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Sun Life Financial Inc Stock Symbol: SLF-T

Last Price Recorded: $42.3700 on 2016-05-05

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Date Signal Expert Opinion Price
2016-04-01 COMMENT Allan Meyer

Sun Life or Canadian banks? He likes this on a valuation basis. The PE is similar to the banks. Free cash flow to EBITDA is something like 18%. This will be affected by interest rates more so than the banks.


Price:
$41.850
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-03-21 COMMENT John Kim

Large Canadian financial life insurance company with global operations, mostly in Canada and the US. The problem has been the yield curve, which needs to steepen, which is when all financials will do well. He owns Manulife (MFC-T) instead.


Price:
$41.900
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2016-03-15 COMMENT David Burrows

This is seen as having a lot of exposure to wealth management. Anything with a touch point to wealth management going through end of December-January, early February was going to have difficulty in a weak market over macro concerns. This company is doing a good job in building their business. Money is now rotating back into equities. If your view is constructive on markets, your view on this company should be there as well. This is probably okay going forward.


Price:
$41.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-03-10 BUY Christine Poole

She owns MFC-T.  Outflows from their funds are a headwind.  Lifecos are all attractively priced here.  She prefers MFC-T because of their 30% Asian exposure. 


Price:
$40.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
No
2016-03-04 BUY David Cockfield

This is an insurance company that he likes. The multiple and yield are okay. Likes the way they are doing business. A good solid business. Their wealth business is doing quite well.


Price:
$40.540
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-29 PAST TOP PICK Ryan Bushell

(Top Pick Jan 16/15, Up 12.79%) People were playing it as a rising interest rate trade, but interest rates did not go up.  He plays it on the aging demographic and turning lump sums into monthly income.  This is his preferred pick.


Price:
$40.340
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
SELECTIVE
Owned:
Yes
2016-02-26 COMMENT Michael Decter

Sun Life (SLF-T) or Manulife (MFC-T)? A hard choice. He owns Power Financial (POW-T) which owns Great West Life (GWO-T), because he likes the additional assets they have. There is a bit of a feeling that insurers may be a better deal than banks with the banks having to shore up their loan loss provisions. Would probably rank this as a tie between the 2.


Price:
$40.650
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
No
2016-02-11 COMMENT Paul Harris, CFA

Has stayed away from a lot of the insurance companies as he thinks dividend yields are going to remain relatively low, and they don’t make as much money. Not expensive and pays a very good dividend at about 4.2%. Trading a little bit above BV and not at a high PE multiple either. Great company, but feels you could put your money in other places.


Price:
$37.930
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-02-09 HOLD Andy Nasr

Feels this has a little bit less risk than Manulife (MFC-T). Both are very good businesses and both have gone down in the same direction. Risks that investors have expressed about both companies and Canadian Banks pertains to not just interest rates but also to the wealth management businesses they have. 


Price:
$37.940
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 BUY Michael Sprung

Likes the lifecos. This has close to a 4% yield. The one thing that has held them back is their MSF, their large American asset manager that has had some net outflows lately. Recently had a dividend increase, and would expect they could have more over the next few years. If we get into an environment where interest rates start to gradually go up, that is generally good for the lifecos. This has big exposure in India.


Price:
$39.320
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-03 TOP PICK Norman Levine

Its life insurance business is a good quality business. They are going after pension funds to annuitize them. Right now they are getting about 45% of their earnings from MSF, their investment management subsidiary. He likes that business very much as it has good growth and good margins. Their Asian growth is in safer areas such as the Philippines. Dividend yield of 4.06%.


Price:
$38.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-01 BUY Brendan Caldwell

The banks have been the dominant performers in the financial sectors.  SLF-T has been under a lot of pressure along with the banks because of fears of exposure to the oil patch.  LifeCos tend to do much better in a rising market because of their wealth management business.  Insurance companies have been competing longer abroad than the banks.


Price:
$39.460
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Unknown
2016-01-29 BUY David Cockfield

Sun Life (SLF-T) or Manulife (MFC-T)? Prefers this one. Has a very competitive wealth management operation. Manulife has done very well in the last little while, tidying up their financials and getting themselves out from under the equity problem they had. Likes the fundamentals of the insurance companies, as he is reasonably bullish on equity markets.


Price:
$40.180
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-22 COMMENT Michael Simpson, CFA

Sun Life (SLF-T) or Manulife (MFC-T)? Both are great institutions. Manulife has a slightly bigger presence in Asia, which he likes, as it is a very immature market and will continue to grow. They each have good wealth management franchises. Both are good companies and over time you will see dividend growth from both. Dividend yield of around 4%.


Price:
$39.230
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
OPTIMISTIC
Owned:
Unknown
2016-01-19 HOLD Michael Smedley

You are dealing in high quality with one of the 2 major life businesses. You are looking at a corporate portfolio holding. Doesn’t think you should ever sell this down here.


Price:
$38.180
Subject:
CANADIAN
Bias:
BEAR
Owned:
Unknown
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