Sun Life Financial Inc

SLF-T

TSE:SLF

60.73
0.52 (0.85%)
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
TOP PICK
TOP PICK
October 2, 2018

He considers this a healthy yield that is likely to grown. It trades at only 11x earnings. It will be a beneficiary of rising interest rates, which he expects to continue. He expects 10% earnings growth for the next 3 years. This is the largest foreign insurer in Asia (India), which offers huge growth possibilities. Its MFS American operations have turned around. Yield 3.8%. (Analysts’ price target $58.54)

Show full opinionHide full opinion

He considers this a healthy yield that is likely to grown. It trades at only 11x earnings. It will be a beneficiary of rising interest rates, which he expects to continue. He expects 10% earnings growth for the next 3 years. This is the largest foreign insurer in Asia (India), which offers huge growth possibilities. Its MFS American operations have turned around. Yield 3.8%. (Analysts’ price target $58.54)

SELL
SELL
September 27, 2018

The expectation is that the rate is going to invert next year. That is not good for banks and particularly bad for insurance companies. If you believe that next year is the great inversion, you don’t want to own any financials. Avoid.

Show full opinionHide full opinion

The expectation is that the rate is going to invert next year. That is not good for banks and particularly bad for insurance companies. If you believe that next year is the great inversion, you don’t want to own any financials. Avoid.

COMMENT
COMMENT
September 25, 2018

He likes the life insurance industry and owns three companies in that space. Sun Life is the Canadian company that he likes. He prefers it to Manulife. He thinks it is better managed, with better exposure to interest rates. He likes the amount and quality of international diversification of Sun Life.

Show full opinionHide full opinion

He likes the life insurance industry and owns three companies in that space. Sun Life is the Canadian company that he likes. He prefers it to Manulife. He thinks it is better managed, with better exposure to interest rates. He likes the amount and quality of international diversification of Sun Life.

DON'T BUY
DON'T BUY
September 19, 2018

Today, everything in financials rallied, including the lifecos. Rising rates benefit them. But the US banks look better. Instead, look at the ETF, KIE-N, to give you a basket of insurance companies. Today it broke new highs. SLF isn't the best house in a very good neighbourhood.

Show full opinionHide full opinion

Today, everything in financials rallied, including the lifecos. Rising rates benefit them. But the US banks look better. Instead, look at the ETF, KIE-N, to give you a basket of insurance companies. Today it broke new highs. SLF isn't the best house in a very good neighbourhood.

TOP PICK
TOP PICK
September 17, 2018

Cash flow from US and Canadian life insurance businesses they use to reinvest in growing markets in Asia. They have excess capital at the holdco level that can be used for acquisitions, pay dividend or buyback shares. (3.7% dividend, Analysts' price target: $58.57)

Show full opinionHide full opinion

Cash flow from US and Canadian life insurance businesses they use to reinvest in growing markets in Asia. They have excess capital at the holdco level that can be used for acquisitions, pay dividend or buyback shares. (3.7% dividend, Analysts' price target: $58.57)

HOLD
HOLD
August 15, 2018

He likes the insurance group as a whole, as it trades at 1.4 times book and and 10-11 times earnings. He feels this is the most expensive of the Big 3 in the group and so would favour others.

Show full opinionHide full opinion

He likes the insurance group as a whole, as it trades at 1.4 times book and and 10-11 times earnings. He feels this is the most expensive of the Big 3 in the group and so would favour others.

BUY
BUY
August 14, 2018

Life Insurance companies do better when interest rates rise because they reinvest their premiums, mainly in the bond market. Interest rates have not increased as much as he hoped; instead, the yield curve is flattening. He expects interest rates to rise in the future, though, and he owns Sun Life in that expectation. He thinks that over the near term, Sun Life will perform better than the Canadian banks as interest rates move up. Interest rates will rise because the economy is doing better and inflation is coming back, caused by labour shortages and tariffs.

Show full opinionHide full opinion

Life Insurance companies do better when interest rates rise because they reinvest their premiums, mainly in the bond market. Interest rates have not increased as much as he hoped; instead, the yield curve is flattening. He expects interest rates to rise in the future, though, and he owns Sun Life in that expectation. He thinks that over the near term, Sun Life will perform better than the Canadian banks as interest rates move up. Interest rates will rise because the economy is doing better and inflation is coming back, caused by labour shortages and tariffs.

WAIT
WAIT
August 10, 2018

Numbers aren’t that bad, however has always traded at a premium compared to peers. Mutual fund side has had significant withdrawals, and so the stock sold off. Well managed, but technically it has broken down. If goes down to $48, a definite buy. But not right now.

Show full opinionHide full opinion

Numbers aren’t that bad, however has always traded at a premium compared to peers. Mutual fund side has had significant withdrawals, and so the stock sold off. Well managed, but technically it has broken down. If goes down to $48, a definite buy. But not right now.

BUY WEAKNESS
BUY WEAKNESS
August 9, 2018

He likes it. It is a good insurance name, trading to a premium to other insurance names out there. They are looking for acquisitions where they can add to their portfolios. Nice dividend. Rising interest rates should benefit it. They have growth in Asian.

Show full opinionHide full opinion

He likes it. It is a good insurance name, trading to a premium to other insurance names out there. They are looking for acquisitions where they can add to their portfolios. Nice dividend. Rising interest rates should benefit it. They have growth in Asian.

PAST TOP PICK
PAST TOP PICK
August 1, 2018

(A Top Pick September 7/17 Up 18%) This will be a big beneficiary if the yield curve steepens. They have grown their business in Asia, the US and India. He looks for 10% earnings growth annually and further expansion of the dividend.

Show full opinionHide full opinion

(A Top Pick September 7/17 Up 18%) This will be a big beneficiary if the yield curve steepens. They have grown their business in Asia, the US and India. He looks for 10% earnings growth annually and further expansion of the dividend.

WAIT
WAIT
July 6, 2018

Buy or sell? Caught in a trading range on the chart. If it gets up to $54-55 range, sell, and then buy it back closer to $50. Not a bad yield, relatively safe. But until it shows signs of breaking out, better yields elsewhere.

Show full opinionHide full opinion

Buy or sell? Caught in a trading range on the chart. If it gets up to $54-55 range, sell, and then buy it back closer to $50. Not a bad yield, relatively safe. But until it shows signs of breaking out, better yields elsewhere.

BUY
BUY
July 5, 2018

It is the safe, steady lifeco. They are in a dividend growing mode. It is a great company to own. A company they own in the US has had redemption issues, but it is a great company to retire on.

Show full opinionHide full opinion

It is the safe, steady lifeco. They are in a dividend growing mode. It is a great company to own. A company they own in the US has had redemption issues, but it is a great company to retire on.

COMMENT
COMMENT
July 4, 2018

Manulife (MFC-T) versus Sunlife (SLF-T). He owned Manulife going into the financial crisis, but became concerned about management and sold out of their holdings. When Sunlife began to fall in sympathy they bought them – focusing on the preferred shares in particular. Manulife still has some questionable assets in the US and may not know how to offload them.

Show full opinionHide full opinion

Manulife (MFC-T) versus Sunlife (SLF-T). He owned Manulife going into the financial crisis, but became concerned about management and sold out of their holdings. When Sunlife began to fall in sympathy they bought them – focusing on the preferred shares in particular. Manulife still has some questionable assets in the US and may not know how to offload them.

COMMENT
COMMENT
June 11, 2018

He likes lifecos for the long haul because society is aging for longer, so the lifecos defer their payouts longer. However, profitability in this business lies in the long-term disability sector, but no company now has a competitive advantage here. Look out for the one that does by reading their reports for what they say about disability insurance management.

Show full opinionHide full opinion

He likes lifecos for the long haul because society is aging for longer, so the lifecos defer their payouts longer. However, profitability in this business lies in the long-term disability sector, but no company now has a competitive advantage here. Look out for the one that does by reading their reports for what they say about disability insurance management.

COMMENT
COMMENT
June 5, 2018

Technical analysis: The buyers are still buying despite the stock hitting a top, while sellers are waiting for higher prices to sell. The buyers have more conviction than the sellers.

Show full opinionHide full opinion

Technical analysis: The buyers are still buying despite the stock hitting a top, while sellers are waiting for higher prices to sell. The buyers have more conviction than the sellers.

Showing 61 to 75 of 959 entries