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

Toronto Dominion Stock Symbol: TD-T

Last Price Recorded: $50.8100 on 2016-02-13

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Date Signal Expert Opinion Price
2016-02-12 BUY Jason Mann

A good Buy at these levels. All the banks are discounting or have already discounted the oil price decline in Canada. There has been US Shorting on our bank names because of assumed real estate exposure. However, he thinks valuation is attractive on pretty much all of the banks.


Price:
$50.810
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-02-11 BUY Kash Pashootan

TD-T vs. BNS-T.  They are different in terms of the business.  Both get half of their revenue from outside of Canada.  BNS-T has been beaten up more because the Latin American economy is less stable than the US.  It is a good entry point if you don’t have exposure to Canadian banks.  It will be a 9% return including dividend for 5 years amongst volatility.


Price:
$49.700
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Unknown
2016-02-11 COMMENT Paul Harris, CFA

An issue he has with Canadian banks is that bad debt on commercial loans has been very, very low, so you could see an uptick in that sort of thing. Has reduced his position in this bank.


Price:
$49.700
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 BUY Allan Meyer

Banks have come off 5%-17% from their recent highs, and this is a great buying opportunity. You are getting them well below market multiples. He prefers using the BMO S&P TSX Equal Weight Bank Index (ZEB-T).


Price:
$52.400
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-02-02 COMMENT Keith Richards

TD Bank (TD-T) and Enbridge (ENB-T) in a TFSA? This is a bet on the Canadian economy. Will the Canadian economy pick up in the next 5 years? Probably. If you have the patience to deal with all the ups and downs, you might be okay. However, over the next 12 months or so, he is not so positive on the banks.


Price:
$51.850
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Unknown
2016-01-29 TOP PICK David Cockfield

Banks have been under pressure because of Short selling in the US. We had a reasonable recovery in the latter part of 2015, and then it sold off again. Somehow US Shorts got the idea that our banks have lent a whole lot of money to the oil patch and are going to lose on a whole bunch of loans. This bank has less than 1% of its loans in the energy sector. This bank has a huge US operation. Dividend yield of 3.87%.


Price:
$53.150
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-26 DON'T BUY Ross Healy

There is downside risk on every single Canadian bank. They are superb value, and have lovely yields, but Americans have got the wind up that there is going to be a collapse in Canada, and real estate is going to kill everybody who isn’t killed by the oil patch, and banks are going to be in deep trouble. That is rubbish as Canadian banks are very well run, but have all given short term Sell signals, not deep catastrophe types of things. This has risk to about $47. At that price, he would be more than happy to buy it.


Price:
$50.870
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-21 COMMENT Greg Newman

One of the brighter banks here. About 25% of earnings are coming from the US giving you the FX support. Also, it is a centrally Canadian focused bank. Sees earnings per share growing over the next couple of years at 5.8%. One of the best banks to be buying right now. In order to pick away at this, he would be writing some puts.


Price:
$50.180
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Unknown
2016-01-20 TOP PICK Douglas Kee

Dividend yield of 4.13% which they increased in 2015 x 6%-7%. This year the increase will probably be closer to 4%-5%. They are challenged like other banks by low margins and an energy portfolio. Their energy portfolio is lower because they are primarily Ontario-based, and also the big retail in the US.


Price:
$49.410
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-01-19 COMMENT David Burrows

Canadian Banks have been a great place to be for many years. The rate of change in the Canadian economy is likely to continue to slow as the impact of energy washes through the country. This bank has done a great job in building US assets, and their US presence is doing very, very well, but a lot of their business is in Canada. If the strong part you want to target is the US, then target a US bank. He would suggest Wells Fargo (WFC-N) which has a significant piece of the US mortgage industry. It has pulled back, but is into some longer term support.


Price:
$50.290
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-01-14 HOLD Stan Wong

Banking sector looks attractive from a valuation standpoint, but from a go forward economic standpoint, we have to be careful as to whether or not oil prices are going to go down 20-25 etc. That will have a ripple effect on the consumer in Western Canada, and might even move into the real estate market in central Canada. Trading at 10.6X forward earnings with a 4% dividend. He has no trouble with the cash flow and the dividend yield. Will probably grow its dividend by high single digits going forward.


Price:
$51.290
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2016-01-12 PAST TOP PICK Christine Poole

(A Top Pick Jan 13/15. Up 4.09%.) Not great, but pretty good versus the market and some of the other Canadian banks. Banks as a group are quite attractive. Now that Canada is going back into recession, the multiples have contracted quite a bit and they continue to raise dividends in the single digit range. Likes this bank’s US exposure, which is about 25% of their overall business.


Price:
$52.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2016-01-11 COMMENT Kash Pashootan

Rate Reset Preferred.  The yield is taxed as a dividend.  It becomes very important what the Bank of Canada Rate is as it comes near a date for reset.  That is where the risk is.


Price:
$51.390
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Unknown
2016-01-07 COMMENT Michael Sprung

Banks with exposure to the US have been a little bit less impacted than others. This bank has built up a very good base in the Northeastern US. His question has always been what is the return on capital, and how long until shareholders really benefit from that. Because of that, he has no exposure to this bank. Prefers others at this time.


Price:
$51.030
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2015-12-30 COMMENT Norman Levine

Buy for grandchildren and leave it where it is? Based on this phrasing, it is a great idea. Over the long, long run, Canadian banks are great investments. In the near term, not so hot, as there are going to be a lot of headwinds. You can do this with any of the banks.


Price:
$55.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
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