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

Last Price Recorded: $7.7100 on 2017-09-22

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Date Signal Expert Opinion Price
2017-07-26 TOP PICK Bruce Campbell (2)

This has been having a huge turnaround lately. They brought on a new president who is focused on trying to get the performance more consistent with the underlying funds. That has slowed down the redemptions. Thinks the next step will be where they go from slowing down to where they will actually start to see net inflows. Dividend yield of 4.3%. (Analysts’ price target is $7.)


Price:
$7.260
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-20 TOP PICK Hap (Robert) Sneddon FCSI

This sort of fits in with his pro-growth theme. Financials are part of that. This one is a bit unique. Chart shows a long downtrend, which it broke through in April. You also got a signal in June for the longer-term. They didn’t execute very well for the last number of years, and were slow to change. Pays a decent dividend. Thinks there are a lot of tailwinds for this company. (Analysts’ price target is $7.)


Price:
$7.210
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-07-13 PAST TOP PICK Jerome Hass

* Short*. (Top Pick Jun 10’16, Down 47.16%) There has been more enthusiasm for the asset managers.  He thinks the industry as a whole is still going to suffer from the continuing trend.


Price:
$7.000
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-04-04 HOLD Gerard Ferguson

This is cheap. They are sitting on a lot of assets and earning fees from them. The asset management base has changed in the last 5 years. There has been a tremendous amount of fee compression. It doesn’t own its own distribution. This is probably fairly valued. Has a very high yield which can sometimes be a concern, but is probably safe for the foreseeable future. If looking for a new name, there are probably other areas where he would look.


Price:
$6.260
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
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
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