock price which is why it is going sideways. As a contrary in, this is a wonderful time to be accumulating it. | 2006-05-08 | |
| TOP PICK | 33.600 | David Cockfield | Trading at a significant discount to the assets that are held within the corporation. A dividend yield. Once the European liquidation is completed, and when people become aware of the amount of free capital that has been created, you might see this start to move. | 2006-05-04 | |
| PAST TOP PICK | 34.100 | Gavin Graham | (A Top Pick Jan 31/06. Up 2%.) All the underlying businesses are doing very well although this has done nothing. You get a 2% yield while you wait. They raised their dividend again. | 2006-05-03 | |
| BUY | 34.170 | Norman Levine | A holding company that owns a number of assets such as Great West life, Canada Life, London Life, Investors Group, a McKenzie group of companies plus a number of assets in Europe. Great West life is looking better now and the mutual fund side is going gangbusters. Good time to accumulate as a long-term hold. | 2006-04-27 | |
| TOP PICK | 34.300 | Michael Sprung | An extremely well run company. A fairly good yield at 2.7%. Expects they will earn around $2.50 this year and closer to $3 next year. | 2006-04-21 | |
| TOP PICK | 34.510 | Rob Callander | Over the last year or so, has been trading in the low to mid $30.'s. It controls, Great West Life, Investors Group, and some European holdings. As we get closer to bank mergers, this company will play a role. Undervalued. | 2006-04-19 | |
| BUY | 35.150 | Laura Wallace | Some great assets including Great West life (GWO-T) and IGM Financial (IGM-T). Lagged because Great West life has been disappointing compared to its peers. Have a consistent record of earnings increases. Very well managed. Consistently increase their dividend. | 2006-04-06 | |
| BUY | 35.150 | David Driscoll | The stock has been going sideways because the earnings have to catch up to the price. This is a wonderful time to accumulate because, before the next leg up when things start to improve, then you can see a pop in the price. | 2006-04-06 | |
| HOLD | 35.380 | Gordon Higgins, CA, MBA, CFA | Almost fully valued when you compute the value of the assets that they own. | 2006-04-05 | |
| WATCH | 34.900 | Bruce Campbell | Trades like a holding company with a discount to its net asset value and has been historically expensive over the last year. Great assets and continue to have a great long-term track record but would like to see it $3/4 cheaper before he would consider it a buy. | 2006-04-03 | |
| TOP PICK | 35.020 | Norman Levine | There is still tremendous upside for this company. Likes the assets it owns such as Great West Life (GWO-T) and Investors Group (IGM-T). Raises its dividend a couple of times a year. It has been a laggard and is starting to move now. | 2006-03-21 | |
| PAST TOP PICK | 33.220 | Sandy McIntyre | This trust is up 11% plus distribution . Third largest holding in the Canadian Income Fund. He still owning this trust. | 2006-03-04 | |
| TOP PICK | 33.680 | David Cockfield | Has really done nothing for the last year. Not a great yield, but will probably have a dividend increase. Great assets and it trades at a discount to them. Not expensive. | 2006-02-17 | |
| BUY | 33.610 | Norman Levine | They tend to raise their dividend every year, and usually twice a year. This is his second favourite financial stock after Manufacturers Life (MFC-T). Has been going sideways for the last few months and is a great opportunity to pick some up. | 2006-02-13 | |
| TOP PICK | 33.510 | Gavin Graham | This stock keeps on delivering. 2.75% yield. Has very strong assets. | 2006-01-31 | |
| HOLD | 33.210 | Norman Levine | One of the leading financial services company in Canada. On a long-term basis, it's one of the best stocks to own for income. It has a history of raising its dividend every year and sometimes twice a year. | 2006-01-25 | |
| BUY | 33.870 | Michael Smedley | A good, solid blue-chip stock for a portfolio. One of the best conglomerates in Canada in the financial sector. Great assets. | 2006-01-03 | |
| BUY | 33.540 | Laura Wallace | She doesn't generally like owning holding companies. She does like the pieces of this company, so she owns IGM Financial (IGM-T). Doesn’t own Great West Life (GWO-T), but it’s a good company and this is a good way to participate in both of these companies. | 2005-12-22 | |
| BUY | 32.800 | Michael Sprung | An extremely well diversified financial company. Any weakness is probably due to their Investors asset rather than Great West Life. Would prefer Power Corp (POW-T) which sells for a little lower multiple. | 2005-12-07 | |
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| BUY | 32.300 | Shauna Sexsmith | Has generated a compound return to shareholders of 20% for the last 15 years. They are doing a lot of things really well. A buy and hold stock. | 2005-11-16 | |
Experts that have talked about Power Financial Corp
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