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Sunlife Financial Stock Symbol: SLF-T

Last Price Recorded: $38.4400 on 2015-01-29

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Date Signal Expert Opinion Price
2015-01-28 COMMENT Fabrice Taylor

Manulife (MFC-T) or Sun Life (SLF-T)? Both of these companies pay decent dividends in the 3%-4% range, but the business doesn’t seem to grow very much. They don’t do very well in a low interest rate environment. He would rather do something else with his money. Not his kind of investment.


Price:
$38.440
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2015-01-16 COMMENT Kash Pashootan

After 2008, the Canadian insurance companies have become more conservative and defensive in terms of their practices. They spent a good few years after 2008 playing defence, and now for the 1st time, they are slowly starting to play offense. This one is a good name, but he prefers Manulife (MFC-T).


Price:
$37.470
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
DEFENSIVE
Owned:
Unknown
2015-01-16 TOP PICK Ryan Bushell

Stock has been performing pretty well. Came off recently with the recent interest rate move. 10 year rates to the downside hurts insurers short term. Longer-term he believes that interest rates will rise, which will benefit these companies. Also, with demographics being the way they are, there is more demand for financial and retirement products, and insurance companies are good with these types of products. Expects them to continue having good growth. Their division in the US is doing well on the asset management side. Yield of 3.84%.


Price:
$37.470
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-09 BUY Andy Nasr

Has liked the insurers better than the banks over the last year, especially if you think interest rates are gradually going to move up. A great stock to own if you want a very steady dividend. Insurance companies try to match their assets and their liabilities. If you have rising interest rates their liabilities are shrinking, and if equity markets are rising, their assets are increasing. This is a good time to own them. This one also has a very significant stake in wealth management in Canada, which he thinks you will see do quite well eventually. Balance sheet is in really good shape. There might be a dividend bump down the road.


Price:
$40.200
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
BULLISH
Owned:
Yes
2014-12-05 BUY David Cockfield

Has always liked this because it is more North American focused and has never been totally happy with Manulife (MFC-T) and their far eastern type investments. Right at the moment, they are both running and look cheap. The yields are okay. Since the banks have sort of backed off here and not left many choices of where to go for yield and relative safety, insurance companies look pretty good at the moment.


Price:
$43.170
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-11-24 BUY Peter Brieger

Stock vs. Stock:  MFC-T vs. SLF-T.  Owns MFC-T and not SLF-T.  MFC’S growth over the next 3 years is higher in each year over SLF-T.  MFC-T’s PE ratio is slightly higher.  SLF-T is a great company and has been outperforming MFC-T, but going forward MFC-T can pick up their business.  With their growth rate in Asia and in asset management, they will do particularly well.


Price:
$41.560
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2014-11-06 WATCH Colin Stewart

Both MFC-T and SLF-T benefit from the same trends. Over time rates will rise and benefit their businesses. SLF-T has a stronger balance sheet. SLF-T talked about returning capital in the form of a dividend and share buybacks next year. He would wait until a hint of rates going up.


Price:
$39.640
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
No
2014-11-03 BUY Norman Levine

Life co.  Prefers SLF-T, sold MFC-T because he prefers SLF-T’s business mix.  High quality money management division. 


Price:
$39.810
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-10-24 HOLD James Telfser

If looking for some stability in your portfolio and something for the long-term, this is a great stock. He tends to like insurance companies a little bit better than banks here. Valuations are reasonable. Have really improved their capital ratios, and they have a lot of cash so they can start doing something interesting with that.


Price:
$39.160
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-14 DON'T BUY Bruce Tatters

Both this and Manulife (MFC-T) have had a terrific 2nd half of 2013 and the beginning of this year. They are at about the same multiple as Canadian banks, but don’t have that much growth. He would prefer Canadian banks instead, and US banks even more.


Price:
$37.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2014-10-06 BUY Mike MacBain

A great company with a commanding position in its business and one of the top 3 insurers in the country.  The single ‘A’ bond space does not command that high a yield.  Get the equity in a bear market for interest rates.


Price:
$40.370
Subject:
FIXED INCOME
Bias:
CAUTIOUS on BONDS
Owned:
Unknown
2014-10-02 BUY Ryan Bushell

He added to SLF-T instead of PWF-T.  PWF-T is a group of companies. SLF-T has the strongest domestic franchise.  He just recently added to his position.


Price:
$40.010
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-18 PARTIAL SELL Nick Majendie

He sold some recently because he felt it might go sideways over the next while.  Well run company, but thinks there is more upside in the banks right now.  Unlikely to increase the dividend for the next while.


Price:
$42.010
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-09-17 BUY Brian Acker, CA

Manulife (MFC-T) or Sun Life (SLF-T)? These are equal as to which one he likes. You have got to love the insurance companies. 2.5 years ago they were both coming out of the blue (his strategy). He has been holding both and they are both great. Thinks they will both do well.


Price:
$41.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-04 TOP PICK Douglas Kee

He is warming up to life companies. They will do well. Domestic insurance business is starting to grow again. He feels this company is the best at that business. They have the highest percentage in the wealth management side.


Price:
$41.360
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 743 entries
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