Viewing Company Manulife Financial | StockChase
stockchase picture

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

Manulife Financial Stock Symbol: MFC-T

Last Price Recorded: $25.9500 on 2017-10-17

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-10-11 HOLD Christine Poole

They are going to overcome the problems they had in the Power Financial crisis. A new CEO is coming in. She likes their positioning in Asia, a faster growth market. They seem to have worked through some of the legacy US problems they inherited with some of their acquisitions. She doesn’t see them exiting their John Hancock US position totally. Dividend yield of 3.2%.


Price:
$25.910
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-06 COMMENT John Zechner

He likes this and it is one of the few financials he owns. They have a better growth profile than a lot of domestic Canadian financials because of their international holdings. They’ve done a great restructuring in the past couple of years. On top of that, rising interest rates benefit the lifecos.


Price:
$25.430
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-05 PAST TOP PICK Ross Healy

(A Top Pick Dec 1/16. Up 11.25%.) Still an excellent company and still statistically very cheap. It would have benefited from rising interest rates. As a global company, it is growing quite nicely. Dividend yield of 3.2%.


Price:
$25.430
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-05 TOP PICK Ross Healy

Given his market outlook, there are certain stocks that are safe to hold, and if they do get set back, they will bounce back quickly when the market comes back. Dividend yield of 3.2%. (Analysts’ price target is $28.)


Price:
$25.430
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-02 BUY Don Vialoux

From now until the first week in January it is seasonally strong.  It has been trying to form an upward trend.  He believes we will break the current trading range to the upside.


Price:
$25.330
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULL
Owned:
Unknown
2017-09-29 COMMENT Jon Vialoux

Seasonally, between Dec 10 and April 3 is the optimal time to buy this. During that time, you have accumulated an average return of about 3% above the benchmark rate. It has been positive in 13 of the past 17 periods. Technically, it is holding support at the longer-term moving average. In the last couple of days, financials have broken out. (See Top Picks.)


Price:
$25.310
Subject:
SEASONAL & TECHNICAL
Bias:
BULLISH
Owned:
Unknown
2017-09-28 TOP PICK Greg Newman

A play on wealth management and a play on slightly higher rates. Lifecos in Canada are pretty cheap. They are getting smoother performance in Q2, which gives the whole sector higher valuations. This is still one of the cheapest. In Q2 they were up a solid 42%. They are showing better operating consistency. Their Asian business was up 18%. There wealth management inflows where $5.6 billion. He models 8% EPS. Dividend yield of 3.2%. (Analysts’ price target is $28.)


Price:
$25.220
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2017-09-22 COMMENT Paul Harris, CFA

Likes their Asian franchise, a really great group business. Feels the John Hancock business takes up a lot of capital, and doesn’t have a very high Return on Equity. They need to exit that. If they can do so, they can really concentrate on the other strong businesses they have.


Price:
$24.710
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-09-21 BUY David Burrows

When you buy an insurance company you are buying a giant investment portfolio.  He is very constructive on the world’s economic condition.  He believes we have likely seen the generational lows in interest rates.  Over 15 to 20 years we will likely see interest rates rise.  MFC-T has done a good job of building a strong franchise in Asia.  He likes the sector.  They are under owned.  Their legal issue is in the price and is not likely to recur tomorrow. 


Price:
$24.590
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-20 HOLD Zachary Curry

The best in class in Canada. There are always 2 components with the insurance companies, insurance and investments. A rising rate environment should be beneficial over the longer-term. Product sales are good. They are branching out into Asia. It has been well-managed.


Price:
$24.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2017-09-19 COMMENT Nick Majendie

Stay with Manulife (MFC-T) or go with Toronto Dominion (TD-T)? Currently prefers banks to the lifecos. Of the 2 major Canadian lifecos, he prefers Sun Life (SLF-T), which has more consistent earnings growth ahead of them. Manulife has just changed CEOs, and thinks the street will wait to look at the execution and changes in strategy in the next while.


Price:
$24.280
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2017-09-13 COMMENT Paul Gardner, CFA

They had to spend so much money to get capital ratios on side, and now they have the ability to grow. They were thinking about spinning off John Hancock, but believes they have decided not to. There is too much in earnings coming from that. Asia is doing incredibly well for them. Their investment gains have really helped. You want to buy this when it is really cheap, because there is compression going on in fees. There are transparency issues with their products. Dividend is about 3.5%.


Price:
$24.290
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
No
2017-09-11 DON'T BUY Teal Linde

MFC-T vs. The Banks.  If you go back over the last 10 to 15 years you will find that the worst Canadian bank has done better than the best performing lifeco.  This has been the poorest performer of the lifecos.  The outlook appears to be for this to continue.  The low interest rates are hard on them and they don’t benefit when rates go back up because then the lifecos lose value on their bond portfolio.  It is a commoditized industry also.  John Hancock is one of their better performing units and they are looking at divesting it.  The banks are a better place to be.


Price:
$23.940
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
No
2017-09-07 COMMENT Lorne Steinberg

Canada is an amazing company to live in, and we are all grateful to be here, but Canada has very few great world-class businesses, outside of our financial service sector. Warren Buffett would say to own the best companies you can find, no matter where they are. He likes this company. They will benefit from rising interest rates. They are in perfectly sound financial shape. Have done an amazing job in Asia, and will possibly spin off some US operations in the future. If they do, they are going to get paid a very good price for it.


Price:
$23.550
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-09-01 COMMENT Ross Healy

Made $1 billion a quarter for the last 5 quarters. Dividend is about 3.3%. Huge footprint in China. Rising interest rates. Stock price has gone straight down. Why is it not being rewarded for good earnings? You are asking the inexpressible. The value is there. Also, with the latest economic numbers out of Canada suggesting an interest rate hike, that will be very bullish for insurance companies generally. He likes the value in the stock.


Price:
$24.650
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 1,698 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.