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Manulife Financial Stock Symbol: MFC-T

Last Price Recorded: $22.2000 on 2014-12-22

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Date Signal Expert Opinion Price
2014-12-19 COMMENT John Zechner

This is his top holding in financials right now. Their restructuring is working out well. Core earnings are closing in and are on target for 2016 to be better than $2 a share. Has a great international diversification. The hedging programs they have had in place have protected investors a little bit more from market moves. There is a benefit for all the lifecos, and that is if US interest rates are to go higher.


Price:
$22.200
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-12-11 HOLD Michael Smedley

If the market goes very strong from here, insurance companies do well, because a big part of their business is investing the premiums. Good solid business and pays a decent dividend. This should continue to be a solid holding.


Price:
$21.660
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2014-12-10 COMMENT Alex Ruus

He does not own any of the big lifecos or banks. He calls life insurance companies big black boxes, as no one outside really understands what the earnings stated really mean. This company went through a lot of problems and really got beaten up. He thinks they have stabilized and are moving things forward and have some momentum with the wind behind its back. He would actually prefer this over some of the Canadian banks.


Price:
$21.590
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2014-12-09 HOLD Patrick Horan

Very well-run. Have their Book Value and Capital Reserves in order. A great stock to have. The question is, when do interest rates re-normalize.


Price:
$22.450
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-05 BUY David Cockfield

Prefers Sun Life (SLF-T), but right at the moment, they are both running and look cheap. Yields are okay. This one looks like it is breaking out, so from a technical standpoint you could go to either of these and make some reasonable money. Since the banks have backed off and not left many choices of where to go for yield and relative safety, insurance companies look pretty good at the moment.


Price:
$23.010
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-04 DON'T BUY Norman Levine

He owns SLF-T which is a lot less volatile and the quality of management is better.  MFC-T has more exposure to the US and that adds to the volatility.


Price:
$22.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Unknown
2014-12-03 BUY Brian Acker, CA

2.5 years ago this traded above his EBV -3. In his blog, he said that both this company and Sun Life (SLF-T) should be bought. His model price is $25.23, an 11% upside. He thinks it goes to $27.40 quite easily. However, if you are looking for real value, he likes Hartford Life (HIG-N), which just came out of the blue.


Price:
$22.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-12-01 PARTIAL SELL Larry Berman CFA, CMT, CTA

Ran up quite a bit because the outlook for interest rates going higher was positive.  He thinks they will stay low for decades, however.  Growth is going to be below average and interest rates need to stay low so it should underperform for a while.  It had a good run so he would say to take money off the table.


Price:
$22.620
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-12-01 HOLD Barry Schwartz

Had been very concerned about the outlook in 2009-2010, so sold his holdings. Now regrets that. The one thing that is working in their favour is that the stock market is doing really well. If interest rates do go higher, that would be even better. US insurers look more attractive to him on a valuation basis.


Price:
$22.620
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-11-28 BUY Hap (Robert) Sneddon FCSI

Good investment. Just poking above the early highs that were there at the beginning of the year. This needs a stock market that goes up, and they need rates to go up. The markets have been good even though there has not been a rise in rates. This looks like a pretty good place to be.


Price:
$22.770
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2014-11-24 BUY Peter Brieger

Stock vs. Stock:  MFC-T vs. SLF-T.  Owns MFC-T and not SLF-T.  MFC’S growth over the next 3 years is higher in each year over SLF-T.  MFC-T’s PE ratio is slightly higher.  SLF-T is a great company and has been outperforming MFC-T but going forward MFC-T can pick up their business.  With their growth rate in Asia and in asset management, they will do particularly well.


Price:
$22.160
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-21 COMMENT Michael Sprung

Doesn't think this is fully valued right now. They have a very, very strong balance sheet. Required capital is 248%, one of the highest in the industry. Since the financial crisis, they have really de-risked their balance sheet to a great extent, changed their sales mix into products that have more predictable profitability, gotten out of a lot of the market sensitive products. Extremely well-managed. Expects you could see upside from here. Wouldn't be surprised to see the dividend increased in the next year or two.


Price:
$21.910
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-21 BUY John Zechner

Manulife (MFC-T) or Canadian banks? He has both. However, if it came to one or the other, he would be inclined to go with Manulife right now. The bank sector valuation is at a very high level and earnings growth is slowing down. Feels the housing market in Canada is a little bit riskier than it is in the US. This company has done restructuring and have got their balance sheet in better shape.


Price:
$21.910
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-17 WEAK BUY Benj Gallander

Insurance companies are a good investment.  When stock markets or interest rates go up they are a good investment.  Markets are going up and interest rates will at some point.  At this point it is too expensive for him, but that does not mean it will not go up from here.


Price:
$21.830
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
No
2014-11-14 COMMENT Zachary Curry

New management seems to be focusing on their core results, pretty much selling insurance, and have mandated a pretty good target going forward. In the last quarterly earnings results, he saw some of the equity and investment return come back into that core number, so they are getting a bit blending as to whether they are selling insurance or are they investment gains. Low interest rates is a very big factor in insurance companies.


Price:
$21.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
Showing 1 to 15 of 1,335 entries
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