Intact Financial (IFC-T) Stock Predictions - Stockchase
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Intact Financial (IFC-T)

ON STOCKCHASE SINCE Dec 2004

formerly ING

insurance

Intact Financial

IFC-T

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Intact Financial (IFC-T) SAVE Apr, 22, 2019, 11:56 am

110.55 0.52 (0.47%)

About Intact Financial (IFC-T)

Intact Insurance is the largest provider of property and casualty insurance in Canada with close to $8.0 billion in annual premiums. More at Wikipedia

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PAST TOP PICK
Intact Financial(IFC-T) 

March 11, 2019

(A Top Pick Feb 26/18, Up 16%) Half their business is auto and costs were going up because cars got more expensive to fix. They are doing fine in auto now as the insurance industry has been able to raise their rates.
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(A Top Pick Feb 26/18, Up 16%) Half their business is auto and costs were going up because cars got more expensive to fix. They are doing fine in auto now as the insurance industry has been able to raise their rates.
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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$110.350
Owned Owned
Yes

TOP PICK
Intact Financial(IFC-T) 

October 26, 2018

In Q2 they showed progress in personal auto profit, and their OneBeacon acqusition. Their combined ratio beat guidance. He sees EPS growth. It's very cheap at 13x earnings. It hasn't come off as much as its peers. It's a beacon of safety, a steady Eddy. This is a late-cycle business play. (2.79% dividend yield, Analysts' price target: $112.46) 

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In Q2 they showed progress in personal auto profit, and their OneBeacon acqusition. Their combined ratio beat guidance. He sees EPS growth. It's very cheap at 13x earnings. It hasn't come off as much as its peers. It's a beacon of safety, a steady Eddy. This is a late-cycle business play. (2.79% dividend yield, Analysts' price target: $112.46) 

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$100.630
Owned Owned
Yes

HOLD
Intact Financial(IFC-T) 

September 17, 2018

Insurance companies do better in a rising interest rate environment.  It is one of the better stocks in terms of price momentum and it is stable.  Valuation, though, is a little high for him at 19 times earnings.  They are well within their payout ratio, however.  There are no balance sheet concerns, but he can find better alternatives in the space, making it a hold.  See his pas picks today for a better alternative.

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Insurance companies do better in a rising interest rate environment.  It is one of the better stocks in terms of price momentum and it is stable.  Valuation, though, is a little high for him at 19 times earnings.  They are well within their payout ratio, however.  There are no balance sheet concerns, but he can find better alternatives in the space, making it a hold.  See his pas picks today for a better alternative.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$106.070
Owned Owned
No

STRONG BUY
Intact Financial(IFC-T) 

September 13, 2018

14x earnings and has historically grown earnings at 12% compounded over the last decade. The market is hardening with price increases to feed margins. They recently acquired an American specialty operation that will be synergistic and will lead to more M&A in the U.S. Also, they outearn their peers wqith 12-14% ROE. They are serial acquirers and will continue this. Have 17% market share. Interest rates will be a further boost. Lots of runway ahead. Lots of good things happening here.

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14x earnings and has historically grown earnings at 12% compounded over the last decade. The market is hardening with price increases to feed margins. They recently acquired an American specialty operation that will be synergistic and will lead to more M&A in the U.S. Also, they outearn their peers wqith 12-14% ROE. They are serial acquirers and will continue this. Have 17% market share. Interest rates will be a further boost. Lots of runway ahead. Lots of good things happening here.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$105.550
Owned Owned
Yes

TOP PICK
Intact Financial(IFC-T) 

June 22, 2018

They missed the mark on Q1 on weaker auto and weather. They are modeling growing earnings at 20%. Trading at 11.9 times 2019. Fragmented space. (Analysts’ price target is $107.61)

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They missed the mark on Q1 on weaker auto and weather. They are modeling growing earnings at 20%. Trading at 11.9 times 2019. Fragmented space. (Analysts’ price target is $107.61)

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$95.390
Owned Owned
Yes

WATCH

He does not own it, but he is watching closely with the recent pullback.  It is extremely well run, but operates on thin margins.  He would wait until after the Ontario election, because insurance rates can be a political football.  It has a good long term future.  (Analysts’ price target is $108 )

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He does not own it, but he is watching closely with the recent pullback.  It is extremely well run, but operates on thin margins.  He would wait until after the Ontario election, because insurance rates can be a political football.  It has a good long term future.  (Analysts’ price target is $108 )

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$96.920
Owned Owned
No

TOP PICK

It has superior results to Canadian peers.  The accident rate has not been lowering because of backup cameras.  Profits will improve and the stock will go up.  (Analysts’ target: $107.77).

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It has superior results to Canadian peers.  The accident rate has not been lowering because of backup cameras.  Profits will improve and the stock will go up.  (Analysts’ target: $107.77).

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$97.190
Owned Owned
Yes

PAST TOP PICK

(A Top Pick June 16/17 - Up 2.7%) Sold around ¾ of his positions. They have some personal auto weakness. Management is committed to turnaround. Good name over time.

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(A Top Pick June 16/17 - Up 2.7%) Sold around ¾ of his positions. They have some personal auto weakness. Management is committed to turnaround. Good name over time.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$96.350
Owned Owned
Yes

DON'T BUY

He's surprised they've done so well, because they've missed several quarters, partly due to bad weather hurting their bottom line. IFC had great growth through acqusition years ago, but they've been disappointing lately. He'd rather buy a lifeco, not a P&C company,

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He's surprised they've done so well, because they've missed several quarters, partly due to bad weather hurting their bottom line. IFC had great growth through acqusition years ago, but they've been disappointing lately. He'd rather buy a lifeco, not a P&C company,

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$96.080
Owned Owned
Unknown

BUY
Intact Financial(IFC-T) 

March 20, 2018

He prefers this to Manulife. They have been a consistent operator over time. They have gone through some softness in their quarters, especially in their auto division, but he expects them to raise rates soon to address this.

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He prefers this to Manulife. They have been a consistent operator over time. They have gone through some softness in their quarters, especially in their auto division, but he expects them to raise rates soon to address this.

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Geoff Scott

Institutio, Cambridge Global Ass...

Price Price
$97.710
Owned Owned
Unknown

TOP PICK
Intact Financial(IFC-T) 

February 26, 2018

Has been going up for 10 years.  It is targeting 10% growth every year.  It has pulled back recently but has a steady business model.  (Analysts’ target: $110.35).

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Has been going up for 10 years.  It is targeting 10% growth every year.  It has pulled back recently but has a steady business model.  (Analysts’ target: $110.35).

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$97.780
Owned Owned
Yes

COMMENT
Intact Financial(IFC-T) 

November 8, 2017

Switch bank stocks to this company? This is going to be a little more volatile than the banks. It has been a great, long term stock. Every time there is a natural disaster, everyone is worried about what is going to happen, and they just increase their premiums, and make more money the following year.

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Switch bank stocks to this company? This is going to be a little more volatile than the banks. It has been a great, long term stock. Every time there is a natural disaster, everyone is worried about what is going to happen, and they just increase their premiums, and make more money the following year.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$103.310
Owned Owned
Unknown

BUY
Intact Financial(IFC-T) 

August 25, 2017

It is in the top 16% of his database.  Earnings growth is expected to be 18% this year.  The fundamentals support the break out. 

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It is in the top 16% of his database.  Earnings growth is expected to be 18% this year.  The fundamentals support the break out. 

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$102.460
Owned Owned
No

TOP PICK
Intact Financial(IFC-T) 

June 16, 2017

Just acquired OneBeacon, the leading North American specialty provider, which will give them growth opportunities in the US. It is a highly fragmented space, so there are a lot of acquisitions upside. He models 18% EPS, and it is trading below its five-year average. OneBeacon is probably not accretive, but is probably neutral for 2017 earnings, and is really accretive over 24 months. Dividend yield of 2.7%. (Analysts’ price target is $103.)

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Just acquired OneBeacon, the leading North American specialty provider, which will give them growth opportunities in the US. It is a highly fragmented space, so there are a lot of acquisitions upside. He models 18% EPS, and it is trading below its five-year average. OneBeacon is probably not accretive, but is probably neutral for 2017 earnings, and is really accretive over 24 months. Dividend yield of 2.7%. (Analysts’ price target is $103.)

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$93.820
Owned Owned
Yes

PAST TOP PICK
Intact Financial(IFC-T) 

March 24, 2017

(Top Pick Mar 31/16, Up 6%) The big fires in Fort McMurray hurt them.  He sees growth continuing.  It is trading at a discount.  It can grow by acquisition.  It has its best days still ahead of it.  Rising yields in the US will help lifecos for sure.  P&C won’t receive that material an impact on their business.

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(Top Pick Mar 31/16, Up 6%) The big fires in Fort McMurray hurt them.  He sees growth continuing.  It is trading at a discount.  It can grow by acquisition.  It has its best days still ahead of it.  Rising yields in the US will help lifecos for sure.  P&C won’t receive that material an impact on their business.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$94.210
Owned Owned
Yes

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