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Power Corp Stock Symbol: POW-T

Notes:Owned by Demaris family, Control Great West/Invs Grp

Last Price Recorded: $31.5500 on 2017-04-24

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Date Signal Expert Opinion Price
2017-04-19 COMMENT David Burrows

A business that gets revenue stream from multiple operating businesses. Not a rocket ship, just a slow steady performer. In financials, he would prefer focusing on US banks and capital market companies like Morgan Stanley (MS-N). They will give you better returns going forward. (See Top Picks.)


Price:
$30.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-04-18 COMMENT John Stephenson

A really good company and in the right space. It is undervalued historically and now.


Price:
$30.740
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-02-10 BUY Norman Levine

The holding company for the Desmarais family that owns the majority stakes in Great West Life (GWO-T) and various life insurance companies. This hasn’t participated in quite the same way that a lot of the other financials have, because Great West Life has been a laggard. It has a big operation in England and Ireland, and with BREXIT and other things, that has been a drag. That is starting to turn around, and this is an opportunity to start buying this.


Price:
$31.270
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-01-30 COMMENT John Stephenson

As an overall holding, it is a good holding. Fundamentally it looks very attractive. He could see it getting up $1-$2 and staying there. Feels the stars are finally aligning for financials. Prefers US financials because of the strength of the US$. There are much faster growth rates with the consumer finally coming out of a funk.


Price:
$30.750
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-01-11 PARTIAL SELL Christine Poole

Partial Sell to buy Toronto Dominion (TD-T)? A conglomerate holding Industrial Group and Great West Life (GWO-T). Conglomerates tend to trade at a discount, and you are never going to fully realize the value of all their holdings underneath. 4.4% dividend yield. It is not a bad idea to take some profits and put it into TD, a more direct play on banking and on the US and Canadian economies.


Price:
$30.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-01-05 COMMENT Douglas Kee

An insurance and wealth management holding company. Because of its underlying Great West Life (GWO-T), it will be helped by higher interest rates. This will do okay. The stock has moved up a bit. They’ll increase their dividend by about 3%-5% a year.


Price:
$30.470
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Unknown
2017-01-03 BUY on WEAKNESS Elliot Fishman

He likes this name, but it’s a stock that seems to have issues at these levels. If you are looking for income, it is probably a very good thing to hold, but you are in the same position as everybody else. Do you buy it here and watch it go back to $28, which is has a very good chance of doing? He would wait for a pullback.


Price:
$30.190
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2016-12-21 DON'T BUY Rick Stuchberry

This is in a sector that has been somewhat bypassed, but it hasn’t had a bad performance for the last while. Has moved up with the market, and should continue to. Likely to be more sideways, as it is not a sector that money is flowing into right now. Power Financial is going to benefit in the next little while, because the financials are doing better. He owns Great West (GWO-T) for the yield and growth. If he owned, he wouldn’t be afraid to sell it. It is not in a sector that is attracting capital right now.


Price:
$30.460
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
No
2016-12-20 COMMENT Barry Schwartz

A value investor’s dream and nightmare at the same time. If it broke up and distributed all assets, you would get $42 a share. Everybody thinks Investors Group is no good, mutual fund fees are too high, etc., etc. That may be true, but at the end of the day, he doesn’t believe management are dummies. Thinks they are going to make some smart deals with the cash flow coming up. Perhaps they will diversify and reduce their exposure to mutual funds. Trading at a deep discount to breakup value, and you are getting a nice dividend, plus the exposure to Great West Life (GWO-T), which hopefully will turn around.


Price:
$30.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-19 WEAK BUY Peter Brieger

He likes it but does not own it directly.  It is a play on the Investors Group and Great West Life.  It is trading at a discount to NAV.  The new transparently rules could impact their business.  He believes they will be quite innovative.


Price:
$30.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
No
2016-12-08 COMMENT Jim Huang

He owns it primarily for its dividend paying capabilities. The underlying business, which is primarily insurance, has been under some pressure. If interest rates go up, insurance companies will benefit. The fund business is going to do okay as they have a good business in Canada. He expects the dividend will grow. A good one to own, especially for income investors. 4.4% dividend yield.


Price:
$30.270
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-11-22 COMMENT David Burrows

He likes the insurance business and the asset management business, which are both held inside this company. But he would go with a pure play today with something like a Manulife (MFC-T) or Sun Life (SLF-T) or Prudential (PRU-N) in the US.


Price:
$29.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-10-25 COMMENT John O'Connell, CFA

A holding company and one of its major assets is Investors Group. There is incredible pressure on fees in the investment management industry. Investors Group used to have one of the highest expense ratios of the whole group, so they are struggling with that. They’ve been doing a lot of downsizing. Investors are being conditioned to believe that ETFS are no-brainers.


Price:
$28.710
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-10-21 COMMENT Greg Newman

Long-term hold? Yes, most certainly. He sees about a 6% annualized growth rate over the next couple of years. Pretty decent visibility. Very low payout ratio. Power Financial (PWF-T) is the one he tends to buy more. It has a bigger dividend. It normally trades at about 10% discount, but is currently trading at about 19%. If it can get back to its normal 10% discount with its very rich dividend, combined with dividend growth, it is a good name to be owning here.


Price:
$28.640
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2016-10-13 TOP PICK David Baskin

A stock that will definitely benefit from interest rates going up. Trading at what he thinks is about 75%-80% of its NAV, and generally trades at around 85%. Very attractive dividend yield of 5.1%. Following the passing of Paul Demarais, his children may decide to unwind parts of the company to realize some value. Dividend yield of 5.1%.


Price:
$28.330
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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