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Canadian Imperial Bank of Commerce Stock Symbol: CM-T

Last Price Recorded: $107.3800 on 2017-06-23

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Date Signal Expert Opinion Price
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
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
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