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

Manulife Financial Stock Symbol: MFC-T

Last Price Recorded: $18.4900 on 2016-09-23

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Date Signal Expert Opinion Price
2016-09-23 PAST TOP PICK Greg Newman

(A Top Pick Nov 5/15. Down 10.79%.) Bought this for a highly visible EPS growth, high dividend growth and a lower Cdn$ because they have some operations outside of Canada. All of this transpired. Unfortunately, their energy book brought down their book value per share. Also, low interest rate hurt the whole sector. He still models an 11% EPS growth, each year, for the next couple of years, and an 11% dividend growth. Trading at 10.2 versus its peers at 11. The whole lifecos sector is cheaper than the banks. This name can still work.


Price:
$18.490
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-09-22 COMMENT Benj Gallander

Too many people are impatient with stocks, so you should go back to basics and ask why did you originally Buy the company. Does your original rationale still stand up? It pays a reasonable dividend. When interest rates go up, which he believes they will, insurance companies should do better.


Price:
$18.740
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2016-09-20 COMMENT Andy Nasr

In a low interest rate environment, it is very difficult for lifecos to make money. Auditors at some point are going to look at the reinvestment rate required, and there is speculation they may actually lower it, meaning the company has to hold more cash on its balance sheet. However, the franchise value is excellent. Great wealth management business. Growing hand over fist in Asia. If they can just overcome the negative sentiment as it pertains to interest rates and maybe start to take a longer term time horizon into 2017-2018, then you can make a case for it.


Price:
$18.360
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2016-09-19 COMMENT Teal Linde

(Market Call Minute) They are all having difficulty, but MFC-T’s wealth management business is better than SLF-T’s.


Price:
$18.190
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2016-09-15 WATCH Daniel Lloyd

He covered his short on this one in the summer.  It is going to be "torquey to interest rates".  He does not think it is quite a buy yet. However, it is not a short any more.


Price:
$18.170
Subject:
CANADIAN
Bias:
BEARISH on BONDS
Owned:
Unknown
2016-09-14 COMMENT Rick Stuchberry

The difficulty with the lifecos is that the longer it takes for them to normalize interest rates, the tougher it is going to be on them. They have obligations that go 20 years in the future, and have to do an offset. When we go to a more normalized yield curve, that is a bonus to the lifecos. He is starting to lose patience, and might put this one on the boat if rates don’t improve.


Price:
$17.760
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-14 COMMENT Jim Huang

A well-run company and well diversified in Canada and the US, as well as Asia. The issue for all insurance companies right now is the very low interest rate. Thinks interest rates will gradually move up over the next few years and their operation will get better. Long-term it is still a good buy, but shorter term you are probably not going to see a lot of upside.


Price:
$17.760
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-09-13 BUY on WEAKNESS Christine Poole

Share price has been disappointing for the last 1-1.5 years. They’ve had headwinds with the energy sector and their bond and loan portfolios. Resolved their problems from the financial crisis and are on mode now to invest and to grow. Hopefully the macro headwinds are now largely behind them. Stock was punished because they missed expectations, so valuations are now quite attractive at about 1X BV. Likes their exposure to the Asian market. She would start buying here on a pullback.


Price:
$17.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-12 COMMENT Mike S. Newton, CIM FCSI

This has frustrated many, many people for the better part of 10 years. They disappointed in the latest quarter with some of their numbers, and they keep writing down assets. They had quite a bit of exposure to oil/gas which hurt them. It is probably going to sit in the $17-$19 range. He is not interested in it.


Price:
$18.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
No
2016-09-09 DON'T BUY Norman Levine

(Market Call Minute.) He likes the life insurance areas as a value play, but this one is his least favourite company. They seem to have problem after problem after problem.


Price:
$18.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-08-31 PAST TOP PICK Mohsin Bashir

(A Top Pick Feb 25/16. Up 4.17%.) Still cheap and still hated. In the upcoming quarter they are probably earmarking some costs associated with their revisions with their actuarial assumptions. There are some challenges ahead, but feels that a lot of them are priced in. The dividend is sustainable.


Price:
$17.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-30 SELL John Stephenson

(Market Call Minute.)


Price:
$18.310
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-08-29 COMMENT Brian Madden

The whole life insurance sector has been a troubled battleground, and hinges on interest rates being extraordinarily low. Thinks it is still going to be pretty tough to own this name.


Price:
$17.900
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2016-08-26 HOLD Bruce Campbell (2)

In his ranking system, it is in the 2nd quartile of all the companies he looks at. Technically, it would rank a lot lower. There are 2 aspects that are going to drive the business. One is interest rates and the other is their Asian business, whose economy continues to improve.


Price:
$17.820
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-08-25 COMMENT David Driscoll

Doesn’t own this, except for some of their preferred shares. The dividend hasn’t been growing in a huge way, which is the same situation for many insurance companies because of the low interest rates. He is not a big fan of the insurance companies in general.


Price:
$17.660
Subject:
GLOBAL
Bias:
BEARISH
Owned:
Yes
Showing 1 to 15 of 1,563 entries
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