Sun Life Financial Inc

SLF-T

TSE:SLF

62.12
0.00 (0.00%)
Sun Life Financial, Inc. is a Canada-based financial services company known primarily as a life insurance company. It is one of the largest life insurance companies in the world, and also one of the oldest with a history spanning back to 1865.
More at Wikipedia

Analysis and Opinions about SLF-T

Signal
Opinion
Expert
BUY
BUY
October 7, 2019

It's big growth area is in Asia. It has been a terrific performer lately. They have to invest unearned insurance premiums. With interest rates so low people are afraid. But SLF-T is a growing money management firm and that area is doing better. They raise their dividend regularly.

Show full opinionHide full opinion

It's big growth area is in Asia. It has been a terrific performer lately. They have to invest unearned insurance premiums. With interest rates so low people are afraid. But SLF-T is a growing money management firm and that area is doing better. They raise their dividend regularly.

COMMENT
COMMENT
September 20, 2019
It trades at a premium to the group, but they have more capital deployment opportunities.
Show full opinionHide full opinion
It trades at a premium to the group, but they have more capital deployment opportunities.
COMMENT
COMMENT
September 13, 2019
Zero interest rates are horrendous for insurance companies. SLF-T is trying to become a wealth partner for people into retirement. This would turn them into a fee based business and there has been some success here. He finds other assets, like Canadian banks, easier to understand so he has not entered into this space.
Show full opinionHide full opinion
Zero interest rates are horrendous for insurance companies. SLF-T is trying to become a wealth partner for people into retirement. This would turn them into a fee based business and there has been some success here. He finds other assets, like Canadian banks, easier to understand so he has not entered into this space.
COMMENT
COMMENT
September 11, 2019
Bit of rotation from banks to insurers. High dividend, exposure to Asia-Pacific. Long-term demographics make sense. Low interest rates are a headwind.
Show full opinionHide full opinion
Bit of rotation from banks to insurers. High dividend, exposure to Asia-Pacific. Long-term demographics make sense. Low interest rates are a headwind.
WEAK BUY
WEAK BUY
August 15, 2019
Issue is that interest rates remain low. Has grown asset management franchise. Better global franchise. Bought into alternative asset classes. Insurance business is plodding along. Good dividend yield, not a high multiple. Prefers the banks, but not a bad idea at these levels.
Show full opinionHide full opinion
Issue is that interest rates remain low. Has grown asset management franchise. Better global franchise. Bought into alternative asset classes. Insurance business is plodding along. Good dividend yield, not a high multiple. Prefers the banks, but not a bad idea at these levels.
HOLD
HOLD
August 14, 2019
Insuranace companies make money investing the proceeds of premiums into bonds. If bond yields are low it hurts their profitability. SLF-T has done a good job to diversify their business geographically. He also likes how they have moved into money management. He likes it and will continue holding it. Yield 4%
Show full opinionHide full opinion
Insuranace companies make money investing the proceeds of premiums into bonds. If bond yields are low it hurts their profitability. SLF-T has done a good job to diversify their business geographically. He also likes how they have moved into money management. He likes it and will continue holding it. Yield 4%
HOLD
HOLD
August 12, 2019
All financials are not the same. Insurance companies have been the place to be recently. It's at support. Stick with the insurance companies but perhaps broaden out which ones you are in to avoid execution risk.
Show full opinionHide full opinion
All financials are not the same. Insurance companies have been the place to be recently. It's at support. Stick with the insurance companies but perhaps broaden out which ones you are in to avoid execution risk.
HOLD
HOLD
July 12, 2019
Not a bad stock, it's the best of the life insurers. But he's concerned about the financials in general. In for a more difficult time, as spreads are not conducive to profits. Late in the game to buy. Dividend's not bad. Tariffs could cause interest rates to decline even further.
Show full opinionHide full opinion
Not a bad stock, it's the best of the life insurers. But he's concerned about the financials in general. In for a more difficult time, as spreads are not conducive to profits. Late in the game to buy. Dividend's not bad. Tariffs could cause interest rates to decline even further.
COMMENT
COMMENT
July 3, 2019

MFC-T is the country's biggest life insurance company. He owns Sunlife instead as he feels it is better managed.

Show full opinionHide full opinion

MFC-T is the country's biggest life insurance company. He owns Sunlife instead as he feels it is better managed.

PAST TOP PICK
PAST TOP PICK
June 17, 2019
(A Top Pick May 30/18, Up 3%) He liked it then and likes it even more now. Lifecos are a good defensive play at this time, especially when they are all so well capitalized.
Show full opinionHide full opinion
(A Top Pick May 30/18, Up 3%) He liked it then and likes it even more now. Lifecos are a good defensive play at this time, especially when they are all so well capitalized.
TOP PICK
TOP PICK
June 17, 2019
The insurance companies are a fairly defensive position to be in. They have significant excess capital. In the most recent quarter there was new business strain, which leads to profitability later on. This is a reasonable investment to make. (Analysts’ price target is $56.45)
Show full opinionHide full opinion
The insurance companies are a fairly defensive position to be in. They have significant excess capital. In the most recent quarter there was new business strain, which leads to profitability later on. This is a reasonable investment to make. (Analysts’ price target is $56.45)
WAIT
WAIT
May 31, 2019
This is a solid stock. He did own it and took profits. He would buy back if it got to $50. A good defensive play. Good yield.
Show full opinionHide full opinion
This is a solid stock. He did own it and took profits. He would buy back if it got to $50. A good defensive play. Good yield.
BUY
BUY
April 18, 2019
He sold it 8 months ago, but still likes it. It's come back well. Definitely the best Canadian insurer to buy, but he's backing away from Canadian financials as a whole. It's a long-term hold that pays a good dividend. They're on top of the investment markets.
Show full opinionHide full opinion
He sold it 8 months ago, but still likes it. It's come back well. Definitely the best Canadian insurer to buy, but he's backing away from Canadian financials as a whole. It's a long-term hold that pays a good dividend. They're on top of the investment markets.
COMMENT
COMMENT
April 17, 2019
Insurance in a portfolio? He sold their Power Financial holding last year. Following the banking crisis it just has not recovered. It owns GreatWest Life and IGM -- neither has done well. Insurance is a better bet than banks, he thinks. He would prefer SLF-T in Canada and AFG-N in the US.
Show full opinionHide full opinion
Insurance in a portfolio? He sold their Power Financial holding last year. Following the banking crisis it just has not recovered. It owns GreatWest Life and IGM -- neither has done well. Insurance is a better bet than banks, he thinks. He would prefer SLF-T in Canada and AFG-N in the US.
BUY
BUY
April 9, 2019

Pays a 4% dividend and trades at 1.46 book. They have been diversifyign into welath management and buying a real estate business. Asia has done very well for them, growing at double digits. Well-run.

Show full opinionHide full opinion

Pays a 4% dividend and trades at 1.46 book. They have been diversifyign into welath management and buying a real estate business. Asia has done very well for them, growing at double digits. Well-run.

Showing 16 to 30 of 950 entries