CI Financial Corp

CIX-T

Analysis and Opinions about CIX-T

Signal
Opinion
Expert
COMMENT
COMMENT
January 12, 2016

Her preference is to be in the banks and financial services space. If you want more of a direct play on mutual funds, this is probably one of the better names to own. Given the valuation contraction that we have seen in the banking sector, her preference would be to own one of the big banks, or maybe a lifeco.

Show full opinionHide full opinion
CI Financial Corp (CIX-T)
January 12, 2016

Her preference is to be in the banks and financial services space. If you want more of a direct play on mutual funds, this is probably one of the better names to own. Given the valuation contraction that we have seen in the banking sector, her preference would be to own one of the big banks, or maybe a lifeco.

COMMENT
COMMENT
November 6, 2015

A “steady Eddie” company and a very good company in its area. If you are there for yield, it is slow and steady. If you have something better to buy, then this could be a Sell.

Show full opinionHide full opinion
CI Financial Corp (CIX-T)
November 6, 2015

A “steady Eddie” company and a very good company in its area. If you are there for yield, it is slow and steady. If you have something better to buy, then this could be a Sell.

DON'T BUY
DON'T BUY
October 5, 2015

Because of high fees, and new transparency rules, they will have pressure on them. CIX-T is going to be a survivor. They have done a great job and will continue to do so.

Show full opinionHide full opinion

Because of high fees, and new transparency rules, they will have pressure on them. CIX-T is going to be a survivor. They have done a great job and will continue to do so.

COMMENT
COMMENT
June 3, 2015

This has been the class act in the mutual fund business. Mutual funds are in secular decline, but this one has done everything right. They have been getting market share.

Show full opinionHide full opinion

This has been the class act in the mutual fund business. Mutual funds are in secular decline, but this one has done everything right. They have been getting market share.

COMMENT
COMMENT
May 19, 2015

Great management team. This is a competitive sector. Demographics are going to be in their favour. Some people want a non-bank as a place to do business.

Show full opinionHide full opinion

Great management team. This is a competitive sector. Demographics are going to be in their favour. Some people want a non-bank as a place to do business.

PAST TOP PICK
PAST TOP PICK
May 11, 2015

(A Top Pick June 4/14. Up 6.19%.) Once Bank of Nova Scotia sold off its stake, it allowed this company to be what it wanted to be.

Show full opinionHide full opinion

(A Top Pick June 4/14. Up 6.19%.) Once Bank of Nova Scotia sold off its stake, it allowed this company to be what it wanted to be.

COMMENT
COMMENT
January 30, 2015

A good company with a lot of good upside. If you believe the bull market continues, as he does, this is a good place to play. They have $100 billion in assets with a goal to grow it to $150 billion over the next 5 years. 4.2% dividend is safe. The only thing that concerns him is the changing regulatory environment.

Show full opinionHide full opinion
CI Financial Corp (CIX-T)
January 30, 2015

A good company with a lot of good upside. If you believe the bull market continues, as he does, this is a good place to play. They have $100 billion in assets with a goal to grow it to $150 billion over the next 5 years. 4.2% dividend is safe. The only thing that concerns him is the changing regulatory environment.

DON'T BUY
DON'T BUY
January 29, 2015

A lot of people are moving to the ETF market. The mutual fund industry is not growing quickly. The mutual fund industry has to bring their cost structure down. It can survive and at some time there could be more acquisitions.

Show full opinionHide full opinion
CI Financial Corp (CIX-T)
January 29, 2015

A lot of people are moving to the ETF market. The mutual fund industry is not growing quickly. The mutual fund industry has to bring their cost structure down. It can survive and at some time there could be more acquisitions.

COMMENT
COMMENT
January 6, 2015

The mutual fund industry is a slower growing business than it was back in the 90s. Now it is more growth by market appreciation and slower accumulation. In this space, this company is the best operator in the Canadian market. They run a very lean business and keep their costs low. Have a great sales force and a lot of recognition. Tends to trade at a bit of a premium to the whole space. A good name to own for the long-term.

Show full opinionHide full opinion

The mutual fund industry is a slower growing business than it was back in the 90s. Now it is more growth by market appreciation and slower accumulation. In this space, this company is the best operator in the Canadian market. They run a very lean business and keep their costs low. Have a great sales force and a lot of recognition. Tends to trade at a bit of a premium to the whole space. A good name to own for the long-term.

PAST TOP PICK
PAST TOP PICK
December 18, 2014

(Top Pick Nov. 12/13, Down 0.52%) His position is about a third of what it was a year ago. It will continue to do well, but there is some black clouds over the Canadian market.

Show full opinionHide full opinion
CI Financial Corp (CIX-T)
December 18, 2014

(Top Pick Nov. 12/13, Down 0.52%) His position is about a third of what it was a year ago. It will continue to do well, but there is some black clouds over the Canadian market.

PAST TOP PICK
PAST TOP PICK
November 25, 2014

(A Top Pick Nov 6/13. Up 3.76%.) He really likes the asset management business. If we are in a secular bull market for equities, the companies that have done a good job managing money are likely to see more dollars come in the door. This company has done a great job. Still likes.

Show full opinionHide full opinion
CI Financial Corp (CIX-T)
November 25, 2014

(A Top Pick Nov 6/13. Up 3.76%.) He really likes the asset management business. If we are in a secular bull market for equities, the companies that have done a good job managing money are likely to see more dollars come in the door. This company has done a great job. Still likes.

COMMENT
COMMENT
October 15, 2014

One of the biggest independent mutual fund companies. He likes this business. The last few men standing are going to make a lot of money. They’ll probably have to cut some of the prices of its funds. He is bullish on stock markets and thinks this will continue to do very, very well.

Show full opinionHide full opinion
CI Financial Corp (CIX-T)
October 15, 2014

One of the biggest independent mutual fund companies. He likes this business. The last few men standing are going to make a lot of money. They’ll probably have to cut some of the prices of its funds. He is bullish on stock markets and thinks this will continue to do very, very well.

BUY WEAKNESS
BUY WEAKNESS
October 14, 2014

CI Financial (CIX-T) or Power Corp (POW-T)? If this had a pullback to $25.14, where it typically trades in terms of valuation, he would be all over this. Yield of 3.8%. His model price is $44, so it looks quite attractive.

Show full opinionHide full opinion
CI Financial Corp (CIX-T)
October 14, 2014

CI Financial (CIX-T) or Power Corp (POW-T)? If this had a pullback to $25.14, where it typically trades in terms of valuation, he would be all over this. Yield of 3.8%. His model price is $44, so it looks quite attractive.

COMMENT
COMMENT
October 3, 2014

BNS-T sold most of its stake in them. It is not particularly cheap or interesting.

Show full opinionHide full opinion

BNS-T sold most of its stake in them. It is not particularly cheap or interesting.

COMMENT
COMMENT
September 3, 2014

Biggest independent mutual fund company in Canada. Very strong management team and has clearly done very well for shareholders. Now that they are fairly well free of bank of Nova Scotia’s (BNS-T) influence, they probably have more room to grow. Trading like they are a leading organization and he has always had trouble with how much people are paying for these organizations. If you own, you could probably stay with it and enjoy the dividends, but it is not the cheapest stock you could find.

Show full opinionHide full opinion
CI Financial Corp (CIX-T)
September 3, 2014

Biggest independent mutual fund company in Canada. Very strong management team and has clearly done very well for shareholders. Now that they are fairly well free of bank of Nova Scotia’s (BNS-T) influence, they probably have more room to grow. Trading like they are a leading organization and he has always had trouble with how much people are paying for these organizations. If you own, you could probably stay with it and enjoy the dividends, but it is not the cheapest stock you could find.

Showing 46 to 60 of 249 entries