
TSE:POW
This summary was created by AI, based on 20 opinions in the last 12 months.
Power Corp (POW-T) has garnered a diverse range of opinions from experts, reflecting its robust position in the financial sector primarily through its insurance and asset management businesses. Many experts recognize its growth potential, with some noting a compounded growth rate of approximately 11% and strong underlying assets like Great-West Lifeco (GWO) and Investors Group. However, there's also caution regarding its current valuation, as many consider it to be getting pricier, with recommendations leaning towards waiting for a pullback. The company's exposure to fintech via Wealthsimple offers additional growth avenues, though potential investors are advised to be strategic in their entry points, emphasizing the need for careful analysis of the broader market trends impacting the sector. Despite some reservations, the general sentiment is that POW remains a solid investment, particularly for long-term holders seeking dividend growth and stability.
(A Top Pick Aug 17/20, Up 62%) It remains a compelling name. He models 14% EPS growth. Their underlying subsidiaries are performing well, including Great-west Life which is doing acqutisiions. Also are doing private equity plays like Wealthsimple. Pays a nice dividend.
Holds communications, cash, Great West Life, Investors Group. He doesn't want anything in the mutual fund industry. Not trading at a big discount to NAV. Safe, decent dividend, reasonable valuation. Not attracted at these levels. Doesn't have the growth.
Not that enamoured. Doesn't like the business. Can't believe the high fees they charge. Family management team not proactive. More horsepower in Manulife for a similar business. It has better risk/reward long-term, with a good-sized dividend while you wait.
A value play within a value play, which is the financial sector. It has lagged significantly both YTD and in the recent recovery. You get life insurance, Great West Life, and asset management. The company isn't in danger but there are better opportunities elsewhere.