Sun Life Financial Inc

SLF-T

TSE:SLF

42.38
2.18 (4.89%)
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
COMMENT
COMMENT
March 14, 2018

Manulife (MFC-T) versus Sunlife (SLF.T). He is not sure what the issue with Manulife might be. He holds Manulife in his RRSP and would buy more if it pulled back to $22.65. Sunlife is doing a good job and is way over-performing Manulife.

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Manulife (MFC-T) versus Sunlife (SLF.T). He is not sure what the issue with Manulife might be. He holds Manulife in his RRSP and would buy more if it pulled back to $22.65. Sunlife is doing a good job and is way over-performing Manulife.

PAST TOP PICK
PAST TOP PICK
March 13, 2018

(A Top Pick March 9/17, Up 14%) Still likes it. Trending above their moving averages. Aging demographics in North America and rising interest rates are tailwinds. He likes that 55% of revenues come from the US and Asia. Manulife is looking interesting too.

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(A Top Pick March 9/17, Up 14%) Still likes it. Trending above their moving averages. Aging demographics in North America and rising interest rates are tailwinds. He likes that 55% of revenues come from the US and Asia. Manulife is looking interesting too.

DON'T BUY
DON'T BUY
March 8, 2018

She owns Manulife for clients. They like the larger Asian exposure that Manulife has. Sun Life has a big asset, MFS Management, in the US and it has been suffering outflows for a period of time now. Her preference is with Manulife.

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She owns Manulife for clients. They like the larger Asian exposure that Manulife has. Sun Life has a big asset, MFS Management, in the US and it has been suffering outflows for a period of time now. Her preference is with Manulife.

WEAK BUY
WEAK BUY
February 22, 2018

MFC-T vs. SLF-T. They are both in the right area. They do well seasonally at this time. He would favour SLF-T from a technical perspective. It has a rising bottom. It has pulled back down a little today. He favours banks over lifecos.

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MFC-T vs. SLF-T. They are both in the right area. They do well seasonally at this time. He would favour SLF-T from a technical perspective. It has a rising bottom. It has pulled back down a little today. He favours banks over lifecos.

PAST TOP PICK
PAST TOP PICK
February 7, 2018

(A Top Pick April 20/17, Up 12%) Huge asset management platform. Strong stable in India. Increased in Canada with Excel Funds. Will see near-term growth of 8% and will benefit from U.S. tax cuts. Continues to own it.

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(A Top Pick April 20/17, Up 12%) Huge asset management platform. Strong stable in India. Increased in Canada with Excel Funds. Will see near-term growth of 8% and will benefit from U.S. tax cuts. Continues to own it.

PAST TOP PICK
PAST TOP PICK
January 23, 2018

(A Top Pick March 17/17. Up 14%.) He likes insurance companies. In a rising interest rate environment, that’s always a good place to be. He could see this taking a pause, because their US MFS holding represents a good chunk of earnings, and that industry is facing fee pressures and is very dependent on asset growth. Also this is a little less represented in Asia than one of their competitors. Targeting 8%-10% growth in earnings over the next few years. Thinks they could make it, but it could be a bit of a struggle. Consider this to still be a Hold if you own it.

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(A Top Pick March 17/17. Up 14%.) He likes insurance companies. In a rising interest rate environment, that’s always a good place to be. He could see this taking a pause, because their US MFS holding represents a good chunk of earnings, and that industry is facing fee pressures and is very dependent on asset growth. Also this is a little less represented in Asia than one of their competitors. Targeting 8%-10% growth in earnings over the next few years. Thinks they could make it, but it could be a bit of a struggle. Consider this to still be a Hold if you own it.

PAST TOP PICK
PAST TOP PICK
January 17, 2018

(A Top Pick Jan 26/17. Up 4%.) Got stopped out right after he bought this. It got off to a terrible start when it reported earnings in February. It still has a very good turnaround going on in its MFS investment management business.

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(A Top Pick Jan 26/17. Up 4%.) Got stopped out right after he bought this. It got off to a terrible start when it reported earnings in February. It still has a very good turnaround going on in its MFS investment management business.

PAST TOP PICK
PAST TOP PICK
January 2, 2018

(A Top Pick Nov 25/16. Up 1%.) He likes this for the hedge against rising interest rates, and it still makes sense. As interest rates rise, fixed income portfolios at this company can do better because they can draw more cash flow. It's cheap on all metrics. 3.5% dividend yield.

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(A Top Pick Nov 25/16. Up 1%.) He likes this for the hedge against rising interest rates, and it still makes sense. As interest rates rise, fixed income portfolios at this company can do better because they can draw more cash flow. It's cheap on all metrics. 3.5% dividend yield.

TOP PICK
TOP PICK
December 14, 2017

They have done really well in Asia over the last 5 years. They have grown it at 30%. He sees good growth there. They have done a great job of getting away from capital heavy businesses into capital light businesses. 12 times earnings, good valuation and a very solid company. (Analysts’ target: $54.00).

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They have done really well in Asia over the last 5 years. They have grown it at 30%. He sees good growth there. They have done a great job of getting away from capital heavy businesses into capital light businesses. 12 times earnings, good valuation and a very solid company. (Analysts’ target: $54.00).

PAST TOP PICK
PAST TOP PICK
December 14, 2017

(A Top Pick Feb 3/17. Up 6%.) A good safe dividend payer. Has added to some positions. A well-run company. It will do well in a good economic environment.

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(A Top Pick Feb 3/17. Up 6%.) A good safe dividend payer. Has added to some positions. A well-run company. It will do well in a good economic environment.

TOP PICK
TOP PICK
December 6, 2017

He likes this over Manulife (MFC-T), because it is basically flat year-over-year. A good insurance business. Their challenge is their US mutual fund MFF which has had big redemptions, because of everybody going into ETF’s. That seems to have turned now. Expects there will be a dividend increase in 2018 along with better results from MFF. Dividend yield of 3.5%. (Analysts’ price target is $54.)

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He likes this over Manulife (MFC-T), because it is basically flat year-over-year. A good insurance business. Their challenge is their US mutual fund MFF which has had big redemptions, because of everybody going into ETF’s. That seems to have turned now. Expects there will be a dividend increase in 2018 along with better results from MFF. Dividend yield of 3.5%. (Analysts’ price target is $54.)

COMMENT
COMMENT
November 29, 2017

Manulife (MFC-T) or Sun Life (SLF-T)? Insurance companies tend to move up and down with interest rates. If you continue to see the interest rates gradually move up, it will be a positive. ROE’s are decent. Both are benefiting from what is happening in Asia. Both companies are fine.

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Manulife (MFC-T) or Sun Life (SLF-T)? Insurance companies tend to move up and down with interest rates. If you continue to see the interest rates gradually move up, it will be a positive. ROE’s are decent. Both are benefiting from what is happening in Asia. Both companies are fine.

BUY
BUY
November 27, 2017

MFC-T vs. SLF-T. It is a close call. He would have to go with MFC-T because he believes they have more recovery upside. MFC-T has some issues but if they address them they will have more upside.

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MFC-T vs. SLF-T. It is a close call. He would have to go with MFC-T because he believes they have more recovery upside. MFC-T has some issues but if they address them they will have more upside.

COMMENT
COMMENT
November 10, 2017

Sun Life (SLF-T) or Manulife (MFC-T)? In a slowly rising interest rate environment, both banks and lifecos will benefit, and you want to have representation in both groups. She owns 3 banks and 1 lifeco. Both have done well but her preference would be Manulife because of their Asian exposure.

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Sun Life (SLF-T) or Manulife (MFC-T)? In a slowly rising interest rate environment, both banks and lifecos will benefit, and you want to have representation in both groups. She owns 3 banks and 1 lifeco. Both have done well but her preference would be Manulife because of their Asian exposure.

COMMENT
COMMENT
November 2, 2017

Buy, Hold or Sell? Doesn't own any insurance companies, as he felt that banks would give him a better rate of return. This pays a nice dividend. He doesn't think rates are going to go up aggressively. They’ve all grown their asset management businesses, and most of them are active, so the passive side has hurt them a great deal. A great company, and could probably be a little more international where there are opportunities.

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Buy, Hold or Sell? Doesn't own any insurance companies, as he felt that banks would give him a better rate of return. This pays a nice dividend. He doesn't think rates are going to go up aggressively. They’ve all grown their asset management businesses, and most of them are active, so the passive side has hurt them a great deal. A great company, and could probably be a little more international where there are opportunities.

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