stockchase picture

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

Company Index

List by Company Name

List by Symbol

Manulife Financial Stock Symbol: MFC-T

Last Price Recorded: $21.9100 on 2014-11-22

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-11-21 COMMENT Michael Sprung

Doesn't think this is fully valued right now. They have a very, very strong balance sheet. Required capital is 248%, one of the highest in the industry. Since the financial crisis, they have really de-risked their balance sheet to a great extent, changed their sales mix into products that have more predictable profitability, gotten out of a lot of the market sensitive products. Extremely well-managed. Expects you could see upside from here. Wouldn't be surprised to see the dividend increased in the next year or two.


Price:
$21.910
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-21 BUY John Zechner

Manulife (MFC-T) or Canadian banks? He has both. However, if it came to one or the other, he would be inclined to go with Manulife right now. The bank sector valuation is at a very high level and earnings growth is slowing down. Feels the housing market in Canada is a little bit riskier than it is in the US. This company has done restructuring and have got their balance sheet in better shape.


Price:
$21.910
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-17 WEAK BUY Benj Gallander

Insurance companies are a good investment.  When stock markets or interest rates go up they are a good investment.  Markets are going up and interest rates will at some point.  At this point it is too expensive for him, but that does not mean it will not go up from here.


Price:
$21.830
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
No
2014-11-14 COMMENT Zachary Curry

New management seems to be focusing on their core results, pretty much selling insurance, and have mandated a pretty good target going forward. In the last quarterly earnings results, he saw some of the equity and investment return come back into that core number, so they are getting a bit blending as to whether they are selling insurance or are they investment gains. Low interest rates is a very big factor in insurance companies.


Price:
$21.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-11-12 COMMENT Brendan Caldwell

Your safest bet in lifecos is probably Great West Lifeco (GWO-T), the most stable and diversified, but if you believe that interest rates and the stock market are going higher, this one will give you your best bang for the buck. They are the most exposed to variable annuities.


Price:
$21.670
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
Unknown
2014-11-06 WATCH Colin Stewart

Both MFC-T and SLF-T benefit from the same trends. Over time rates will rise and benefit their businesses. SLF-T has a stronger balance sheet. SLF-T talked about returning capital in the form of a dividend and share buybacks next year. He would wait until a hint of rates going up.


Price:
$21.170
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
No
2014-11-04 TOP PICK Prakash Hariharan

Now a well run company compared to his past history. One big proxy has always been a rising interest-rate environment. Feels the value proposition, in terms of its growth in Asia and its footprint in a core business environment, looks interesting. Yield of 2.93%.


Price:
$21.220
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2014-11-04 HOLD Lorne Steinberg

This is now in a very good space. Trading for 13 or 14 times earnings, but earnings are really poised to jump here. He is looking at earnings going from about $1.55 a share this year to the $2 level in 2 years from now. Also, looking for more dividend increases.


Price:
$21.220
Subject:
Deep Value Global Equities
Bias:
CAUTIOUS
Owned:
Yes
2014-10-30 COMMENT Paul Harris, CFA

This insurance company versus banks? They have done a good job of moving the company in the right direction. Where insurance companies really make money is in a much higher yield environment. He thinks interest rates are going to stay relatively low for longer than people think, so that really hurts this industry. He would rather put his money in a bank, which has better opportunities.


Price:
$20.880
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
No
2014-10-24 HOLD James Telfser

Likes their Asian position. Asia is still growing at a pretty fast clip and is not a concern to him. Prefers Sun Life (SLF-T) which can do a little bit more with their capital.


Price:
$20.540
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2014-10-21 PARTIAL BUY John Zechner

Banks or Insurers? He thinks he would lean more towards lifecos at this point on a longer-term basis. There is a little bit of risk on this one short-term, which is why there was a selloff. There is still real leverage within the portfolio regarding higher interest rates and stronger stocks. There might be a little bit of earnings risk on this so he wouldn’t put all of your money in.


Price:
$20.440
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-16 COMMENT Stan Wong

He likes this. When interest rates normalize and equity markets continue to move forward, companies like this will do well. They have a huge exposure in Asia, which is a growing market. The concerns right now are about international markets, but those are short-term concerns. This is well-positioned for the long-term. Pays you well over a 3% yield with probably a 10% growth rate on that yield over the next 3 years.


Price:
$19.480
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-14 COMMENT Brian Acker, CA

The model price is $23.09, a 12% upside. It did an acquisition awhich he does not included in his balance sheet. The risk is that it could fall all the way back to $17.90. If you are a trader, that is your risk level. 3% dividend yield.


Price:
$20.280
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-10-10 DON'T BUY David Cockfield

This is an OK situation now. He prefers Sun Life (SLF-T) or Power Financial (PFC-T). A lot of their projections to future growth are built on continuing success in China. He has a bias against that type of situation. He has watched what has happened to other companies that are operating in China. If there is ever a political problem, you get nailed.


Price:
$20.570
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2014-10-09 BUY David Burrows

Over the last year he has built a good sized position.  He focuses on wealth management.  A big percentage of their earnings come out of the US. 19% growth there last year.  It is hanging in like a champ in a down market. 


Price:
$21.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
Showing 1 to 15 of 1,324 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.