Viewing Company American International Group | StockChase
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American International Group Stock Symbol: AIG-N

Notes:a holding company

Last Price Recorded: $61.3400 on 2017-08-18

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Date Signal Expert Opinion Price
2017-06-13 TOP PICK Barry Schwartz

Has a new CEO, a long-time industry veteran. The company is still having a tough time coming out of the financial crisis. Its focus in recent years has been cost cutting, working down debt, buying back stock, but it really hasn’t had much profitable growth. The new CEO is focused on profitable growth. This stock is so cheap, trading at .8X BV, where most of them are trading at 1.4X BV. There is no reason it can’t get it to that level. It is going to take time and could get ugly and messy, but he is willing to commit 3-5 years. If it happens, it will be a $100+ stock. Dividend yield of 2%. (Analysts’ price target is $70.50.)


Price:
$64.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-09 PAST TOP PICK David Dietze

(A Top Pick March 21/17. Up 3%.) Basically trades in line with the S&P 500. One of the top insurance names on the planet. Trading slightly below BV, while it normally is about 2X BV. There is an activist in there shaking things up. A conservative way to play financial services and to hedge your portfolio against higher interest rates.


Price:
$64.180
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 COMMENT Cameron Hurst

If you felt the need to pick one insurance company, this is not the one he would go with. There is a lot happening with this, and you should let the dust settle a little.


Price:
$61.560
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-03-21 TOP PICK David Dietze

He is looking for market-leading companies that are in sectors out of favour, and either have very strong dividends or some sort of catalyst that will unlock value. Mr. Icahn has taken a position and he knows value, will perhaps break it apart with the sum of the parts being worth more than the whole. (Analysts’ price target is $70.)


Price:
$61.760
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-02-27 WAIT James Thorne

They had a messy quarter in terms of write downs.  There may be more coming so he would wait a quarter or two to see them clean up their book a little bit.


Price:
$64.000
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2017-02-17 DON'T BUY Christine Poole

They will benefit from higher interest rates.  They ran into difficulty during the financial crisis and had to restructure.  They are trying to grow their return on equity.  She keeps her insurance exposure in Canada.


Price:
$62.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-02-16 BUY David Baskin

They reported this week and the stock went down 10%.  It went down because they had to take some provisions.  They are the big beneficiaries of rising interest rates.  This is his favourite of the group.


Price:
$62.270
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-02-06 TOP PICK Brian Acker, CA

Interest rates are going to up and financial repression is over.  His model price is $76.66, indicating an 18% upside.  (Analysts’ target: $72.29). 


Price:
$64.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Yes
2017-01-20 COMMENT Don Vialoux

Basically a financial services company. Historically the US financial service sector starts to get positive on a seasonal basis in the 3rd week in January. It usually goes higher until around the end of April. Currently, the stock has already gone above a key resistance level. The trend is on the upside already. You have all the requirements for an interesting seasonal trade right through until around the beginning of May.


Price:
$66.540
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2017-01-05 TOP PICK Brian Acker, CA

It has come out of the blue.  His model price is $76.31, or a 16% upside.  A lot of insurance models don’t work with negative interest rates.  Financial repression is being done away with.  (Analysts’ Target: $70.19%).


Price:
$65.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2017-01-04 TOP PICK David Baskin

Insurers benefit particularly when interest rates go up. Companies like this get billions of dollars in premiums, and they have to do something with those premiums until they have to make payouts. What they’ve typically done is buy bonds. If you are buying bonds at 2%, you are not making a lot of money. If those bonds go up to 3%, you are making 50% more. You can buy this one right now at 80% of BV. He also thinks the dividend is going to rise very sharply. Dividend yield of 1.94%. (Analysts’ price target is $69.18.)


Price:
$65.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-06 TOP PICK Brian Acker, CA

You are getting the big insurance companies emerging. The market is communicating, through his model price, that it likes the balance sheet. This is the highest valuation it has been in 8 years. Dividend yield of 2%. (Analysts’ price target is $66.24.)


Price:
$64.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-08-30 HOLD John Stephenson

(Market Call Minute.)


Price:
$59.640
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2016-08-26 COMMENT Stan Wong

An insurance company, and you need rising interest rates for insurance companies to do very well. The chart is pretty much sideways. Until we see rates actually start moving higher, and the Fed actually makes some action rather than talking about rising interest rates, the stock will probably move sideways for quite some time. In the US, he would look at the actual bank companies, rather than the insurers.


Price:
$59.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Unknown
2016-08-03 BUY Gordon Reid

If you believe that rates will go up, this is a good place to invest. Insurance companies make most of their money on their bond portfolios. This company just reported and had a very strong report by basically increasing the quality of earnings, and recognizing the fact that rates are not rising. Have also cut costs by 11% year-over-year. They’ve been in the program of exiting non-core assets quite effectively. Given their very attractive pricing against their BV, it is a good place to invest.


Price:
$58.100
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
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