Viewing Company Power Corp | StockChase
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Compiling comments that experts make about stocks while on public TV.

Power Corp Stock Symbol: POW-T

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

Last Price Recorded: $29.8600 on 2017-01-19

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Date Signal Expert Opinion Price
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
2016-09-23 COMMENT Greg Newman

Power Financial (PWF-T) or Power Corp. (POW-T)? This one has a lot more internal holdings. Power Financial is basically a function of Investors Group, Mackenzie Financial and Great West Life. If you want a pure play, he feels you should go with Power Financial.


Price:
$28.130
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2016-09-01 HOLD Barry Schwartz

This hasn’t done anything this year, and all you are getting is pretty much the dividend. For the stock to go higher, interest rates have to go up. They are generating lots of free cash flow, and he wouldn’t put it past them to make a smart acquisition.


Price:
$27.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-19 COMMENT Jason Del Vicario

Sun Life (SLF-T) or Power Financial (POW-T)? This is more diversified. Sun Life is mostly insurance with a bit of money management, but this one has Investors Group, Great West Life, Canada Life. If you were to own one or the other, he would prefer this. If you really have to own an insurance company, the best in class for him is Great West Life (GWO-T). 


Price:
$27.240
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2016-08-15 SELL John Zechner

He’d be tempted to go elsewhere where there is a little growth. Power Corp. and Power Financial (PWF-T) are holding corporations. In the end, you have to look at what are the underlying assets and are they growing. The mutual fund industry is in trouble. Another big asset is Great West Life (GWO-T), and the lifecos are facing a lot of issues right now because of low interest rates.


Price:
$27.310
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
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