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Bank of Nova Scotia Stock Symbol: BNS-T

Last Price Recorded: $66.9300 on 2015-04-28

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Date Signal Expert Opinion Price
2015-04-23 BUY on WEAKNESS Greg Newman

Has had a big move since the March lows. The game in financials right now is about cost cutting. Government is going to increase taxes on shadow dividends, which is going to knock another 1% off his 2016 estimates on the banking group in general. Banks are a good group. Dividends are high. You are probably going to have a better time to Buy over the next couple of months.


Price:
$66.840
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2015-04-21 COMMENT John O'Connell, CFA

A great bank. Struggling a little right now because of its exposure to Latin America, which people are worried about. Has a new CEO who is straight shooting. Likes what he is doing. Taking tough medicine in Mexico and Latin American countries. These are cyclical problems, but there is a real risk that you could have some kind of emerging market contagion, and this bank is the most exposed. Be wary of owning an oversized position in this.


Price:
$66.600
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-04-16 COMMENT Kash Pashootan

This is a meat and potatoes type of name that you want to own in your portfolio. He is underweight Canadian banks relative to the TSX index, primarily because a large part of their revenue comes from net interest margins. With interest rates continuing to stay low, the spread is going to continue to be lean. What has offset that is the Canadian consumer intoxicating themselves with debt and continuing to borrow. He is starting to see a ceiling there in that loan growth is slowing. What is unique with this bank is that a large part of their revenue is coming from Latin America.


Price:
$65.730
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH
Owned:
Yes
2015-04-14 COMMENT Christine Poole

Bank of Nova Scotia (BNS-T) or Home Capital Group (HCG-T)? Recently ran into problems with international operations, but longer-term that is a higher growth area. Both stocks have pulled back. Her preference would be this one because of their diverse business base.


Price:
$64.660
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-04-10 PAST TOP PICK David Cockfield

(A Top Pick April 8/14. Up 3.2%.) Has been surprised at the poor performance of the banks. Feels this has been a Buy through this period, and he has added to positions on dips. (See Top Picks.)


Price:
$64.410
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-09 WAIT Fabrice Taylor

Has had the most successful expansion strategy outside of North America.  The results will be washed over by what happens in Canada.  Consumer sentiment is against banks.  It is hard to lose money over the long term.


Price:
$64.220
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-03-31 DON'T BUY Paul Gardner, CFA

His least favourite of the banks. It has a large exposure to Latin America and is focused on the global market in wholesale banking. The banking world is very competitive right now. This bank is well capitalized and well rated, but Latin America is under stress.


Price:
$63.540
Subject:
LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2015-03-23 BUY Brooke Thackray

Canadian banks tend to do well this time of the year until mid-April.  He sees some upside for the Canadian banks right now. 


Price:
$63.750
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2015-03-20 BUY Norman Levine

He is thinking of adding to his position.  It is the only Canadian bank be owns.  They have more of their operations outside of Canada than any other Canadian bank. 


Price:
$63.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-16 PAST TOP PICK Andrew Hamlin

(Top Pick Jun 5/14, Down 6.69%)  There is nothing wrong with it and for a number of months he has been more positive on US regional banks.  He doesn’t own any Canadian banks.


Price:
$63.750
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
No
2015-03-13 COMMENT Gavin Graham

This bank has Latin America, the Caribbean and Asia. If you are concerned about the problems in the domestic market, this and Toronto Dominion (TD-T) are the 2 banks that have non-Canadian exposure. This bank has been an under performer because of problems in its emerging-market book. If you are going to buy one bank, it would be this one.


Price:
$62.850
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2015-03-10 BUY John O'Connell, CFA

Well-run bank. They have a new CEO who is shaking things up quite a bit. Had some problems in their Latin American and Caribbean operations. He thinks the 4.33% dividend is safe and will protect you in a sloppy market. Canadian bank stocks look attractive here. They have all had 10%-15% corrections.


Price:
$62.620
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-05 BUY Brian Acker, CA

Their international exposure does not affect his analysis.  RY-T has had no upside to model price for years and now has over 10%.  The model price for BNS-T is $74.71 or 15% upside.  It looks attractive here.


Price:
$65.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-03-02 BUY on WEAKNESS Larry Berman CFA, CMT, CTA

Thinks Canadian Banks move sideways for a while.  At $66-7 it is probably not compelling.  He has reduced bank exposure.  The dividend is safe and attractive.  You may get an opportunity to get it at the low end of the trading range sometime this year.


Price:
$66.930
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-02-27 COMMENT Stan Wong

You would own this one for its International exposure and its decent dividend profile.


Price:
$66.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 1,068 entries
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