Viewing Company Metlife | StockChase
stockchase picture

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

Metlife Stock Symbol: MET-N

Last Price Recorded: $51.0500 on 2017-05-29

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-05-26 BUY Stan Wong

An American lifeco? He likes US life insurers a little more than the Canadian companies. However, they’ve both come down in the last little while, given that yields have come off. The one he owns and still likes is MetLife (MET-N). Shares are trading at under 1X BV, one of the cheaper ones among the large cap names.


Price:
$51.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 BUY John Petrides

MetLife (MET-N) or Prudential Life (PRU-N)? When you are building a diversified portfolio, within financials, if you own a bank, only 1 or 2 lifecos is just as good. He can’t really choose between these 2, and in fact would own both of them. Both are going to move in similar directions, and both will benefit from rising interest rates.


Price:
$50.480
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-05-08 TOP PICK Ross Healy

It would definitely benefit from higher interest rates, which we are ahead for this year.  The stock is cheap.  It does not have much of a dividend because they were dissuaded from paying one.  (Analysts’ target: $59.50).


Price:
$53.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2017-05-01 TOP PICK Norman Levine

One of the biggest life insurance companies in the US.  It has gone nowhere in 10 years.  One of the problems is that it was designated as strategically important in the US and that is being appealed.  He thinks the ruling will be overturned.  They are spinning out their retail life insurance business.  (Analysts’ target:  $59.50).


Price:
$51.970
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-04-06 COMMENT Stan Wong

He likes this on the back of interest rates moving higher. Recently, interest rates have started to calm down on dovish Fed talk, however expects they will move higher. Trading at about 10X forward earnings with a 10% growth rate. BV is under 1X, so it is a pretty decently valued name. He likes this one a lot.


Price:
$52.670
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-01-17 COMMENT David Dietze

Prudential (PRU-N), Metropolitan Life (MET-N) or a US bank? He likes financials for the long haul. The only group that has not fully recovered from the 2008 downturn. However, there has been a tremendous run up since the election on the hopes for higher interest rates because of stronger growth from some of the Trump policies and less regulations. He likes them both. They are both trading close to BV. However, insurance is becoming more and more of a commodity business, so he thinks he would give a little edge to this one for being bigger. Currently he likes the life insurers because the banks have run up so much.


Price:
$53.550
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-13 TOP PICK Stan Wong

He likes the financials in the US. Life insurers are going to benefit the most from rising interest rates and a steepening yield curve. This is the largest US life insurer, and one of the largest financial services companies in the US. A pretty strong global brand, very solid financial balance sheet and a very large distribution network. There is also an easing of the regulatory environment. About 3 months ago, they announced a shareholder friendly $3 billion buyback program. Trading pretty cheap at 10X PE. Dividend yield of 2.95%. (Analysts’ price target is $60.03.)


Price:
$54.310
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-11-21 WEAK BUY Bruce Tatters

MET-N vs. PRU-N.  They will get a nice tailwind from a steeper rate curve.  He prefers MS-N or GS-N to these two.


Price:
$54.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2016-11-15 COMMENT John Burke

Has looked at this a lot. He is a large holder of their bonds, and feels he is getting very good rates on those. The last time they reported earnings, the earnings were quite bad. It turns out that they had priced some annuities badly, meaning they gave their customers too good of a deal. He would prefer some other financials. 2.9% dividend yield. (See Top Picks.)


Price:
$54.470
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-11-09 COMMENT Liz Miller

Insurers have all done a little better in the last several months. That whole sector is stronger today with a feeling that a Republican-led Congress, and potentially a Trump led government is going to be easier on banks. There is also a feeling in the US that the DOL rule may be repealed/changed. That was a rule that was definitely affecting a lot of the insurers, in which the US insurers have financial advisors that give out advice, and they were potentially going to be very limited in doing that.


Price:
$51.280
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2016-11-08 TOP PICK Norman Levine

The biggest lifeco in the US. This is going to be a big ROE stock. It will be a beneficiary of rising interest rates, but more importantly, there are 2 things going on. 1.) They’ve announced they are about to spin out the retail insurance business which is very capital intensive. They want to stick to doing group life insurance, annuities, pensions, etc. 2.) They are currently under the watchful eye of the government as a special investment company, and are going to be getting out of this, which will give them more flexibility. Dividend yield of 3.35%.


Price:
$47.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-10-19 PAST TOP PICK John Stephenson

(A Top Pick Nov 16/15. Down 4.51%.) All the negatives that are associated with the financials generally, also impact life insurance. This is one of the best lifecos out there, but it was dead money for quite some time.


Price:
$46.850
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
No
2016-10-11 TOP PICK Ross Healy

Fundamentally, he is looking for companies that are going to benefit from a rise, or the expectation of one, in interest rates. These kind of companies have all been moving in the expectation of one coming in December.


Price:
$47.310
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 PAST TOP PICK John Stephenson

(A Top Pick Oct13/15. Down 3.64%.) As far as lifecos go, particularly US ones, this is a stand out. Great annuities business, exposure to life insurance in Asia and Latin America. Huge cash reserves. However, this is a financial company and lifecos are kind of challenged. Long-term return assumptions in the marketplace are lower because of lower economic growth as we all age. It is going to be harder for them to have outstanding years. He has dramatically reduced his financial exposure.


Price:
$44.520
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
No
2016-08-04 HOLD Paul Harris, CFA

A cheap company. A great company and pays a good dividend. They have lots of capital and don’t have to worry about things and they can buy back their shares. Lifecos are up against a very difficult environment from an investment point of view, which is going to keep the stock moving sideways for a lot longer than people think. If you have a 5-10 year view, then buying at these levels makes a lot of sense.


Price:
$39.540
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Unknown
Showing 1 to 15 of 73 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.