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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: $106.7200 on 2017-08-21

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Date Signal Expert Opinion Price
2017-08-22 DON'T BUY Peter Hodson

He does not follow the banks too closely.  This one has always been the cheap bank on the street.  He prefers TD-T and BNS-T much better for international operations.  CM-T has almost blown it a couple of times in history.


Price:
$0.000
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-17 WEAK BUY Bruce Campbell (1)

The high beta Canadian bank.  They have most of their expsosure to Canada.  They put on the most new Canadian mortgages over the last two years.  If you are confident that everything is okay then it is fine.  He as a different pick in the Top Picks today.


Price:
$106.670
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
No
2017-08-08 BUY on WEAKNESS Lyle Stein

There were a lot of Shorts between mid-July and the end of July, related to the closing of their US acquisition. This is probably the most domestic of the Canadian banks, and given all the concerns about the Canadian housing market, that has also caused problems. Dividend yield of 4.9% is a great income stream. This bank has an ability to grow, and you are not overpaying for it. He would like to get it in a bit more of a downturn.


Price:
$109.280
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-03 WEAK BUY Paul Gardner, CFA

RY-T vs. CM-T.  CM-T is cheaper.  The PE is 9 vs. RY-T at 12.  The market and street are starting to blend in a discount to CM-T because of the housing market as they are the most exposed.  He would still hang his hat on RY-T because their global and domestic franchises are fantastic.  They are trying to get into the US right now although are late to the game.  He would still go for RY-T because it is more defensive.


Price:
$108.290
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Unknown
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
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