Metlife

MET-N

NYSE:MET

52.61
0.41 (0.79%)
MetLife, Inc. is the holding corporation for the Metropolitan Life Insurance Company, better known as MetLife, and its affiliates.
More at Wikipedia

Analysis and Opinions about MET-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 1, 2017

One of the biggest life insurance companies in the US. It has gone nowhere in 10 years. One of the problems is that it was designated as strategically important in the US and that is being appealed. He thinks the ruling will be overturned. They are spinning out their retail life insurance business. (Analysts’ target: $59.50).

Show full opinionHide full opinion
Metlife (MET-N)
May 1, 2017

One of the biggest life insurance companies in the US. It has gone nowhere in 10 years. One of the problems is that it was designated as strategically important in the US and that is being appealed. He thinks the ruling will be overturned. They are spinning out their retail life insurance business. (Analysts’ target: $59.50).

COMMENT
COMMENT
April 6, 2017

He likes this on the back of interest rates moving higher. Recently, interest rates have started to calm down on dovish Fed talk, however expects they will move higher. Trading at about 10X forward earnings with a 10% growth rate. BV is under 1X, so it is a pretty decently valued name. He likes this one a lot.

Show full opinionHide full opinion
Metlife (MET-N)
April 6, 2017

He likes this on the back of interest rates moving higher. Recently, interest rates have started to calm down on dovish Fed talk, however expects they will move higher. Trading at about 10X forward earnings with a 10% growth rate. BV is under 1X, so it is a pretty decently valued name. He likes this one a lot.

COMMENT
COMMENT
January 17, 2017

Prudential (PRU-N), Metropolitan Life (MET-N) or a US bank? He likes financials for the long haul. The only group that has not fully recovered from the 2008 downturn. However, there has been a tremendous run up since the election on the hopes for higher interest rates because of stronger growth from some of the Trump policies and less regulations. He likes them both. They are both trading close to BV. However, insurance is becoming more and more of a commodity business, so he thinks he would give a little edge to this one for being bigger. Currently he likes the life insurers because the banks have run up so much.

Show full opinionHide full opinion
Metlife (MET-N)
January 17, 2017

Prudential (PRU-N), Metropolitan Life (MET-N) or a US bank? He likes financials for the long haul. The only group that has not fully recovered from the 2008 downturn. However, there has been a tremendous run up since the election on the hopes for higher interest rates because of stronger growth from some of the Trump policies and less regulations. He likes them both. They are both trading close to BV. However, insurance is becoming more and more of a commodity business, so he thinks he would give a little edge to this one for being bigger. Currently he likes the life insurers because the banks have run up so much.

TOP PICK
TOP PICK
January 13, 2017

He likes the financials in the US. Life insurers are going to benefit the most from rising interest rates and a steepening yield curve. This is the largest US life insurer, and one of the largest financial services companies in the US. A pretty strong global brand, very solid financial balance sheet and a very large distribution network. There is also an easing of the regulatory environment. About 3 months ago, they announced a shareholder friendly $3 billion buyback program. Trading pretty cheap at 10X PE. Dividend yield of 2.95%. (Analysts’ price target is $60.03.)

Show full opinionHide full opinion
Metlife (MET-N)
January 13, 2017

He likes the financials in the US. Life insurers are going to benefit the most from rising interest rates and a steepening yield curve. This is the largest US life insurer, and one of the largest financial services companies in the US. A pretty strong global brand, very solid financial balance sheet and a very large distribution network. There is also an easing of the regulatory environment. About 3 months ago, they announced a shareholder friendly $3 billion buyback program. Trading pretty cheap at 10X PE. Dividend yield of 2.95%. (Analysts’ price target is $60.03.)

WEAK BUY
WEAK BUY
November 21, 2016

MET-N vs. PRU-N. They will get a nice tailwind from a steeper rate curve. He prefers MS-N or GS-N to these two.

Show full opinionHide full opinion
Metlife (MET-N)
November 21, 2016

MET-N vs. PRU-N. They will get a nice tailwind from a steeper rate curve. He prefers MS-N or GS-N to these two.

COMMENT
COMMENT
November 15, 2016

Has looked at this a lot. He is a large holder of their bonds, and feels he is getting very good rates on those. The last time they reported earnings, the earnings were quite bad. It turns out that they had priced some annuities badly, meaning they gave their customers too good of a deal. He would prefer some other financials. 2.9% dividend yield. (See Top Picks.)

Show full opinionHide full opinion
Metlife (MET-N)
November 15, 2016

Has looked at this a lot. He is a large holder of their bonds, and feels he is getting very good rates on those. The last time they reported earnings, the earnings were quite bad. It turns out that they had priced some annuities badly, meaning they gave their customers too good of a deal. He would prefer some other financials. 2.9% dividend yield. (See Top Picks.)

COMMENT
COMMENT
November 9, 2016

Insurers have all done a little better in the last several months. That whole sector is stronger today with a feeling that a Republican-led Congress, and potentially a Trump led government is going to be easier on banks. There is also a feeling in the US that the DOL rule may be repealed/changed. That was a rule that was definitely affecting a lot of the insurers, in which the US insurers have financial advisors that give out advice, and they were potentially going to be very limited in doing that.

Show full opinionHide full opinion
Metlife (MET-N)
November 9, 2016

Insurers have all done a little better in the last several months. That whole sector is stronger today with a feeling that a Republican-led Congress, and potentially a Trump led government is going to be easier on banks. There is also a feeling in the US that the DOL rule may be repealed/changed. That was a rule that was definitely affecting a lot of the insurers, in which the US insurers have financial advisors that give out advice, and they were potentially going to be very limited in doing that.

TOP PICK
TOP PICK
November 8, 2016

The biggest lifeco in the US. This is going to be a big ROE stock. It will be a beneficiary of rising interest rates, but more importantly, there are 2 things going on. 1.) They’ve announced they are about to spin out the retail insurance business which is very capital intensive. They want to stick to doing group life insurance, annuities, pensions, etc. 2.) They are currently under the watchful eye of the government as a special investment company, and are going to be getting out of this, which will give them more flexibility. Dividend yield of 3.35%.

Show full opinionHide full opinion
Metlife (MET-N)
November 8, 2016

The biggest lifeco in the US. This is going to be a big ROE stock. It will be a beneficiary of rising interest rates, but more importantly, there are 2 things going on. 1.) They’ve announced they are about to spin out the retail insurance business which is very capital intensive. They want to stick to doing group life insurance, annuities, pensions, etc. 2.) They are currently under the watchful eye of the government as a special investment company, and are going to be getting out of this, which will give them more flexibility. Dividend yield of 3.35%.

PAST TOP PICK
PAST TOP PICK
October 19, 2016

(A Top Pick Nov 16/15. Down 4.51%.) All the negatives that are associated with the financials generally, also impact life insurance. This is one of the best lifecos out there, but it was dead money for quite some time.

Show full opinionHide full opinion
Metlife (MET-N)
October 19, 2016

(A Top Pick Nov 16/15. Down 4.51%.) All the negatives that are associated with the financials generally, also impact life insurance. This is one of the best lifecos out there, but it was dead money for quite some time.

TOP PICK
TOP PICK
October 11, 2016

Fundamentally, he is looking for companies that are going to benefit from a rise, or the expectation of one, in interest rates. These kind of companies have all been moving in the expectation of one coming in December.

Show full opinionHide full opinion
Metlife (MET-N)
October 11, 2016

Fundamentally, he is looking for companies that are going to benefit from a rise, or the expectation of one, in interest rates. These kind of companies have all been moving in the expectation of one coming in December.

PAST TOP PICK
PAST TOP PICK
September 23, 2016

(A Top Pick Oct13/15. Down 3.64%.) As far as lifecos go, particularly US ones, this is a stand out. Great annuities business, exposure to life insurance in Asia and Latin America. Huge cash reserves. However, this is a financial company and lifecos are kind of challenged. Long-term return assumptions in the marketplace are lower because of lower economic growth as we all age. It is going to be harder for them to have outstanding years. He has dramatically reduced his financial exposure.

Show full opinionHide full opinion
Metlife (MET-N)
September 23, 2016

(A Top Pick Oct13/15. Down 3.64%.) As far as lifecos go, particularly US ones, this is a stand out. Great annuities business, exposure to life insurance in Asia and Latin America. Huge cash reserves. However, this is a financial company and lifecos are kind of challenged. Long-term return assumptions in the marketplace are lower because of lower economic growth as we all age. It is going to be harder for them to have outstanding years. He has dramatically reduced his financial exposure.

HOLD
HOLD
August 4, 2016

A cheap company. A great company and pays a good dividend. They have lots of capital and don’t have to worry about things and they can buy back their shares. Lifecos are up against a very difficult environment from an investment point of view, which is going to keep the stock moving sideways for a lot longer than people think. If you have a 5-10 year view, then buying at these levels makes a lot of sense.

Show full opinionHide full opinion
Metlife (MET-N)
August 4, 2016

A cheap company. A great company and pays a good dividend. They have lots of capital and don’t have to worry about things and they can buy back their shares. Lifecos are up against a very difficult environment from an investment point of view, which is going to keep the stock moving sideways for a lot longer than people think. If you have a 5-10 year view, then buying at these levels makes a lot of sense.

COMMENT
COMMENT
May 26, 2016

Chart shows a long downtrend with periodic runs up to it. It sort of coincides with what the Fed is going to do. His charts show this is weakening a little and there is some resistance at around $46. If you are a really long term investor, this is probably in the ballpark to buy at some point.

Show full opinionHide full opinion
Metlife (MET-N)
May 26, 2016

Chart shows a long downtrend with periodic runs up to it. It sort of coincides with what the Fed is going to do. His charts show this is weakening a little and there is some resistance at around $46. If you are a really long term investor, this is probably in the ballpark to buy at some point.

DON'T BUY
DON'T BUY
May 19, 2016

Used to own this. As an insurer, it will do a bit better with rising interest rates, but on a technical basis, it is below the 200 day moving average, and that continues to fall. Be careful of this one. Pretty cheap at 8X forward earnings probably a 9%-10% growth rate, but until it changes in terms of its technicals, he is not going to own it. Nice dividend of 3.6%.

Show full opinionHide full opinion
Metlife (MET-N)
May 19, 2016

Used to own this. As an insurer, it will do a bit better with rising interest rates, but on a technical basis, it is below the 200 day moving average, and that continues to fall. Be careful of this one. Pretty cheap at 8X forward earnings probably a 9%-10% growth rate, but until it changes in terms of its technicals, he is not going to own it. Nice dividend of 3.6%.

PAST TOP PICK
PAST TOP PICK
January 14, 2016

(A Top Pick Dec 4/14. Down 18.89%.) Just sold it in September at around $47 and $48. The stock tends to move with bond yields, and they are not moving higher just yet. Still cheap at 9X forward earnings. If you want more of a stable movement and a 3.4% dividend, this is a good name to own.

Show full opinionHide full opinion
Metlife (MET-N)
January 14, 2016

(A Top Pick Dec 4/14. Down 18.89%.) Just sold it in September at around $47 and $48. The stock tends to move with bond yields, and they are not moving higher just yet. Still cheap at 9X forward earnings. If you want more of a stable movement and a 3.4% dividend, this is a good name to own.

Showing 31 to 45 of 100 entries