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

Canadian Imperial Bank of Commerce Stock Symbol: CM-T

Last Price Recorded: $105.3700 on 2017-05-26

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Date Signal Expert Opinion Price
2017-05-24 DON'T BUY Zachary Curry

He would recommend something else. There are better banks out there. He wouldn’t own this one. It has the most in residential mortgages. Prefers something like Toronto Dominion (TD-T) or Bank of Montréal (BMO-T) which have avenues into the US. There is also Royal Bank (RY-T) or Bank of Nova Scotia (BNS-T).


Price:
$106.300
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-05-18 WATCH David Cockfield

Right now, this is under some pressure. As far as the banks are concerned, he would just sit and watch a little. The charts all look indifferent. If the US Shorts continue, there could be a further decline in the bank stocks.


Price:
$106.000
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-05-15 COMMENT Bruce Campbell (1)

This is down more than the other banks because (1) they are issuing stock in the People’s Bank acquisition and (2) they have twice the exposure of any other Canadian bank to Canadian mortgages. He doesn’t own it because of their mortgages, which would make them the most exposed if there were any problems. (See Top Picks.)


Price:
$107.850
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-05-09 COMMENT Lyle Stein

Regarding their US acquisition, they’ve gone at it 3 times saying this is the last offer. The US banks rallied, and the Canadian banks did not. He hopes they don’t jump their offer once again.


Price:
$108.360
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-05-03 COMMENT Kash Pashootan

Stock split? The reality is that a stock split is going to have very little impact to your long-term success in owning the shares. Also, it will make no difference to your performance. This and the National Bank (NA-T) are the cheapest on a valuation basis, and as a result they also pay the best dividends.


Price:
$109.140
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Unknown
2017-04-28 TOP PICK Michael Sprung

Relatively exposed to home loans in Canada, which is why he picked it. Americans don’t actually understand Canada’s mortgage market. Because of this, a lot of US Shorts are going after not only the alternate mortgage lenders, but primary banks and other lenders. This is also probably one of the most profitable banks in Canada. Dividend yield of 4.6%. (Analysts’ price target is $124.)


Price:
$110.580
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-27 TOP PICK Mohsin Bashir

They have a higher amount of residential exposure than peers.  Famous last words.  One should recognize their ability to play catch up to peers and not being recognized in terms of valuation.  They had 8 consecutive dividend increases since 2008.  There is plenty of room for them to move forward.  They have a great opportunity in terms of cost cutting.  They have great inroads to providing financial services to newcomers to Canada.  (Analysts' target: $124.00).


Price:
$109.710
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-04-20 BUY Lorne Zeiler

From a valuation metric, this would look like a certain Buy. It has the cheapest valuation for a bank. Trading at 11.5X earnings. High dividend yield of about 7.5%. In the last 8 quarters, they have beaten on earnings and on revenue. There is the acquisition of the US bank which they had to pay up for. They are going to have to issue equity, which may cause some near-term weakness. Also, it is the least geographical diverse Canadian bank and is the most reliant on the Canadian consumer.


Price:
$112.540
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2017-04-13 COMMENT Paul Harris, CFA

His problem with this bank is that it has an OK retail franchise, an OK investment banking franchise, and they paid a lot of money to buy a bank in Chicago. He prefers Toronto Dominion (TD-T) and Royal (RY-T).


Price:
$112.170
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-04-12 HOLD Christine Poole

She likes the Canadian banks. They’ve had a great run in 2016, but we are not likely to see the gains we saw last year. She is expecting more moderate earnings per share growth and share price appreciation, because valuation levels now are kind of trading at a bit below the Price to BV, but on a forward PE basis they are trading at a premium to historical averages, but still reasonable. This is more domestically oriented than the others. Hasn’t been that successful expanding outside of Canada in the past. Prefers the banks that have more exposure in the US and outside of Canada. (See Top Picks.)


Price:
$113.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-03-30 BUY Jason Mann

Buying a US bank is a good deal for them.  He doesn’t usually own many bank stocks.  They have very low volatility, good ROEs and a good yield.  People get too focused on what price they split at.  Buy an odd lot if you want to. 


Price:
$113.780
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-30 BUY Veronika Hirsch

It was expected they would have to bump their bid.  The stock went down because there was an arb part.  It is an attractive asset.  A lot of investors negatively view their stepping up their mortgage loans and especially out West.  When they close this acquisition they may get a re-valuation.  They may have bought themselves some growth.  It is a long term attractive story.


Price:
$113.780
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2017-03-20 HOLD Lyle Stein

He owns all the Canadian banks and likes that they are able to grow their dividends. Their capital ratios are improving. Being more of a domestic bank that some of the others, this has done very, very well. Dividend yield of 4.3%.


Price:
$117.120
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 WAIT Jim Huang

It is always a good time to get into Canadian banks, because it is such a good business model. The last quarter was very good all the banks, and this one did particularly well with the domestic mortgage growth, etc. A lot of their growth comes from the mortgage side, which is benefiting from the strong housing market. This pays a good dividend and has a reasonable growth. After the strong run they’ve had, it might be a time to wait before getting in.


Price:
$117.120
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-15 COMMENT Stephen Groff

Doesn’t own any Canadian bank. Every stock he owns has to be attractive on an absolute basis. If there were incredibly low values on the banks, he would be interested. Looking at them today, he does not think their price is at a point where he has a positive enough risk/return skew.


Price:
$117.900
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
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