List by Company Name |
List by Symbol |
Notes:Asset mngmnt
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-15 | PAST TOP PICK | David Baskin |
(up 27.02% since June 5, 2012) He doesn't own anymore as the performance of their mutual funds especially the Mackenzie funds was bad. They were bleeding assets. It is a yield play of 4.5%. He did well while he owned it but didn't like the performance of underlying stock. Tweet finance |
Price: $47.550 Subject: NORTH AMERICAN - LARGE/MID CAP (GROWTH) Bias: UNKNOWN Owned: No |
| 2013-05-03 | HOLD | Keith Richards |
Seasonally the financials tend to be weak between now and late summer. Watch the lid around $47.50 and be prepared to take profits if it hits and does not to show signs of wanting to break it. Tweet finance |
Price: $46.200 Subject: TECHNICAL ANALYSIS Bias: DEFENSIVE Owned: Unknown |
| 2013-04-29 | TOP PICK | Brian Huen |
Likes the dividend yield and the cash flow being generated. Cheaper than number one in Canada (AGF) – valuation discrepancy. Positive trends in cash flow and growth. Expects continued good performance. 2.6 times book value. Tweet finance |
Price: $44.690 Subject: MATERIALS, CONSUMERS & RISK-ARBITRAGE Bias: BULLISH Owned: Yes |
| 2013-03-07 | PAST TOP PICK | Patrick Horan |
(Top Pick Jan 07/13, Up 9.54%) Tweet finance |
Price: $45.820 Subject: NORTH AMERICAN Bias: BULL Owned: Yes |
| 2013-02-12 | COMMENT | Christine Poole |
Has gone up in the last 3 weeks, which she feels is because of fund flows. As the market improves, the stock will reflect that, which accounts for a lot of the stock price movement. High-quality company. She has always played this through Power Financial (PWF-T) or Power Corp. (POW-T). Tweet finance |
Price: $44.700 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: No |
| 2013-01-08 | TOP PICK | Patrick Horan |
Big theme over the past 5 years has been outflows from equities to fixed income. Starting to see the thin edge of the wedge in reversal of attitudes towards equities. We are going to see a credit cycle default in front of us, where credit is going to be easy and will bleed into the economy and risk-taking will come back. Tweet finance |
Price: $41.700 Subject: NORTH AMERICAN Bias: BULLISH Owned: Yes |
| 2012-11-01 | HOLD | Jim Huang |
Has a very good position in the Canadian mutual fund industry with a proprietary sales force. Mutual funds, as an industry, has been stagnating. There is not as much room for consolidation. If your view on the market is positive, this could have some upside here but he doesn’t see a huge upside. Tweet finance |
Price: $39.950 Subject: NORTH AMERICAN Bias: OPTIMISTIC Owned: No |
| 2012-10-03 | DON'T BUY | Jason Donville |
(Market Call Minute) Asset management is a tough space right now. Isn't a fan of any of them. Tweet finance |
Price: $38.170 Subject: CANADIAN SMALL & FINANCIALS Bias: BULL on TECHNOLOGY Owned: No |
| 2012-09-24 | BUY | Norman Levine |
Controlled by power financial, which he owns. A great stock to own but a lousy one to buy their funds, which makes it a great stock to own in the long run. Tweet finance |
Price: $39.130 Subject: NORTH AMERICAN - LARGE Bias: BULL on GLOBAL GROWTH Owned: Yes |
| 2012-08-07 | PAST TOP PICK | David Baskin |
(A Top Pick Aug 24/11. Down 9.03%.) This is under review by him as he is becoming increasingly convinced that the whole mutual fund industry is going through a sea change. People are getting clued into fees being charged and more aware of ETF's. Tweet finance |
Price: $37.450 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2012-08-07 | SELL | Fabrice Taylor |
5.7%. Market is saying it is safe yield for now. Chart is ugly and it is not a great business. Tweet finance |
Price: $37.450 Subject: SMALL CAPS Bias: SELECTIVE Owned: No |
| 2012-07-17 | COMMENT | Jeff Young |
Asset management. Recently cut their fees as they are seeing a bit of pressure. Have been in net redemptions for a while. Doesn't expect a lot of growth until the markets turn around. Good dividend payer at about 5.5%. Tweet finance |
Price: $39.050 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown |
| 2012-06-26 | COMMENT | Peter Brieger |
Owns this one indirectly through Power Financial (PWF-T) and has always chosen to go that route. Has been very impressed with IGM over the years in the way they have established their training programs, etc. Have a consistent product. You could Buy this for the long term but in the short term it depends on markets. They have cut the fees on the number of their funds and will have to increase sales to make up for this shortfall. Tweet finance |
Price: $39.510 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2012-06-12 | BUY | Barry Schwartz |
(Market Call Minute.) Beaten up because market performance is tied to mutual funds but the dividend is rock solid and safe. Tweet finance |
Price: $39.030 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2012-06-05 | TOP PICK | David Baskin |
Lost market share due to poor performance. Stock has taken it in the chin. As a result of dip, stock has a dividend of over 5%. If they get market share increase or markets go up you will see this rise to 10 or 15% of current price. Tweet finance |
Price: $39.410 Subject: NORTH AMERICAN - LARGE Bias: BULLISH Owned: Yes |