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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: $107.2100 on 2017-09-18

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Date Signal Expert Opinion Price
2017-09-13 COMMENT Michael Sprung

Probably one of the better capitalized banks, although in the last round of earnings, it fell from being at the very top tier, but it is still very well capitalized. Has a very good dividend which is approaching 5%. On a P/B basis, it is looking like one of the more reasonable priced banks. He likes the combination of a high ROE and low P/B with a prospective growing dividend stream going forward.


Price:
$107.120
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-08-29 COMMENT Colin Stewart

One of the more domestically focused Canadian banks without large US/international operations. There has been a lot of concern about the Canadian housing market and concerns over loan losses, etc., which would affect this bank a little more than some of its peers. Also, foreign investors have taken a negative view on Canadian housing. Also, a lot of people feel US banks are good value. He favours US banks over Canadian banks.


Price:
$104.540
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-25 COMMENT Robert McWhirter

People are concerned about the size of the mortgage portfolio.  Earnings growth is expected to be modest this year.  7% next year.  A 9 times PE is pretty cheap, but a 7.4% free cash flow restricts dividend increases.


Price:
$105.920
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Unknown
2017-08-25 WAIT Don Vialoux

Seasonal strength is the end of September until the end of November.  But the banks move lower as we move into September.  After this dip, the seasonality takes over.


Price:
$105.920
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-24 BUY Rick Stuchberry

It has been a laggard for a cycle or so (30 years).  They just had a better quarter.  This one might go up more than the others.  He thinks there is no reason not to own this one.


Price:
$105.570
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
No
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:
$106.480
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-22 DON'T BUY David Baskin

(Market Call Minute)  Not on his buy list of banks it is number 4 or 5.


Price:
$106.480
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
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
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