CI Financial Corp (CIX.TO) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

CI Financial Corp (CIX.TO)

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

31.99

-0.00 (0.00%)

as of Aug 14, 2025, 8:00:00 pm Market Open.

167 watching

Investor Insights

Jun 10, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

CI Financial Corp (CIX-T) has garnered considerable attention from financial experts, with recent discussions highlighting its potential as a strong investment opportunity. With a recommendation labeled as a 'Top Pick' on September 11, 2024, and an impressive increase of 86% noted, analysts seem optimistic about the company's trajectory. However, it's also noteworthy that CI Financial was taken private on August 12, 2025, suggesting that the firm's public trading status will change, posing implications for future investment strategies. This transition may affect liquidity and investor access but could also signal a structural change aimed at optimizing operational performance and shareholder value. Overall, the consensus indicates a favorable outlook, reflecting confidence in its growth potential before the transition to private ownership.

Consensus

Positive

Valuation

Fair Value

Similar

BRK-B

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Feb 04/21, Up 34.9%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with CIX has triggered its stop at $23.50. To remain disciplined, we recommend covering the position at this time.

BUY

Has always been a good long-term hold. Model price of $57, 110% upside. Nice dividend of 2.65%. Risk/reward is quite good. More acquisitive in the last 6 months, good long-term strategy.

BUY

Really likes the investment management sector. It should be pretty good business in a time of a decent market and reflation. When a group gets into gear, you want to look at the leaders.

BUY

Really likes the investment management sector. It should be pretty good business in a time of a decent market and reflation. When a group gets into gear, you want to look at the leaders.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Feb 04/21, Up 38.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CIX is progressing well. We now recommend trailing up the stop (from $12.50) to $23.50 -- the previous upside objective. If triggered this would all but guarantee a investment return over 34%.

WATCH

They acquire a lot of businesses, especially in the U.S. investment advsiors, and are shifting from mutual funds to private investment advisory. This will be a powerful platform. The stock has been languishing below $20 for a long time, especially in 2020. When markets go down, asset managers go down more, and rise more than markets rising. However, CI goes down, but not up. CIX has a bright future though; it pays a solid dividend. Will their legacy business, which has been declining, level out at some point? He keeps watching it.

DON'T BUY

He was stopped out. Their return metrics are deteriorating. They are in an industry with a lot of challenges. They have navigated these challenges well, however. He thinks perhaps this is a bit of a value trap as their top line has not really grown and they have made acquisitions. He prefers others.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly CIX is a Canadian financial asset management company who manages mutual and various hedge funds. It trades a just over 7x earnings, compared to a sector average of 14x. There has been a sizable increase in insider buying over the past three months. It pays a good dividend backed by a payout ratio of 30% of cash flow. We would buy this with a stop-loss at $12.50, looking to achieve $23.50 -- upside potential over 34%. Yield 4.12% (Analysts’ price target is $23.17)

WAIT

He's on the fence. Strategically, now going in the right direction away from low-fee asset management. But they've been on a real spree of acquisitions. Wait and see if they get a return on investment dollars. A show-me story.

DON'T BUY

Wouldn't buy. On the surface, yield of 4.6% appears competitive. Cut the dividend by 50% in 2018. Strategically making the right moves by making acquisitions into high net worth asset management, which has better demographics and margins. But what's the return going to be? Earnings have flatlined. Value trap.

PAST TOP PICK

(A Top Pick May 02/19, Down 25%) He got stopped out. It was a value play. It was cheap at $15. He doesn't know how retailer investors will respond to this current uncertainty. The mutual fund business was facing headwinds before the pandemic. He won't buy back his shares.

DON'T BUY

It's cheap and a pretty well run business, but the mutual fund business is not as good as it was 10-15 years ago. Fees in the financial services sector are under pressure. The long term challenges in the industry would keep him away from the stock.

BUY ON WEAKNESS

A big Canadian mutual fund company. A go-go stock for many years and a fast-grower, but is now under pressure like the sector. Still produces a lot of fresh cash flow. It's in trading range of $18-23. Pays a nice dividend.

WEAK BUY

Optimal period is between October and February. Positive in 15 of last 20 periods. Charts show a downtrend. We have a breakout. Trading above moving averages, has momentum. New trend should carry it higher. Technicals do look supportive.

TOP PICK

They are facing some challenges as money moves from active to passive management. They are very profitable and have lots of free cash flow. They buy back shares and have a decent dividend. (Analysts’ price target is $21.33)

Showing 31 to 45 of 290 entries

Most Recent Experts

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Barry Schwartz

Baskin Wealth Management

Jim Cramer - Mad Money

CNBC

Larry Berman CFA, CMT, CTA

ETF Capital Management Inc.

Mike Vinokur, CFA, CMT, and CFP

Propellus Wealth Partners/iA Private Wealth

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

CI Financial Corp (CIX.TO)

Unlock this Panic-proof Portfolio opinion with Stockchase Premium