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Sunlife Financial

Stock Symbol: SLF-T

Last Price Recorded: 30.2900 on 2013-05-22 01:14:15

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Date Signal Expert Opinion Price
2013-05-13 BUY Andy Nasr

If you own Sunlife or Manulife you will get a decent dividend. Both companies have hedged their interest rate exposure.

 Price:
$29.750
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2013-05-09 BUY David Burrows

His biggest lifeco exposure is AIG in the US.  SLF’s sales trends are little better.  Will benefit from higher long term bond yields.  He doesn’t think you will see higher interest rates any time soon.  It is not dependant on higher interest rates, however.

 Price:
$29.230
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-04-10 PAST TOP PICK Norman Levine

(A Top Pick April 26/12. Up 20.44%.) Bought this because he thought bond yields were ultimately going to go up and the lifecos are big beneficiaries when this happens.

 Price:
$27.840
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-03-28 COMMENT Paul Harris, CFA

This or one of the Canadian banks? He would prefer one of the banks. Has a very good yield but the difficulty in the insurance business is that interest rates remain relatively low and they are in a very difficult environment. Doesn’t expect there will be a lot of dividend increases.

 Price:
$27.720
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Unknown
2013-03-15 PAST TOP PICK Norman Levine

(A Top Pick March 20/12. Up 32.03%.) He had bought this as his anti-bond holding. Lifecos do much better in general when interest rates are high or if they are rising and he expects interest rates to continue to rise in the bond market. Also they are a major factor in the money management business through Mass Financial in the US and that subsidiary is doing gangbusters.

 Price:
$28.670
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-02-25 COMMENT Peter Brieger

Lifecos have done well, particularly this one. People are looking more and more at the opportunities this company has in China. Growth rates apparently are picking up substantially. China, over the next 5 years, could be very profitable for both this company and Manulife (MFC-T).

 Price:
$28.340
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-02-22 BUY on WEAKNESS Jeff Young

Lifecos have had quite a run over the last little while. They are a proxy for investors for interest rates going up and equity markets doing well. From a purely operational perspective, he feels they are probably ahead of themselves but they do benefit on the assumption side from interest rates plus their ability to reinvest. They all have asset management operations.

 Price:
$29.250
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
No
2013-02-06 COMMENT Michael Sprung

(Wrestling with the question as to whether he should take profits.) Thinks it is a little ahead of itself but if they manage to beat earnings targets it should be okay. One thing that seems to be supporting this stock has been the dividend yield. If you have a big position in this and have made a profit, he would recommend considering taking some off the table.

 Price:
$29.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-02-06 DON'T BUY Jason Donville

Numbers for the lifecos are just not that attractive for him. In his data banks, banks are screening better than lifecos.

 Price:
$29.010
Subject:
CANADIAN SMALL & FINANCIALS
Bias:
BULLISH
Owned:
No
2013-01-31 TOP PICK Norman Levine

Likes lifecos.  Turn around stock.  One of biggest money managers in the world.  Recently announced buying money management firm in Asia.  Dividend is safe and he believes lots of upside in stock.

 Price:
$29.100
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-30 PAST TOP PICK Lorne Steinberg

(A Top Pick Feb 8/12. Up 48.74%.)

 Price:
$29.500
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
UNKNOWN
Owned:
Yes
2013-01-29 HOLD Nick Majendie

Has had a huge run, of about 47% since July. There is some anticipation that interest rate will move higher, which will be helpful to it. Have been good at executing. Dividend should be safe.

 Price:
$29.460
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-01-23 BUY on WEAKNESS James Telfser

All lifecos were trading lower than BV, which is a pretty good sign for a value investor. Ranks very high in his Mark model. Have to start growing their BV now. Really tapered off their exposure to equities.  Equities have done extremely well in the last 6 months but they’re not going to get the same bang for their buck as they once did. We now need interest rates to rise. Would prefer it at around $27.

 Price:
$29.400
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2013-01-21 BUY on WEAKNESS Greg Newman

Chart is definitely scary and looking like it is getting ahead of itself but had a big beat last quarter on lower capital review charges. Core results have been great for a long time. Just sold their US annuity business, which de-risks the balance sheet. Deployed some assets in Malaysia, which is a very high growth market for them, a signal to investors that they are ready to grow by acquisition again. Trading at around 1.3X Book, pricier than Manulife (MLF-T) so there is probably better value in Manulife but people are going into this one because of the higher dividend. (See Top Picks.)

 Price:
$29.100
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-18 BUY Ross Healy

Kind of likes the lifecos and thinks they are all going to go higher. Nice thing for the forecasted earnings this year is that the dividend is safely covered. Could see it moving 15%-30% higher. (See Top Picks.)

 Price:
$28.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 672 entries
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