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Sunlife Financial Stock Symbol: SLF-T

Last Price Recorded: 41.5700 on 2014-08-01 01:14:12

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Date Signal Expert Opinion Price
2014-07-22 COMMENT Colin Stewart

Thinks this will do well in a rising interest rate environment in the next several years, as life insurance companies do well where they can reinvest their float in a higher interest rate environment and generate higher earnings. Attractive from a balance sheet perspective.


Price:
$40.660
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
SELECTIVE
Owned:
No
2014-07-21 HOLD Bruce Campbell (1)

This will get benefits from higher interest rates, which he thinks are coming at some point. Decent earnings growth in the 10%-12% range. Nice dividend. Prefers Manulife (MFC-T) because of their Asian exposure.


Price:
$40.820
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-04 TOP PICK Lyle Stein

Believes interest rates are going to go up at some point. He gets more leverage through a lifeco to an increase in interest rates, than he would from a bank. Very good capital discipline. He can see the 3.59% dividend starting to grow. Also, has exposure to Asia.


Price:
$39.940
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-07-04 COMMENT Paul Harris, CFA

Good company. Well run. About 3.5% dividend yield. They are trading at the higher end of their range of 1.5X Book. ROE will be lower than the banking sector because of the rate environment.


Price:
$39.940
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2014-06-24 TOP PICK Stan Wong

Long term interest rates should normalize in 12 to 18 months.  Equity markets will grind higher over the next 12 months.  3.7% dividend will grow nicely.  Revenues are well diversified between Canada and US.


Price:
$38.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-06-23 PAST TOP PICK Norman Levine

(Top Pick Jun 18/13, Up 31.72%) There were concerns back then that their preferred would stop paying, but he disagreed.  They get a lot of earnings from money management so less exposure to interest rates. 


Price:
$38.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-09 COMMENT Andy Nasr

There are a bunch of catalysts on the rise for this. Will benefit from increasing their wealth management exposure. Will also benefit from a little increase in interest rates. Also, more and more companies are now having insurance companies manage their pension plans them.


Price:
$38.480
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-06-05 TOP PICK Ryan Bushell

One of the few spaces you can look at, which will benefit from rising interest rates. The mix of product they are in is a really good in terms of what they can offer clients as an alternative to a bank and other financial institutions. Recent results on the Canadian side were excellent. Have the highest dividend yield in the group with the potential to increase it. Yield of 3.76%.


Price:
$38.250
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
Yes
2014-04-29 DON'T BUY Paul Harris, CFA

12.3 times earnings and one of the higher dividend yields.  He worries about the fact that insurance companies have had such a nice run.  Thinks they need a much steeper yield curve.  It is hard for them to make money in this environment.  Would prefer a US lifeco name if you want to be in lifecos.


Price:
$36.920
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVE
Owned:
Yes
2014-04-24 HOLD Darren Sissons

The dividend was good before it ran up.  But as interest rate rise they will be a good catalyst for this one.  Buy and hold it.


Price:
$36.990
Subject:
GLOBAL LARGE
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
2014-04-23 COMMENT Lorne Steinberg

There is still upside in this stock. Earnings are poised to take a jump in 2015 for a variety of reasons. He is looking at this to increase its dividend again. In 2015 he is looking for 11X earnings which is still relatively cheap for a great company.


Price:
$36.980
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2014-04-15 HOLD Keith Richards

Chart shows a long uptrend from early 2012, but has recently had a breakdown. He would give it the benefit of the doubt because sometimes you get the breakdowns and as long as there is a support level ($35 on this one) the stock is still in reasonably good shape.


Price:
$35.750
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2014-04-14 DON'T BUY John O'Connell, CFA

Has been under a little bit of pressure recently.  This one is okay down here, but MFC is the more interesting one and he prefers it due to better growth prospects.  Move on from SLF to MFC.  He also likes JPM-N for financials.  You could take a look at C-N also.


Price:
$35.650
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-04-08 BUY David Cockfield

Has no real problems with this. Well-run company. Ran into some of the same problems that Manulife (MFC-T) had, but he likes their distribution of business better. Good company and the dividend is okay.


Price:
$36.660
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2014-04-01 HOLD Christine Poole

She does not own any lifecos right now. Her preference has been Cdn banks. Has a big asset management business in the US which benefits when markets appreciate and funds flow into wealth management business. Over the long run, this is a decent holding and is going to do well.


Price:
$38.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
Showing 1 to 15 of 723 entries
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