Viewing Company AGF Management (B) | StockChase
stockchase picture

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

AGF Management (B) Stock Symbol: AGF.B-T

Last Price Recorded: $6.3000 on 2017-02-17

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2016-11-15 SELL Christine Poole

Market Call Minute. There is not a lot of earnings momentum on this, and they have to do a lot internally to get their business model going.


Price:
$5.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-11-14 DON'T BUY David Driscoll

The problem is that they just sell mutual funds and are under huge duress right now to be able to do something more than just that. Expects they will come out with a brand of ETF’s. Net outflows are continuing. It is not a good time to be a mutual fund company. When CRM2 regulations come out, people will start to see exactly what they are paying in fees, which are much, much higher than ETF’s. 6.4% dividend yield.


Price:
$5.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-07-06 COMMENT Jerome Hass

Has a negative view on this and had it as a Top Short in June. His concern is largely with CRM2 regulations that take place on July 15, that will have a strong impact on companies such as this.


Price:
$5.040
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
No
2016-06-10 TOP PICK Jerome Hass

*SHORT* With the new disclosure rules coming into play on July 15, it is really going to hurt the mutual fund companies. There has been pressure on mutual fund fees and that is going to accelerate once the disclosure rules come into play. Also, ETF’s are going to continue taking market share away from mutual fund companies. Dividend yield of 6.25%.


Price:
$5.080
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2016-06-06 DON'T BUY Barry Schwartz

This is a no go.  It is in structural decline.  Fees are far too high considering the competition.  Turnarounds seldom turn.  It is not an investment he is comfortable with.  No analysts have a buy recommendation.


Price:
$5.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2016-04-14 COMMENT David Cockfield

Doesn’t like dual class shares. Anyone who is in the mutual fund business has a real problem with ETF’s. You can basically duplicate diversification in a portfolio, pick your spots, and decide you will run with that. This wasn’t really available when mutual funds became popular. He would use ETF’s instead.


Price:
$5.140
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Unknown
2015-12-15 DON'T BUY Brooke Thackray

Chart looks like a ski slope. They are going down because they are losing market share, mainly to ETF’s. Currently this is in a bit of a consolidation phase. Financials generally do well from January 23 into mid April.


Price:
$4.720
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-11-11 DON'T BUY James Telfser

This is a classic value trap. A lot of the asset managers are doing very, very poorly. You just don’t want to get caught up in this, because assets can continually decline. ETF’s are attracting so many assets now. There is a lot of fat in the organization. He would choose CI Financial (CIX-T) instead.


Price:
$5.010
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2015-11-09 DON'T BUY Paul Harris, CFA

You shouldn’t be buying this. Has a big dividend yield and trading at 10X earnings. They face a lot of issues including dual share structure. Have also had a declining revenue base over the last little while. They are suffering from poor performance with high cost funds in a world where investment advisors will have to list how much they make on each fund through MERs.


Price:
$5.090
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2015-10-08 DON'T BUY Douglas Kee

They cut their dividend once.  It is safe now.  They continue to suffer redemptions.  He would prefer a bank with a mutual fund business than to own a mutual fund company.  They have grown big enough that they can suffer through.  New regulations will make it a very challenging business.


Price:
$5.600
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2015-09-30 DON'T BUY Keith Richards

They have not been the leader in their field.  They are in a down trend since the end of 2013.  It does not seem like there is anywhere to stop.


Price:
$5.290
Subject:
TECHNICAL ANALYSIS
Bias:
BULL
Owned:
Unknown
2015-09-14 DON'T BUY Teal Linde

They rely on third party advisors.  It means your performance has to be very good, which it has not been in recent years.  Rev Can is doing a review of some of their tax filings and this should weigh on the stock price for a while.


Price:
$5.970
Subject:
NORTH AMERICAN
Bias:
BULLISH on US MARKET
Owned:
Unknown
2015-07-13 DON'T BUY John O'Connell, CFA

Can this return to a $12 stock? It is going to be tough. They had a big war chest after they sold off their trust division, and spent all that money on stock buybacks at significantly higher prices than the current price. They continue to pay out a dividend which is not really sustainable. The performance of the mutual funds has been challenged and investors are moving away from them. This is an area that you don’t need to be exposed to.


Price:
$5.690
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-07-02 COMMENT Andy Nasr

Looking at all the asset managers, this is the one that he is least optimistic about their prospects. These have come under a lot of scrutiny and pressure. In order to improve performance, the company has taken on additional expenses, so you are seeing the revenue decline and expenses go up. It is very likely that their AEM continues to shrink.


Price:
$5.930
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
No
2015-06-18 PAST TOP PICK Stephen Takacsy, B. Eng, MBA

(Top Pick May 5/14, Down 41.47%) He felt it would be turned around, but in the spring he realized the loss of assets under management had caused a cut in the dividend and so he got out.


Price:
$6.520
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
No
Showing 1 to 15 of 199 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.