2012-11-01
| Signal | Price | Bias | Subject | Owned |
|---|---|---|---|---|
| HOLD | $39.950 | OPTIMISTIC | NORTH AMERICAN | No |
Has a very good position in the Canadian mutual fund industry with a proprietary sales force. Mutual funds, as an industry, has been stagnating. There is not as much room for consolidation. If your view on the market is positive, this could have some upside here but he doesn’t see a huge upside.
Jim Huang
President,
T.I.P. Wealth Management