TSE:POW

Power Corp (POW.TO)

90.47
-1.37 (1.49%)
as of Sep 1, 2026, 3:55:29 pm Market Open.
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Investor Insights
star iconSep 1, 2026, 12:00 am

This summary was created by AI, based on 22 opinions in the last 12 months.

Power Corp (POW-T) is a well-managed company with a solid portfolio, primarily driven by Great-West Life (GWO). Experts acknowledge its robust performance, particularly in asset management and insurance. However, there are concerns regarding its current valuation, which is seen as relatively high compared to historical averages. Many reviews suggest that while the stock has displayed growth potential and significant dividends, caution is advised due to its timing in the market dynamics, valuation levels, and its structure as a holding company introducing inherent risk. Overall, experts recommend monitoring for price dips before making purchasing decisions, favoring core assets over the parent company directly.

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Consensus
Cautious
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Valuation
Overvalued
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BAM,A
DON'T BUY
Don't buy a stock only for the dividend, because some won't see growth, like POW. Lower interest rates won't help them. They bought Wealthsimple, but will that pay off? He's been holding his breath on POW for a long time and he's given up. POW is always on the wrong side of trends.
PAST TOP PICK
(A Top Pick Jun 12/18, Down 2%) He bought it when Desmarais died and expected his heirs to inject fresh ideas. The NAV is now far ahead of the stock price. Still owns it, getting a nice 5.75% dividend. There are small signs that management is trying to make investors happier, but falling rates is negative for all insurers like POW, he's disappointed that a catalyst hasn't pushed these assets to their full potential.
COMMENT
Both the Power companies have broken out of their trading range. PWF-T holds Investors Group and other investment management and insurance companies that are well positioned. The Lifecos under their management are being rolled under one name. This may bring a surge in investor interest. He looks to see which is selling at a larger discount to NAV -- right now favoring PWF-T.
COMMENT
The whole group of companies have announced a share buyback. He thinks it is a good investment for the dividend. This series of companies are solid. We need to see Putnam, their acquisition that GWO-T made, delivering through their mutual fund company.
DON'T BUY
The parent is discounted on a NAV basis relative to the underlying assets. He does not like the sub-underlying companies, especially on the investment service side. He would prefer to hold their preferred shares. The yield is well covered. Yield 5.5%
HOLD
Is the dividend safe? She thinks the yield is safe. Investors' Group is going through changes, so that is eroding the earnings. She wonders about how much growth there is, so the dividend may not grow forever.
BUY
POW-T vs. PWF-T. Great West Life is the underlying company that supports both of these stocks. They are basically the same price. POW-T trades at a discount to GWO-T. You need to believe in GWO-T to own these two companies.
BUY
It's come off a lot and not acting fantastically, but at the current $24 it's at a level that historically has been a tough spot to break. It won't turn around any time soon, but the risk is to the upside.
COMMENT
He bought it after the elder Desmarais died, expecting a catalyst to revitalize the company. Wrong! The sons have failed. The dividend is huge because people keep selling the stock because nothing is happening. Nobody likes Investors Group that POW own, because of robo advisors and ETFs creaming off parts of their business. Lifecos aren't making a lot of money. That said, POW is trading at 65% NAV, instead of the normal 85%, so you could get a 20% kick on this stock.
DON'T BUY
He held it for about 20 years and sold out last year. In the past it was able to grow earnings and dividends, but that all stopped during the crisis of 2008 and it has gone sideways since then. It is a holding company of financial services companies and holds European securities. None of this has done much. Mutual fund management has slowed. Great West Insurance has also been a laggard.
DON'T BUY
PWF-T vs. POW-T. The parent vs. the subsidiary. He would go to PWF-T. We saw a bit of a pull back. He prefers the banking sector even more than these. He would not step into either one.
HOLD
Stock's been going nowhere forever. Results have been pretty good, and there have been dividend increases. Management has no sense of urgency to creating value. Two assets are not in growth mode, Great West Life and IGM Financial. Owns it for the dividend. Not excited about much else.
BUY

Exceptionally cheap name. With a yield at 6.3% and a payout ratio of 45%. It has been a miserable performer. He doesn't see earnings falling unless there is a recession and he doesn't see that coming.

DON'T BUY
Trading at a discount of 20% to asset value. Investors Group has a bigger dividend and potential growth, and he prefers that.
COMMENT
POW or PWF for income? Owns PWF for the yield. Neither stock has done much. PWF owns Investors Group and GWL, a solid insurance company. IG had to disclose their fee structure, which was a negative, but is now slowly improving. You can own PWF for the yield, but there's been little price movement. POW owns PWF. The discounts to NAV are wide; she's unsure what the catalyst will be to narrow that. Both dividends are safe.
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