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Manulife Financial Stock Symbol: MFC-T

Last Price Recorded: $23.1000 on 2015-05-22

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Date Signal Expert Opinion Price
2015-05-21 COMMENT Stan Wong

This is starting to track a little bit better than Sun Life (SLF-T), which he owns. As interest rates start to edge upwards, this should do well. As equity markets do well, insurers also do well. The dividend is stable and will continue to move forward.


Price:
$23.100
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2015-05-19 COMMENT Brian Acker, CA

This is really about interest rates. As interest rates start moving up and we get a better economic picture of what the future looks like, then he thinks life insurance companies get a lift. His model price is $30, a 31% upside.


Price:
$23.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2015-05-11 BUY Ryan Bushell

Insurance companies are looking better and better.  Rising interest rates are a positive, but not as much as they would have been if it was not for 2008.  He is potentially looking at another position in the future.


Price:
$23.080
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
CAUTIOUS
Owned:
Yes
2015-05-08 HOLD Ross Healy

What is holding the company back is the structure of interest rates. At these kinds of levels, when you’re trying to write a long-term retirement policy and all you can get is 2%, it is tough to make any money. This is the kind of company that will do very well if and when interest rates rise.


Price:
$22.980
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-05-06 BUY John Stephenson

This would be a reasonable entry point. If you are of the view, which he is, that things are getting better in the economy, one of the things that do well in a rising economy is financials. In lifecos, your liabilities are discounted at a higher rate. They also do well in the asset management side of the business. Growth gives them opportunities for acquisition as well as expansion of their businesses. This is very big in Asia which continues to be a bright spot for them. Good name.


Price:
$22.510
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-05-04 COMMENT Don Lato

Recently switched his holdings into Sun Life (SLF-T). Feels both of these companies are very well positioned and will be benefiting from higher interest rates.


Price:
$22.390
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2015-04-29 COMMENT Bruce Tatters

All lifecos benefit from rising interest rates. Thinks this will do better. Had a terrific move in 2013 because of rates lifting off their lows. When you get the US long bond in the 2.5%-3% range, you will see a lift off in the life insurers.


Price:
$22.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2015-04-28 TOP PICK Michael Sprung

They have done so much to de-risk their balance sheet and to change the structure of the products that they sell, to be more profitable and less capital markets related. Have built a very strong balance sheet and one of the best capital bases in the industry. Have undertaken some tremendous growth initiatives in Asia as well as the US. Recently made a distribution deal in Asia. Have become very long term in focus and the ROE is improving, which he expects is going to be over 10% going forward. Yield of 2.8%.


Price:
$22.190
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-23 BUY John Zechner

He likes both MFC-T and SLF-T.  He prefers lifecos over banks in Canada.  MFC-T has taken down the sensitivity to the market.  They are in line to hit their 2016 targets that they set a couple of years ago.  The core businesses of both companies look good here.


Price:
$22.240
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-23 BUY Greg Newman

Sees 16% in earnings growth over the next couple of years, along with 14% dividend growth. They just combined with an Asian bank to get exclusivity on insurance products. Have stumbled over the last couple of years. EPS has been missing on the core earnings, but they are on track for their 2016 plan. When interest rates go higher, this will be a beneficiary.


Price:
$22.240
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2015-04-16 COMMENT Kash Pashootan

Low interest rates creates a real challenge for lifecos. This one has done a good job of transitioning from an insurance company to being more of a wealth management name. Their US wealth management is about 40% of their overall revenue. The real opportunity for them is in Asia and they have positioned themselves well to really compete in that space. He is looking at this name. 2.8% dividend yield.


Price:
$22.080
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH
Owned:
No
2015-04-14 TOP PICK Christine Poole

Thinks they are really position to grow their ROE and their Book Value. These are 2 really important metrics she looks for in a lifeco business. Have done a series of transactions, which underscores management’s focus on long-term growth. Yield of 2.8%.


Price:
$22.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 COMMENT David Cockfield

Internationally oriented and exposed. He likes to see operations that are more centred in North America, or even Great Britain and Europe. He would rather go with Canadian-based insurance companies.


Price:
$22.240
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2015-04-02 BUY Bill Carrigan

It has been outperforming the financials since 2013.


Price:
$21.560
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Unknown
2015-03-16 PAST TOP PICK Bruce Campbell (1)

(A Top Pick March 12/14. Up 4.58%.) He would have thought it would have been 10%. This is a beneficiary of higher rates, and this is why it is kind of flattish. Now that it looks like we are finally going to get higher rates, he expects the stock will end up at $24-$25 a year from now.


Price:
$21.850
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,387 entries
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