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Manulife Financial Stock Symbol: MFC-T

Last Price Recorded: 21.9500 on 2014-08-30 01:14:11

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Date Signal Expert Opinion Price
2014-08-28 DON'T BUY Darren Sissons

Before the recession they were going to take over the world.  Then they got into trouble and had to cut the dividend.  They remain in the penalty box.  Now rising interest and equity markets are not going to have as much effect on the valuation.  Prefers SLF-T.  There is more upside to banks outside of Canada.


Price:
$21.910
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Unknown
2014-08-28 BUY Don Lato

Has performed pretty well over the last 18 months and still has a fairly nice yield. Just bumped the dividend last quarter. Trading at a pretty reasonable multiple. This would be a benefactor of higher interest rates. Likes their international exposure. 2.8% dividend yield.


Price:
$21.910
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-22 BUY Don Vialoux

This is not a good seasonal time for them.  It is outperforming the market, in an upward trend and above its 20 day moving average so one should hold it.


Price:
$22.190
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2014-08-22 TOP PICK Jeff Young

In terms of valuation versus growth prospects, he feels this is a better option over Sun Life (SLF-T). It’s a very encouraging sign that they have raised their dividend. This means they are comfortable with their business outlook and their capital position. Yield of 2.79%.


Price:
$22.190
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2014-08-21 BUY Michael Smedley

It is a difficult choice between MFC-T and SLF-T.  MFC has been doing better later.  They are overseas in the far east, but it is hard to quantify profits from this.  Thinks MFC is slightly better than SLF.


Price:
$22.310
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2014-08-18 DON'T BUY Larry Berman CFA, CMT, CTA

The biggest factor is the shape of the yield curve when you compare to banks.  Interest rates will be low for a long, long time.  Deflation is the bigger risk than inflation.  If the yield curve stays steep then banks will continue to profit from it, not insurance companies.


Price:
$21.610
Subject:
TECHNICAL ANALYSIS & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2014-08-14 DON'T BUY Paul Harris, CFA

Not expensive. Trading at 10X earnings. Increasing their dividends which is great. When you look at the numbers and delve into it a little bit more, the financial side did well, but their insurance was down a fair bit. With interest rates being so low, it is hard for them to make a lot of money. He would prefer owning at bank instead.


Price:
$21.800
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
No
2014-08-13 BUY John Wilson

They benefit largely from better equity markets and higher rates. Also, have a lot of exposure to Asia, which has been quite good to them over the years. Importantly they are improving on what is happening to them in the US. Made big investments there. Stock has been stuck in the low $20’s for quite a while and is looking more appealing to him.


Price:
$21.580
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2014-08-01 COMMENT Norman Levine

Prefers Sun Life (SLF-T) where the quality of the company is higher and the quality of their earnings is less risky. This one was a lot more risky than the other lifeco’s, and still has some of that.


Price:
$21.920
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2014-07-31 BUY Greg Newman

Trading at a Price to Book of around 1.4% and is on track for its 2016 targets, and he sees them growing their annual compound growth rate and operating earnings at 19% over the next 2 years. This is a name for the future.


Price:
$22.280
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-28 COMMENT Peter Brieger

Stock vs. Stock.  MFC-T vs PWF-T.  He likes both and holds neither.  His preference is MFC-T at this point, but insurance companies could be impacted by interest rates staying low for a long time.


Price:
$22.070
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-18 COMMENT Mohsin Bashir

One of those companies that can benefit from a rising interest rate environment. The only thing that has kept him away from this company has been the comparison of its valuation multiple relative to the multiple of the banks. The banks actually work out cheaper. While interest rates are still low, there is more leverage to generate more cash flows from a bank than a company like this.


Price:
$22.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-09 HOLD Benj Gallander

There are 2 major things that make insurance companies move upwards. One is an increase in interest rates, which he thinks is in the not too distant future. The other is stock prices and stock markets going up. This is a good time for this company. Tremendous restructuring a few years ago. Pays a lovely dividend. If he owned, he would wait for at least $25-$30 before Selling.


Price:
$21.670
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2014-07-03 BUY Brian Acker, CA

The markets are liking the balalnce sheet.  Model price is $26.35, an upside of 23%.  Thinks it goes to $26.  SLF-T is right at his model price so he prefers MFC-T.


Price:
$21.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-07-02 COMMENT David Cockfield

Have been doing very well and have turned the ship around, but he is not happy that 35% of their actual earnings are coming out of the Orient, mainly China. He gets nervous about companies that have a lot of money coming from foreign sources. Would rather that people make their money in Europe or North America.


Price:
$21.430
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Unknown
Showing 1 to 15 of 1,290 entries
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