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

Intact Financial Stock Symbol: IFC-T

Notes:formerly ING

Last Price Recorded: $96.7900 on 2017-07-25

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Date Signal Expert Opinion Price
2017-06-16 TOP PICK Greg Newman

Just acquired OneBeacon, the leading North American specialty provider, which will give them growth opportunities in the US. It is a highly fragmented space, so there are a lot of acquisitions upside. He models 18% EPS, and it is trading below its five-year average. OneBeacon is probably not accretive, but is probably neutral for 2017 earnings, and is really accretive over 24 months. Dividend yield of 2.7%. (Analysts’ price target is $103.)


Price:
$93.820
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2017-03-24 PAST TOP PICK Greg Newman

(Top Pick Mar 31/16, Up 6%) The big fires in Fort McMurray hurt them.  He sees growth continuing.  It is trading at a discount.  It can grow by acquisition.  It has its best days still ahead of it.  Rising yields in the US will help lifecos for sure.  P&C won’t receive that material an impact on their business.


Price:
$94.210
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-01-19 COMMENT Ross Healy

Analysts are calling for $6.92.  They have enjoyed a really nice growth rate, but it is running up against powerful resistance at two times book value.  He is optimistic, however.


Price:
$93.230
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2016-12-09 PAST TOP PICK Greg Newman

(A Top Pick March 31/16. Up 2.87%.) At the time, it was cheap relative to its five-year average. It is not any more, because they had very poor earnings this year. Very conservative and highly resilient. He thinks it can go a lot further from here. Yield of 2.5%.


Price:
$92.670
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-24 COMMENT Andrey Omelchak

Industrial Alliance Group (IAG-T) or Intact Financial (IFC-T)? When you have a great business and there is a one-time event that is not replicable, and the company sells off in a material fashion, this is one of the best investment opportunities, and is the kind of opportunity that Intact Financial represents. It is hard to choose between these 2. They are both long-term holds and they both know how to manage risks.


Price:
$91.880
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-04-20 HOLD Stephen Groff

A great business and management is 2nd to none. They have structural advantages that enable them to earn ROE’s well in excess of the industry. If they are not making money, no one is making money. Not cheap, but he hopes to own more down the road.


Price:
$91.490
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-03-31 TOP PICK Greg Newman

He is modelling that they grow their earnings per share by 15% annualized over the next couple of years. Until recently, one of the concerns was that their BV had dropped due to preferred shares and weakness in the stock market. Last quarter that bounced back in a very big way, so their capital levels are very strong, meaning that they can boost their dividends. Also, they can grow by acquisition. Dividend yield of 2.55%.


Price:
$90.930
Subject:
CANADIAN DIVIDEND
Bias:
BEARISH on ENERGY
Owned:
Yes
2015-12-23 HOLD Jason Donville

Property and casualty insurance. What differentiates this from most other North American P&C’s is their investment shop bolted on to the insurance company. It is superb. A world class property/casualty company. This zigs when banks are zagging. An excellent company.


Price:
$88.000
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
No
2015-11-05 PAST TOP PICK Greg Newman

(A Top Pick Sept 19/14. Up 28.56%.) Had their earnings today and stumbled a little on underwriting profitability and lower Book Value due to some energy losses and preferred share losses. A buying opportunity over the next couple of days. Great company. Still trading below its 5-year average.


Price:
$90.900
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-10-23 PAST TOP PICK Gavin Graham

(A Top Pick Sept 16/14. Up 35.46%.) The largest property/casualty Company. The big thing he likes is that they actually make money on their insurance. Have been picking up smaller deals. They are very disciplined.


Price:
$95.610
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-06-30 COMMENT Jason Donville

(Market Call Minute.) Not quite the growth he is looking for, but an extremely well-run property/casualty Company. He would say they are in the top 3 in North America. Doesn’t quite have the growth he is looking for, but an excellent business.


Price:
$86.790
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
No
2015-06-30 COMMENT Michael Smedley

Manulife (MFC-T) or Intact Financial (IFC-T)? These are 2 different types of companies and can’t really be compared. This is a life company and the other is property/casualty. This one is brilliantly run and is the biggest apart from Fairfax (FFH-T). He likes this one endlessly. It can be aggressively buying other smaller companies.


Price:
$86.790
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-06-26 DON'T BUY David Cockfield

He is not a fan of the casualty side of the insurance business.  He prefers PWF-T and SLF-T.  IFC-T has done well, but he considers this area to be subject to whatever happens.  If you believe in climate change then the future is a little uncertain.


Price:
$87.850
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2015-06-23 PAST TOP PICK Paul Taylor

(Top Pick May 16/14, Up 25.95%) A leader in the property and casualty business.  Growing through acquisition and using its scale.  They just bought some business from Canadian Western Bank.  They are a leader in a growing business space.


Price:
$87.150
Subject:
CANADIAN
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-04-30 HOLD Rick Stuchberry

Resource money moving into non-resource stocks is making them over inflated in value.


Price:
$92.930
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 136 entries
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