Viewing Company Sun Life Financial Inc | StockChase
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Sun Life Financial Inc Stock Symbol: SLF-T

Last Price Recorded: $44.4600 on 2017-05-25

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Date Signal Expert Opinion Price
2017-05-24 COMMENT Zachary Curry

Had a tough Go in their last quarter with a lot of redemptions in the US on the mutual fund side. He would prefer Manulife (MFC-T) which has a stronger exposure to Asia. Also, their core business of selling insurance is going very well. He doesn’t own either. Dividend yield of 3.9%.


Price:
$44.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-05-16 COMMENT Lorne Steinberg

Canadian Banks versus lifecos? He is a bigger fan of the lifecos. Manulife (MFC-T) and Sun Life (SLF-T) are going to get a big boost from rising interest rates. It is already starting to happen. The yield curve is steepening. Lifecos have been suffering and living with low interest rates for a long time. Both companies are also quite global. They have big presences in the US and in Asia. He sees a better earnings growth over the next few years.


Price:
$45.500
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Unknown
2017-05-16 COMMENT Christine Poole

She owns and prefers Manulife (MFC-T), which will have a chance to do some catch-up. Manulife's earnings are finally coming through, and she likes their positioning in Asia. Also, has traded at a discount to Sun Life, but going forward, she feels Manulife will have better earnings.


Price:
$45.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-04-20 TOP PICK Lorne Zeiler

Compared to the other insurers, their valuation is more reasonable at 7.6X earnings. Recently they’ve provided their medium-term outlook, looking at 8%-10% earnings growth per year. Very stable name. Dividend yield of 3.6%. (Analysts’ price target is $54.)


Price:
$47.800
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 COMMENT David Burrows

Financials are a theme we are going to be focused on for the next number of years. Insurance, banking and investment dealers all do well when long-term rates are rising. We turned a long-term corner on interest rates at the beginning of last year, and reversed a 30-year trend to lower rates. This is not going to be a straight line. You own this because you like their asset management and wealth management businesses. In the last couple of months, long term rates have pulled back a little, so the whole insurance sector has been under some pressure. He prefers Manulife (MFC-T) from a technical perspective, as well as some US companies. However, you should do well with the whole group.


Price:
$47.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-04-18 HOLD John Stephenson

This has had some struggles lately, mainly with its asset management division. Institutional money and redemptions have been fairly high for several quarters. All in all, it has been a pretty bright light for the company, which is sort of a surprise. Eventually it will get back on track, but it needs that catalyst to move higher.


Price:
$46.950
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-04-13 COMMENT Paul Harris, CFA

This has run up on expectation of higher interest rates, but pulled back and is moving sideways. The risk is that interest rates don’t go up as much as people are expecting. Not an expensive stock, and you can own it if you have a 3-5 year time frame.


Price:
$46.690
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-04-11 PARTIAL BUY Cole Kachur

This is a good Buy at these levels. You could buy some shares, continue to hold it and collect the dividend, and on any weakness you could re-buy. Interest rates are expected to go up twice more in the US this year, which would generally be positive for insurance companies. He prefers Manulife (MFC-T).


Price:
$47.480
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-04-06 BUY Stan Wong

As a sector, he likes the insurers. As interest rates move higher, equity markets rebound and the economy generally rebounds, insurers make a lot of sense in a portfolio. He has just bought this on the back of this recent downturn. Trading just above the 200-day moving average and it pays a nice dividend of 3.5%. Expected to grow their dividend by over 10% a year, which is important in a rising interest rate environment.


Price:
$47.730
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-05 COMMENT Brian Madden

Life insurers, by virtue of how their balance sheets are set up, own a lot of bonds. A rising rate environment is good for them because as bonds mature they can be reinvested to generate higher coupon increments, which helps profitability. He prefers Manulife (MFC-T). Lifecos had a very strong rally into the 4th quarter, and then they faded. The pullback probably makes these buyable.


Price:
$47.640
Subject:
CANADIAN & FIXED INCOME
Bias:
BULLISH
Owned:
Unknown
2017-03-30 BUY Jason Mann

He generally likes the insurers as they benefit from rising interest rates.  He prefers MFC-T, however as it is a little cheaper.  You can own either of them.


Price:
$48.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-03-30 HOLD Veronika Hirsch

A healthy dividend of 3.4%.  You can expect it to grow over time.  It is not a company she is terribly excited about.  She does not see a whole lot of growth ahead of it.


Price:
$48.700
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
OPTIMISTIC
Owned:
No
2017-03-23 BUY Norman Levine

He is a big fan of lifecos.  He owns this and POW-T as well as MET-N in the US.  He likes them because he sees interest rates going up.  It has little to do with what the Fed will do.  Their profitability comes from bonds.  They have gotten much bigger in the money management business.


Price:
$48.360
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-17 TOP PICK Michael Sprung

He likes the insurance companies in this environment. Life insurance companies tend to do particularly well in any sort of rising interest rate environment. This has significant operations, not only in Canada, but also in the US, UK and Asia. Very well positioned to increase their ROE over the next couple of years. They have a target of 12%-14% ROE, which he believes they’ll be able to achieve. Dividend yield of 3.4%. (Analysts’ price target is $54.)


Price:
$49.270
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-03-09 TOP PICK Stan Wong

With 40% of its revenues coming from the US, this will benefit from proposed deregulations and tax reforms. Rising interest rates will help this. Lifecos will also benefit from aging demographics. Dividend yield of 3.39%, which he estimates to grow by about 10% a year for the next few years. Trading at 12X forward PE, which is pretty cheap. (Analysts’ price target is $54.)


Price:
$49.400
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
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