stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

Toronto Dominion Stock Symbol: TD-T

Last Price Recorded: $52.4500 on 2015-01-27

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2015-01-22 PAST TOP PICK David Cockfield

(Top Pick Jan 22/14, Up 7.99%) Likes their exposure, and likes it better than RY-T’s.  TD-T is expanding like crazy in Florida.  Maybe they will acquire a regional bank down there, although the Canadian dollar would be a deterrent.


Price:
$51.840
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-21 PAST TOP PICK Bruce Campbell (1)

(A Top Pick Jan 7/14. Up 7.68%.) He owns quite a bit of this because of its US exposure. They have room to grow profitability in the US as the economy improves. Thinks Canadian banks are down to the point where you can buy them again for double digit returns over the next 12 months.


Price:
$50.950
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-20 COMMENT Paul Gardner, CFA

This is a special kind of bank as you get some upside from their US position. When you have about 50% of your assets valued in US$’s, you should have an upward pressure in the share price. He wouldn’t be surprised to see the stock go back to $55 very quickly. However, it is all on earnings. They have said they are going to do a lot of cost-cutting. With a dividend of about 3.5%-4% and price appreciation of 5%-6%, you are probably looking at a 10% rate of return, which is not bad.


Price:
$50.430
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
Unknown
2015-01-16 BUY Ryan Bushell

All the banks have had a pretty good run over the last year. They have really led the Canadian market up. This bank’s business, with their US exposure, is probably set up pretty well relative to some of the other Canadian banks. The US consumer is getting a big benefit out of this price drop in oil, which probably stands to filter back through some of their branches in the US. This is one of his core bank positions. This is a decent time to average into a bank.


Price:
$50.210
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-13 TOP PICK Christine Poole

Likes banks as a group. Have made various acquisitions in the US over the last few years, so they have a nice presence in the states, which is about 21% of their profits. Has one of the lowest exposures to energy in the group. They have a 40%-50% target payout ratio. Based on the current dividend that is in place and the earnings expected this year, the earnings ratio is about 41%. This tells her there are going to be dividend increases of 6%-8%. Trading at about 11.5X forward earnings and ROE is in the high double digits. Yield of 3.62%.


Price:
$51.950
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-07 COMMENT Michael Sprung

Bank of Nova Scotia (BNS-T) or Toronto Dominion (TD-T)? He thinks banks are the place to be. Financials overall are relatively good places to be in the current environment. Bank of Nova Scotia (BNS-T) and Toronto Dominion (TD-T) overlap in a lot of areas, but are quite different in terms of their overall characteristics. Scotia is a much more international bank and has been penalized somewhat lately, because of that. TD has done relatively well over the last while. They have certainly made a lot of progress in terms of positioning themselves in the US, but have also some a lot of money in behind that investment, so he feels it is a “wait and see” from a shareholder perspective. Scotia is currently selling at a discount to TD. If you were putting money in to either, on a long-term view he would rather put it into Scotia.


Price:
$52.890
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-02 BUY John Stephenson

One of the better Canadian banks. Likes its US exposure. Thinks it is very strong and feels the financials are a good place to be.


Price:
$55.220
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Unknown
2014-12-31 PAST TOP PICK Paul Harris, CFA

(Top Pick Dec 27/13, Up 15.00%) One of the few that has developed a very strong brand in the US.  They still have to show that their US brand will continue to make them a lot more money.


Price:
$55.510
Subject:
NORTH AMERICAN/GLOBAL
Bias:
Bullish on Canadian Equities
Owned:
Yes
2014-12-29 PAST TOP PICK Peter Brieger

(A Top Pick Dec 30/13. Up 15.26%.) Of all the Canadian banks, this has the most positive leverage and exposure to the US banking.


Price:
$55.700
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-24 BUY Jason Donville

In the context of a normalized portfolio, all of the big 6 banks have a Canadian franchise, and then they have something else tacked on. The tack-on with this bank is a very large US operation, and when you look around at the global economy, the US is probably going to be a star performer. Thinks this is the bank that will do the best.


Price:
$55.340
Subject:
GROWTH & FINANCIALS
Bias:
SELECTIVE
Owned:
No
2014-12-15 BUY Michael Bowman

There is lots of talk of interest rates going higher.  We should disregard the latest earnings. 


Price:
$52.130
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2014-12-05 BUY David Cockfield

A good bank. Likes it because of its US exposure. He was quite disappointed that their US numbers weren’t better. Have had a big expansion into the US and are into Florida in a big way, and expects this will pay off. This is a core stock for anybody’s portfolio. Buying on a pullback is not a bad idea.


Price:
$54.250
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-05 BUY Rick Stuchberry

A core holding for him. There is a lot of foreign selling here. If you don’t own some, you could Buy on this dip. If you do own, he would just wait it out. The yield is safe. A good quality bank.


Price:
$54.250
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH on INDIA
Owned:
Yes
2014-12-04 WAIT Norman Levine

Would own it if he was to own another Canadian Bank.  They have all the branches, but they don’t make all the money the others do in the Canada.  The expenses are starting to get a bit out of line.  When you are growing a lot sometime your expenses get a lot out of line.


Price:
$54.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2014-12-02 BUY Lyle Stein

A very, very well-run machine. Doesn’t have the capital market exposure, so isn’t getting hit like Bank of Montréal (BMO-T) or Royal (ROY-T) are today. More of a US retail bank. A solid, well-run organization and they grow their dividend consistently.


Price:
$56.810
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,292 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.