Viewing Company Canadian Imperial Bank of Commerce | StockChase
stockchase picture

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

Canadian Imperial Bank of Commerce Stock Symbol: CM-T

Last Price Recorded: $107.1500 on 2017-07-26

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-07-19 COMMENT Veronika Hirsch

This is early days and we don’t know how their US acquisition is going to work out. It has the largest proportion of assets in mortgages, which might be a negative going into a recession if we have a real estate correction.


Price:
$108.930
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-07-17 COMMENT Brendan Caldwell

It is more of a case of what is going on with the Canadian central bank and what the rate increase will mean for the banks.  The rate increase is positive for them.  They can actually charge more for money, but won’t have to pay any more for it to customers.  The prime mortgage rate went up by a quarter of a percent.  CWB-T has the biggest net impact from this increase.  CM-T will be impacted by rate increases in how they impact the housing market.  Weakness in the industry could be an issue for them.


Price:
$107.900
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Unknown
2017-07-17 HOLD Don Vialoux

It has been technically been showing some interesting patterns.  It broke out into a new high in the last few days.  You would prefer to buy it back in the trading range.  It is good between September and December of each year, but we are not into the period of seasonal strength.  Stick with it if you own it.


Price:
$107.900
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-07-14 COMMENT Robert McWhirter

Higher interest rates should be positive for Canadian banks. This ranks 78 out of 720 in his rankings. All the banks are basically clustered in the top 15% of his database. This may end up being the unloved child amongst the big 5, but generally speaking, a package of Canadian banks over the next few years should do fairly well. Thinks you will be happy with this over the next couple of years.


Price:
$108.160
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
No
2017-07-12 COMMENT Christine Poole

She likes the Canadian banks, which have pulled back from their highs earlier this year. She anticipates they will increase dividends at the same rate as their earnings growth, in the 7%-8% range. This one is primarily a domestic bank. There is not a lot of growth left in Canada, and this has not had a great track record. When they do expand, they tend to pull back. They paid a very full price for the US acquisition they are making. This wouldn’t be one of her top picks.


Price:
$107.410
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-07-04 COMMENT Kash Pashootan

When talking about any Canadian banks, you have to look at them in conjunction to your overall portfolio have. Also, what percentage of your overall portfolio is it. This is trading at a discount at 10X PE. They have a US acquisition that is still in very early stages, and you have to figure out what that is going to look like down the road. Over the long-term, you should do very well on this. (See Top Picks.)


Price:
$106.150
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-06-30 COMMENT John Hood

A $105 January Call with a strike price of $110. Collecting the dividend and the premium for the call. Good strategy? When you are using a covered call strategy like this, you are writing them a little bit out of the money. There is nothing wrong with this. You won’t get as much premium as if you had sold a smaller gap.


Price:
$105.390
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Unknown
2017-06-27 BUY Lyle Stein

This has not done well now that the new acquisition of Private Bank Corp has gone through. To him this is the most interesting bank, simply because it is down the most in context to where it was relative to their $120 high. What we are seeing right now is the backflow of US holders of Private Bank Corp questioning what is this “CIBC” thing, with a natural inclination to Sell. That is actually a very good time to look at a stock. He would put new money into this today.


Price:
$104.980
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-06-16 BUY Greg Newman

Trading at 9.7X while its peers trade at 11.2X, because it has a little lower growth rate, and is very tied to Canada. Just bought Private Bank Corp in the US, and there is some uncertainty as to how that does. Because they are overexposed to Canadian housing, they are trading at a discount. Dividend yield of 4.77%.


Price:
$106.530
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2017-06-15 WATCH Christine Poole

CIBC is not one of the three she owns broadly.  They have been primarily domestic.  It was hard to see above trend growth. They recently acquired a US bank and so we will have to see how they do.  They got out of the US previously.  As a group she like them as they have pulled back recently.  The improving Canadian economy will be positive for Canadian banks.


Price:
$106.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
No
2017-06-07 BUY Kash Pashootan

In all the banks, this has participated the least over the last year or so. In valuation, it is one of the cheaper banks. You’re getting a little more of a dividend and a cheaper valuation. The big question is their US acquisition, and how that is going to play out. For a longer-term hold, this is a great buying opportunity. Yield of about 4.8%.


Price:
$104.870
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-06-07 PAST TOP PICK Michael Sprung

(A Top Pick July 15/16. Up 10%.) This has always managed to maintain a relative high capital base relative to the other banks, and has always had one of the better dividend yields. With the recent pullback, it is still a Buy.


Price:
$104.870
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-06 BUY John Stephenson

He likes this name. In general, Canadian financials have sold off a little, so this is a pretty good time. Thinks that the time of stepping on the sharp end of the rake is over. They’ve done a really good job of becoming a retail bank.


Price:
$105.090
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-05-31 BUY on WEAKNESS Michael Simpson, CFA

Recently made an acquisition of a US private bank. They had to raise the price, but it was important for them to have a banking foothold in the US. Some analysts are concerned they have too much exposure to the Canadian consumer and have been growing their Canadian mortgage business a bit too fast. A well-run bank.


Price:
$105.620
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2017-05-30 COMMENT Fabrice Taylor

CIBC (CM-T) or Royal Bank (RY-T)? This is the perennial laggard of the big banks, because historically it has been so accident prone. Also, they don’t have the International areas like the other banks. This is very domestic, so you’re getting domestic exposure. Royal always has a higher premium. You have to ask if you want more domestic exposure or something with a little more US flavour.


Price:
$105.280
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 818 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.