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Manulife Financial Stock Symbol: MFC-T

Last Price Recorded: 22.1200 on 2014-09-20 01:14:09

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Date Signal Expert Opinion Price
2014-09-17 BUY Brian Acker, CA

Manulife (MFC-T) or Sun Life (SLF-T)? These are equal as to which one he likes. This one has a model price of $25.72, a 16% upside. You have got to love the insurance companies. 2.5 years ago they were both coming out of the blue (his strategy). He has been holding both and they are both great. Thinks they will do well.


Price:
$22.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 BUY Christine Hughes

Receipts are being offered because of the Standard Life acquisition. If the deal falls through, you will get your money back. She would buy the receipts, and upon the deal closing, you turn it into the stocks. She likes lifecos in this environment. Rate increases tend to be very good for them.


Price:
$22.050
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-16 BUY Gavin Graham

With its most recent move to buy Standard Life’s Canadian business, it raised its dividend for the first time since it halved it in 2009. Very encouraging sign. Still likely to have further dividend increases.


Price:
$22.060
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2014-09-15 TOP PICK John Zechner

He added some on in that equity deal last week.  The valuations on life companies are a little better than banks right now.  Standard Life acquisition: he thinks they are underplaying the earnings accretion.  They’ve really turned the corner.


Price:
$22.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-15 COMMENT Jon Vialoux

Seasonal strength tends to run from about March through until June and is positive about 80% of the time. Through the end of the year, it can be variable. If you see some weakness here, that would be an opportunity to Buy. Chart is showing a bit of consolidation at around $22.50. If it breaks out above $22.50, that would be a Buy.  He expects there will be a bit of consolidation lower than it is here. The peak period of seasonal strength is from March through to June.


Price:
$22.040
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2014-09-12 TOP PICK Bruce Campbell (1)

Thinks that inevitably higher rates are coming in. This is a nice combination. Just raised the dividend. Good earnings growth. Also, if rates go up faster than you think, this will be one of the beneficiaries. The Standard Life acquisition is accretive. Yield of 2.70%. Looking for $25 a year from now.


Price:
$22.240
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-10 BUY Paul Gardner, CFA

The insurance side is struggling in Canada, but they think there is growth in Asia.  This is the benefit of the standard life acquisition.


Price:
$22.000
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Unknown
2014-09-09 BUY David Burrows

MFC-T versus the banks? He looks for sectors that have gone through some material change that could support out-performance going forward. This is in a sector that under-performed for a long time while equity markets were weak. 2012 marked the beginning of a new secular bull market for stocks so you invest in companies that make money from that. This company is in the wealth management business. It looks like they will have greater growth in earnings going forward, yet it trades at a multiple that is cheaper than the banks. Expects the dividend growth will accelerate yearly and earnings will continue to get better.


Price:
$22.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 TOP PICK Christine Poole

Started getting interested when it looked like the earnings were becoming less volatile and management was able to focus on their core earnings. She wanted to see BV growth, which would translate to a higher ROE. The stock price has lagged the Canadian banks and Sun Life (SLF-T). Likes their exposure to Asia, which is 30% of their earnings. Thinks this is a higher growth region in this market. Increased their dividend by 19% last quarter, which sent a strong signal that management was very comfortable with the sustainability of their earnings going forward. Liked the acquisition of Standard Life. Yield of 2.82%.


Price:
$22.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-05 DON'T BUY Norman Levine

Got out during the financial crisis because they were overleveraged.  Now he feels they are underleveraged.  Prefers SLF-T.  Owns PWF-T also.  The deal with MFC-T yesterday underlines his feelings.


Price:
$21.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on GLOBAL STOCKS
Owned:
No
2014-09-04 HOLD Douglas Kee

Good leverage to equity markets, which are doing okay. However, interest rates are going the wrong way for life companies. Longer-term he likes life insurance business, because of their wealth management and because rising interest rates are good for earnings. (See Top picks.)


Price:
$22.050
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
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
Showing 1 to 15 of 1,301 entries
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