stockchase picture

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

Company Index

List by Company Name

List by Symbol

Manulife Financial Stock Symbol: MFC-T

Last Price Recorded: $20.3800 on 2015-01-30

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2015-01-30 TOP PICK Greg Newman

Expects that in the next 12-24 months we are going to have higher yields, which will be a tailwind for this company. 45% of earnings is coming from the US. Trading below its five-year average. Solid top and bottom-line trends in Asia. Yield of 3.05%.


Price:
$20.380
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2015-01-29 DON'T BUY Paul Harris, CFA

He has an issue with the low interest rate environment and insurance companies.  But they have brought their leverage down and that has helped them.  They would like to do acquisitions, but the big ones are few and far between.  They can grow their ROE, but you need to still see less leverage on their balance sheet.  He prefers SLF-T where they have the asset management business.


Price:
$20.570
Subject:
NORTH AMERICAN/GLOBAL
Bias:
CAUTIOUS
Owned:
No
2015-01-28 COMMENT Fabrice Taylor

Manulife (MFC-T) or Sun Life (SLF-T)? Both of these companies pay decent dividends in the 3%-4% range, but the business doesn’t seem to grow very much. They don’t do very well in a low interest rate environment. He would rather do something else with his money. Not his kind of investment.


Price:
$20.300
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2015-01-27 COMMENT Mike S. Newton, CIM FCSI

This is under a lot of pressure. The interest rate scenario is obviously not positive for insurance companies. The CEO wants to get the company up to $4 billion in core revenue, and right now they are at about $3 billion. They are going to need a lot of things to go right in order to get the last billion dollars squeezed out. He is right on the edge about being nervous in owning this name. 50% of their revenues are coming in from abroad including the US and Asia. They need a better market and they need rates to go up for them to do much better from here.


Price:
$20.440
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-01-26 BUY on WEAKNESS Don Vialoux

October to December and February to May are periods of seasonal strength.  It tends to go lower in January.  Hang in there.  Buy on weakness until part way into February.  The trend is mixed, near its 20 day moving average and it is outperforming the financial services sector and probably the Canadian market as well.  It is getting lined up.


Price:
$20.960
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-01-22 COMMENT Stan Wong

Both this and Sun Life (SLF-T) are quite interchangeable. With Sun Life you are getting a little bit higher dividend. Longer-term both insurers will do quite well as will Great West Life (GWO-T). They tend to do well with rising interest rates and rising equity markets.


Price:
$20.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2015-01-22 WEAK BUY David Cockfield

He likes SLF-T better.  The decline in interest rates really isn’t a problem.  It is good for the Canadian economy, however.


Price:
$20.590
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-01-21 STRONG BUY Bruce Campbell (1)

This will be negatively impacted on the spreads by the lower interest rates, but probably offsetting it is 275 points upwards on markets, and maybe markets continuing net higher over the year. He likes this company. Has really good Asian growth. Has pulled back lately with the softness in Canadian financials. Has a $25 target.


Price:
$20.240
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-19 COMMENT Zachary Curry

Recently sold his holdings. Compared to Sun Life (SLF-T) he thinks this is in the better space. Have had a drastically different management team since the Delasandro days, and basically made the company more conservative. On earnings calls, this is a core focus and then you have the investment side. They are pushing into Asia, which is certainly a driver. However, the bond yield side of things, over the past 4 months has definitely been an overhang. His preference would be this company over Sun Life. It is on his radar screen.


Price:
$20.300
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2015-01-16 COMMENT Kash Pashootan

Has done a better job of shifting revenues from insurance to wealth management. He likes wealth management revenues because they are re-occurring and provide some stability in the income stream. They also did a nice acquisition last year, buying Standard Life, which deepens their group benefits exposure. Most importantly, this company is well positioned in China, and he feels the middle class in China will continue to grow.


Price:
$20.230
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
DEFENSIVE
Owned:
Yes
2015-01-14 COMMENT Michael Decter

Thinks insurers are going to do reasonably well. If you were to take your profits and move, he feels the smart trade would be to a bank. Watch the relative valuations until you see a moment where there is a bigger advantage to move. Both are good, long term values.


Price:
$20.440
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2015-01-14 COMMENT Bruce Campbell (2)

At this point in time, it is probably too early to know if the pullback is warranted or not. If this is just a midcourse correction, it has probably pulled back for no particular reason. This had a great turnaround over the last couple of years. Stronger equity markets have certainly helped them and if equity markets are heading south, then the stock price is probably going to follow suit.


Price:
$20.440
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-13 COMMENT Paul Taylor

Well diversified geographically, via their John Hancock holdings in the US and a very strong presence in Asia. The big issue over the years has been to de-risk, which he feels is largely completed. Looking at 12%-15% earnings growth going forward. They are really relying on their wealth management division as their key growth platform going forward. A fairly good bet that there will be dividend increases.


Price:
$21.180
Subject:
CANADIAN LARGE & GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2015-01-12 BUY Barry Schwartz

Manulife (MFC-T) or CM (CM-T)? Could the dividend be cut? He doesn’t see how banks are going to cut the dividends. The big concern for banks is if you have a cascading housing collapse or a deep recession. Demographics make sense. Canada’s population is growing. Interest rates are very low. You should own both of these in your portfolio.


Price:
$21.330
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-01-09 TOP PICK Rick Stuchberry

When you are given an opportunity when a stock pulls back for you, you should take advantage of it. Has a good yield of 2.91%. Lifecos look better than banks at this time. If there is a lift in interest rates, there are a few stocks that might benefit from that, and this would be one of them. Has good exposure in Asia. He could see some dividend increases in the next little while. Have all the ingredients that he likes to see. A solid investment where you will be able to sleep at night.


Price:
$21.320
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,357 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.