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Royal Bank Stock Symbol: RY-T

Last Price Recorded: $75.0900 on 2015-03-27

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Date Signal Expert Opinion Price
2015-03-18 BUY Mohsin Bashir

Has been down recently due to markets being very jittery, particularly the ones that are interest sensitive. Canadian banks are going to be facing a bit more pressure from a net interest margin perspective, particularly because the Bank of Canada cut its rates recently. However, if the US is going to be raising its rates on a go forward basis, companies that have exposure to US revenues stand to benefit. This is a very strong business in terms of its capital market prowess, as well as their ability to drive into wealth management businesses as well. Valuation is compelling. (See Top Picks.)


Price:
$75.950
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-02 COMMENT Veronika Hirsch

Which Canadian banks are you bullish on? She doesn’t have heavy weightings in banks right now, but if she were to be adding one this would be her favourite. Missed in the 4th quarter, but thinks that was just year-end adjustments. Have an attractive wholesale US business which you benefit from.


Price:
$78.220
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-02-26 TOP PICK Douglas Kee

Just reported and their strength was on the domestic retail side, a little stronger than what people thought it would be. Margins are actually up a snick, where it was thought they would be down. Capital market was a lot stronger than people were expecting. Good yield of 3.95% which is likely to be increased 3%-4% later in the year.


Price:
$78.070
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-02-25 TOP PICK Michael Sprung

Just reported earnings and he hadn’t expected them to be as good as they were. Feels they have the dominant franchise of the Canadian banks, whether in capital markets or retail. Has been expanding recently in the US with its acquisition in California. If you are going to hold this for a few years, you are still going to do well even though it is up rather sharply today. Yield of 3.96%.


Price:
$77.800
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-20 COMMENT Bill Carrigan

They issue common shares, preferred shares and corporate bonds. Does technical analysis apply equally to all 3 types, and do you use different technical indicators? It is hard to get data on bonds, so basically you just look at the rates. Banks have had an A, B, C correction, so they should rally, at least back to the old highs, because no Bull market exists without the leadership for the participation of the financials.


Price:
$76.010
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2015-02-10 TOP PICK Christine Poole

Pulled back with the general sector, but also pulled back with the recent announcement of the City National acquisition. They paid a very full price for that asset, but City National has a strong presence in 2 very attractive areas, high net worth and commercial lending, and is located in Los Angeles, New York and San Francisco, where there is a very high concentration of net worth individuals. Dividend yield of 3.94%.


Price:
$76.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-05 DON'T BUY Jason Donville

It is very common for a person to have 40%-45% of their portfolio in bank stocks. They are great long-term investments. However, as we get late in a cycle and head into any kind of downturn, financials will often lead us there. Things that could lead to weaker earnings in banks this year is that 1) Western Canada is going to have a little bit of a mortgage hit and 2) banks that have done lending to oil/gas companies are probably going to have a bit of a hit. Generally speaking, he thinks the banks are going to have an off year this year. However, they are doing well. If you are sitting with $50,000 of your $100,000 in bank stocks, then lighten up and perhaps take $5000 off the table, and sit on cash for a while.


Price:
$75.390
Subject:
GROWTH & FINANCIALS
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-30 COMMENT Keith Richards

Recently got a downgrade. The problem is the whole oil economy we are in. Technicals show it is breaking down, along with the banks. Technically it is not a buying opportunity. There is a seasonal tendency for markets to firm up in the latter half of February. As and if that happens, there will probably be a bounce on everything, and that could be your exit point for shorter to midterm traders. If you are long term trader, the banks are generally pretty good, but you may go through a lot more volatility before you are smiling again.


Price:
$71.740
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2015-01-28 COMMENT John O'Connell, CFA

Do you think this and other banks are in for a significant tumble, and should they be sold now? Canadians historically have very, very large exposure to debt. It would have to be really, really bad for a significant period of time for the banks to have to cut their dividends. Their payout ratios are fairly reasonable. They continue to be well capitalized from a global perspective. The biggest risk that Canadian banks have is to car loans and small businesses, particularly out West.


Price:
$73.930
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-22 COMMENT Stan Wong

Just acquired City National out of California for $5.4 billion. Seemed a little expensive to him, but in wealth management you are paying a premium price. He likes this name long-term. Great franchise and you are getting a 4% dividend with a 6%-7% dividend growth over the next little while. Canadian banks are fairly valued at this point. A lot of the questions surrounding banks over the next little while will be, how far do energy prices fall and how does that affect the housing market.


Price:
$74.710
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 TOP PICK Bruce Campbell (1)

Has some US business, which is a benefit to them. This has pulled back an awful lot here, and discounted a lot of the capital markets side. The next couple of quarters won’t be great in that area, but will be a year from now. Dividend yield of 3.89%.


Price:
$76.610
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-19 BUY Zachary Curry

This is really a wealth management bank. For Canadian banks as a whole, it is the future growth in mortgages. Basically the banks have grown at a rate that was double the GDP for a long time, predicated upon a strong Canadian housing market and increased accumulation by Canadians. These 2 things are definitely going to slow. The recent pullback is a good entry point.


Price:
$75.800
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-01-16 COMMENT Ryan Bushell

There are a lot of worries on banks right now. The energy sector and the debt associated with it has created some concern. Relative to utilities, pipelines and telcos, banks are very cheap on an earnings basis. Relative to other banks globally, they might be a little bit expensive. He doesn’t think any of the Canadian banks, even in a bad housing market, oil market or both, will be cutting their dividends. At a 3.5%-4% dividend yield, they are in line with other dividend payers, and thinks they are going to be alright, so holding positions in a bank is going to be a good thing to do.


Price:
$75.510
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-13 COMMENT Paul Taylor

This bank or US banks instead? In the last year or so, he has employed the strategy of going into US banks. This is because he has a better view of the US economy and US consumer than he does of the Canadian consumer. Believes the Canadian economy underperforms the US economy by 50 to 75 basis points of economic activity. This bank has a very good franchise, and you buy this for its diversity across 3 businesses, the retail bank, the wealth management division and capital markets. Strong Canadian base with a strong US presence. It should do well.


Price:
$76.700
Subject:
CANADIAN LARGE & GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-13 PAST TOP PICK Christine Poole

(A Top Pick Jan 7/14. Up 12.19%.) Likes the group and this is one of the 3 that she favours within the group. Likes their diversification across all their businesses. It tends to trade at a premium to the group, but it has a high ROE, and with the pullback it is trading at about 11.5-12 times earnings.


Price:
$76.700
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
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