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Manulife Financial Stock Symbol: MFC-T

Last Price Recorded: $20.3300 on 2015-09-02

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Date Signal Expert Opinion Price
2015-09-01 TOP PICK Veronika Hirsch

Canadian and Asian operations are about the same and their largest operation is in the US. Considering how weak and volatile the market has been, she is really not sure whether Yellen in the US will raise rates or not. At some point we will see higher rates in the US. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 3.34%.


Price:
$20.330
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
2015-08-31 PAST TOP PICK Rick Stuchberry

(A Top Pick Sept 23/14. Up 1.11%.) Things are performing well on the operating side. They have the Asian unit which should do well. They are in the UK, in the US, and big in Canada.


Price:
$21.380
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-24 TOP PICK Peter Brieger

Down 21.3% from its high, well beyond the decline of the TSX. Growth rate and consensus earnings per share is 19% this year, 16% next year and 13% the year after. A far greater discount than it should be. Its 3 major divisions are Asia, the US and Canada. Asia, 27% of its business, is up year-over-year at 23%. Wealth management, 33% of the business, is up 31%. Canadian business is 33% of its business and is up 31%. US is 36% of its business and is up only 1%. Dividend yield of 3.49%.


Price:
$19.950
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-19 HOLD Norman Levine

In general he likes the Lifecos, and a lot better than the banks. Prefers Sun Life (SLF-T).  Doesn’t own this because the old Manulife was extremely highly levered towards markets, and now they have gone the complete opposite and deleveraged, so they don’t have much leverage any more. Their US operation is not as well run as one would hope. Long term their China exposure is going to be a good place to be. (See Top Picks.)


Price:
$21.830
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2015-08-18 BUY John Stephenson

Just bought some today. When you look at insurance companies, particularly this one, it benefits from the series of things. 1.) A very strong asset management franchise. 2.) It has a very large International exposure, particularly in Asia, so it is growing fairly rapidly. The insurance industry is relatively new to many parts of Asia. A well-run company.


Price:
$22.070
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2015-08-17 BUY Ryan Bushell

He takes the approach of buying a full basket.  He thinks SLF and MFC are the best in the sector.  He has been adding to it in the portfolio.  Dividends can increase over time and hopefully share prices follow.


Price:
$22.340
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
SELECTIVE
Owned:
Yes
2015-08-14 COMMENT Kash Pashootan

This makes sense to own as part of an overall portfolio. You are getting a decent dividend to wait. PE is not out of line. This has become considerably more defensive since 2008 and has transitioned from being insurance focused to the wealth management side of things, a more conservative way to rely on revenues. Well-established in Asia which is where he feels growth is going to come from over the next decade.


Price:
$22.560
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
No
2015-08-10 COMMENT Hank Cunningham

What does he think of floatingt rate funds such as Manulife Floating Rate Senior loan fund for the fixed income protion of a portolio?  He likes these in general. He endorses the IA Clarington Floating Rate fund and the other is the Mackenzie floating rate fund. They are a form of inflation protection.

 


Price:
$23.270
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2015-08-07 COMMENT Robert McWhirter

In spite of being a free cash flow generator, they have a 9.7% free cash flow yield. The challenge is that earnings growth is like watching paint dry. The most recent 4 quarters was down 11%. The upcoming quarter is expected to be down 7%. Year-over-year, 2016 earnings are expected are to be down 1%. 2017 looks a little rosier provided they can deliver. Earnings are expected to grow 16% against an 11PE, which is a little more realistic. Thinks the stock will mark time or decline as people end up looking for an alternative.


Price:
$23.030
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2015-07-30 COMMENT Zachary Curry

Manulife (MFC-T) or Toronto Dominion (TD-T)? From an insurance point of view this is the best in class. He likes the way management has separated out the core earnings side of things. He thinks they are selling more insurance and have a strong goal and how much they want to sell. They are growing in Asia and have a US component. Both are good names.


Price:
$23.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-07-29 TOP PICK Michael Sprung

Since the financial crisis, management has done a wonderful job of de-risking the company and making it less dependent on market trends, generating more fee income and turning it more into a wealth management company. Has opertations in Canada, the US and Asia. The operations in Asia seem to be growing quite rapidly. Recently paid about $1.2 billion up front for long-term distribution of products, which is going to serve them well in years to come. Will do very well with interest rate hikes, and he expects more dividend increases over the coming years. Dividend yield of 2.99%.


Price:
$22.980
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-27 BUY Bruce Campbell (1)

Has pulled back in the last little while. Raised the dividend once and has pretty good earnings growth, particularly from Asia. It is a net beneficiary of higher rates. Given the multiple and the growth, he thinks this is a $25 stock in one year. With the dividend, that would put you in double-digit returns.


Price:
$22.400
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-24 PAST TOP PICK Jeff Young

(A Top Pick Aug 22/14. Up 5.99%.) Likes this a little better than Sun Life (SLF-T). It has all the drivers you want in this type of market environment. Benefits from raising interest rates. Has exposure to the US and Asia. Going forward, they are set up well and management has been working very hard to grow their core earnings. (See Top Picks.)


Price:
$22.780
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-07-22 COMMENT Allan Meyer

He likes this one. You see interest rates go up, this is one of the companies that should do fairly well. Below the market multiple at about 13.5X price to earnings. Dividend yield of about 2.5%.


Price:
$23.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 COMMENT Barry Schwartz

CEO is doing a great job. This is trading at something like 1.25X Book. He would rather buy Berkshire Hathaway, a Markel, Power Corp. or AIG which are trading at Book.


Price:
$23.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 1,422 entries
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