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Manulife Financial Stock Symbol: MFC-T

Last Price Recorded: $23.2100 on 2015-07-01

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Date Signal Expert Opinion Price
2015-06-30 COMMENT Michael Smedley

Manulife (MFC-T) or Intact Financial (IFC-T)? These are 2 different types of companies and can’t really be compared. This is a life company and the other is property/casualty.


Price:
$23.210
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-06-29 BUY Michael Simpson, CFA

A very established insurer.  They should get some strong growth from Asia where they have been for decades.  They have a dominant position here as well.  A good long term buy.  He would add to it with today’s drop.


Price:
$23.140
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-06-22 TOP PICK Michele Robitaille

(Top Pick May 23/14, Up 22.75%) It is in the initial stages of finding a new trading range.  Their investor day was very beneficial to the stock.  Higher rates would benefit this company.  You will have stronger core earnings growth than from the banks.  10-12% growth beyond 2016.  She also likes their Asian platform.


Price:
$23.800
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-22 TOP PICK Peter Brieger

It has a low payout ratio and can grow its dividend.  A clear driver is the wealth management business.  Another is Asia (except China and Japan).


Price:
$23.800
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-18 TOP PICK Greg Newman

Sees earnings growth of 18% over the next few years. He is seeing really nice growth coming from brisk sales in wealth management. Last quarter was up 97% year-over-year, Insurance was up 42%, Asia was up 15% and 45% of their earnings are coming from the US. This is a name that can benefit from a rising rate. Yield of 2.86%.


Price:
$23.790
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2015-06-11 BUY Ross Healy

Insurance companies have not been particularly good performers as interest rates have slipped.  If you reverse that process you see that their margins are widening and there is the potential for more widening of margins and this is what drives the sector. 


Price:
$23.800
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-08 PAST TOP PICK Michael Sprung

(A Top Pick June 16/14. Up 16.81%.) This is shaping up to be a good environment for insurance companies. In the last few years they have turned themselves into more wealth management companies. De-risked their balance sheet to a great extent. Have also been expanding internationally. Just did a distribution deal with DBS Holdings, whereby they put about $1.2 billion up front, which will give them good distribution for some period of time. He expects as profitability increases, there will be more dividend increases.


Price:
$23.430
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-06-05 COMMENT Kash Pashootan

Between this company and Sun Life (SLF-T), he prefers this, primarily because he sees growth in Asia, and this is very well positioned to take advantage of that. Recently did a deal with DBS Holdings, which allows them to distribute their products through the retail network. Also, did an acquisition of Standard Life about a year ago, which gave them instant clients overnight. Overall, he prefers Proassurance (PRA-N) which is a play on Obama care.


Price:
$23.680
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
No
2015-06-04 TOP PICK David Burrows

He goes to where the puck is going.  We were at 300 year lows in interest rates.  We had uncertain equity markets.  These are challenges for insurance companies.  They had to fix their balance sheet, grew outside of Canada and wealth management is now a part of their business.  We have improving capital markets and slowly rising interest rates.  These guys are the biggest beneficiaries of rising interest rates.  They are likely to grow their earnings double digits for the next few years.  This is a play on global wealth management and on the US.  It is breaking out to new highs.


Price:
$23.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2015-06-03 COMMENT Alex Ruus

One of the better places to be if rates are going to go up. Doesn’t own any of the insurers or banks right now. If you are going into this general area, he would prefer the life insurers rather than the banks at this time.


Price:
$23.540
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2015-06-02 PAST TOP PICK Lorne Steinberg

(A Top Pick April 23/14. Up 15.65%.) Still likes this. They have done a full recovery. Growing their earnings at a 10%+ rate. Healthy dividend increases along the way. Have done great acquisitions in Asia and the US.


Price:
$23.010
Subject:
Deep Value Global Equities
Bias:
UNKNOWN
Owned:
Yes
2015-06-01 WEAK BUY Larry Berman CFA, CMT, CTA

Floating rate senior loan.  Positioned as an alternative to get yield in your portfolio and minimize interest rate sensitivity.  It would fall a bit if interest rates fell.  You can hold this if you are a passive investor.


Price:
$22.940
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2015-05-29 HOLD Don Vialoux

This has been doing amazingly well in the last little while. It has recently re-established an upward trend and broke through a new high. Seasonality tends to be very similar to the financial service sector and has reached the end of it seasonal strength. Watch for signs of technical weakness going forward, which will be the time to take some profits.


Price:
$22.830
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2015-05-26 COMMENT Norman Levine

Likes the lifecos better than the banks in Canada, but this is not one of the ones he is recommending. Prefers Sun Life (SLF-T) and Great West Life (GWO-T). This company is not bad, but just not as good as the others. Back in 2007-2009, they were over leveraged to stocks and bonds, and now they have under leveraged themselves, at a time when you might want to be more leveraged.


Price:
$22.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-05-25 TOP PICK John Zechner

Have done a pretty good restructuring over the past couple of years. A rising interest rate is going to benefit the life insurance companies. They reduced their exposure to the stock market volatility pretty dramatically. More importantly, their core earnings growth is coming through. Have growth in Asia and strong growth in wealth management. Trading at a discount to what insurance companies typically have traded at, and a big discount to what the banks are trading at. Dividend yield of 2.96%.


Price:
$22.940
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 1,402 entries
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