List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-22 | BUY | John Wilson |
Down last two years but up on the current one. They lost some of the leverage to improving equity markets through hedging. But benefit from emerging markets. Good long term hold and you could own it here. Tweet finance |
Price: $16.230 Subject: NORTH AMERICAN - LARGE Bias: SELECTIVE Owned: No |
| 2013-05-17 | BUY | Norman Levine |
Likes life insurance over the banks. See interest rates going up eventually. Equity markets going up as well, which is also positive for them. Tweet finance |
Price: $16.110 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: No |
| 2013-05-03 | WATCH | Keith Richards |
Better than expected earnings. There is a bit of a lid that it is coming into now. He wants to see it break the lid before it will go to the next level of $17 or higher. Tweet finance |
Price: $15.610 Subject: TECHNICAL ANALYSIS Bias: DEFENSIVE Owned: Unknown |
| 2013-05-03 | HOLD | Michele Robitaille |
Just reported quite good results. Have had very strong results out of the US but would like to see stronger growth coming out of Asia. Managed to lower their sensitivity to interest rates to capital markets which is positive. Tweet finance |
Price: $15.610 Subject: DIVIDENDS & REITS Bias: CAUTIOUS Owned: Yes |
| 2013-05-02 | HOLD | Alex Ruus |
Good, solid, big Canadian financial. Has had a great run over the last year. Just had a weak quarter so in the short term he expects a little bit of weakness. Good, solid, blue chip company. Most of the damage was done 5 years ago in the 2008-2009 pull back. Could see a bit of a pull back this summer. Tweet finance |
Price: $15.330 Subject: NORTH AMERICAN Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2013-05-01 | COMMENT | Brooke Thackray |
This company is still a little bit levered to the market, so if you believe the market is going up, you step into this. If you don’t, then you go to another insurer. Has done quite well but recently broke its upward trend line and is going sideways. Major support is about $13 and if it breaks that support on the downside, it would then go down to about $12.50. If you own, you might want to hold it a little bit but this is not the seasonal time for this company. Tweet finance |
Price: $14.760 Subject: SEASONAL INVESTING Bias: CAUTIOUS Owned: Unknown |
| 2013-04-30 | PAST TOP PICK | Lorne Steinberg |
(A Top Pick Sept 11/12. Up 28.14%.) Earnings are in recovery mode and are poised to continue to rise over the next few years at lower double digits. Still sees quite a bit of upside here. Tweet finance |
Price: $14.890 Subject: VALUE STOCKS & HIGH YIELD BONDS Bias: BULLISH on FOREIGN Owned: Yes |
| 2013-04-26 | PAST TOP PICK | Michael Sprung |
(A Top Pick April 27/12. Up 13.22%.) Tweet finance |
Price: $14.570 Subject: CANADIAN LARGE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2013-04-25 | DON'T BUY | Paul Harris, CFA |
He is negative on life insurance. Property and casualty is his preference. But MFC has done well, great franchise in Asia. In this environment he doesn’t see how they make their ROE targets. Maybe own it in 2014. Tweet finance |
Price: $14.690 Subject: NORTH AMERICAN - LARGE & GLOBAL EQUITIES Bias: SELECTIVE Owned: Unknown |
| 2013-04-18 | DON'T BUY | Barry Schwartz |
Got fed up with the potential for their return going forward, which he thinks is going to be restricted because low interest rates are here for years and years to come. You can’t go too far wrong with this because valuation is cheap. Dividend is completely safe. ROE is coming back. Feels there are better opportunities in the financial space. Tweet finance |
Price: $13.990 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on US ECONOMY Owned: No |
| 2013-04-12 | SELL | Don Vialoux |
If you own, you have done very well. However, recently, it broke a support level, established a downward trend and is now underperforming the market. Below its 20 day moving average. Now is the time to take some profits. Tweet finance |
Price: $14.330 Subject: SEASONAL INVESTING Bias: BULLISH Owned: Unknown |
| 2013-04-10 | BUY | Greg Newman |
Has started to not do so well over the last little bit. Probably because of the great rotation of money coming out of bonds and going into stocks. However, sales growth has been very strong across all regions. Core earnings have been very good. Last quarter was not messy at all. However, they are having higher costs from new business strain. Probably a good buy at these levels. Tweet finance |
Price: $14.650 Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES Bias: OPTIMISTIC Owned: Yes |
| 2013-04-03 | DON'T BUY | Jason Donville |
Several issues with lifecos. With low interest rates, can they live up to their actuarial assumption? Also, exposure to the Europe bond market. Those things are probably behind them now so the question is, are they just good old solid financials now. In his mind, none of them stack up to being as good as the strongest bank. Tweet finance |
Price: $14.580 Subject: GROWTH STOCKS Bias: SELECTIVE Owned: No |
| 2013-03-27 | COMMENT | Don Lato |
Has done well over the last 3-4 months as they’ve hedged more and more of their exposure to both equity markets and interest-rates. Unhedged portion is certainly benefiting from the increase in markets globally. Still a reasonable multiple. Feels it is the best run Canadian insurance company. The particular attraction here is their growth in Asia. Dividend yield is modest but relatively secure at these levels. Tweet finance |
Price: $14.800 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: Yes |
| 2013-03-11 | DON'T BUY | Ryan Bushell |
(Market Call Minute) He owns and prefers SLF-T. Tweet finance |
Price: $15.650 Subject: CANADIAN DIVIDEND Bias: BULLISH on DIVIDEND STOCKS Owned: No |