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.
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Analysis and Opinions about MET-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 15, 2014

(A Top Pick Aug 7/13. Up 8.25%.) Yields 2.65%. The large financials have been struggling, certainly through 2014, but these companies need to act well going forward, if we are going to continue on with this bull market. This is certainly a better one within the financial group.

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Metlife (MET-N)
August 15, 2014

(A Top Pick Aug 7/13. Up 8.25%.) Yields 2.65%. The large financials have been struggling, certainly through 2014, but these companies need to act well going forward, if we are going to continue on with this bull market. This is certainly a better one within the financial group.

HOLD
HOLD
August 13, 2014

Has a great yield and continues to do very well.

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Metlife (MET-N)
August 13, 2014

Has a great yield and continues to do very well.

HOLD
HOLD
August 12, 2014

He likes the insurance sector. A simple way to think about the sector is that these are companies that fund their liabilities with their assets. In an environment where interest rates are going up and equity markets are going higher, your assets are increasing, which makes it a much easier to find your liabilities. In a rising rate environment, your liabilities are actually shrinking because your discount rate is increasing.

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Metlife (MET-N)
August 12, 2014

He likes the insurance sector. A simple way to think about the sector is that these are companies that fund their liabilities with their assets. In an environment where interest rates are going up and equity markets are going higher, your assets are increasing, which makes it a much easier to find your liabilities. In a rising rate environment, your liabilities are actually shrinking because your discount rate is increasing.

BUY
BUY
August 11, 2014

Doesn’t think the stock will go below $49 and the 200 day moving average.

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Metlife (MET-N)
August 11, 2014

Doesn’t think the stock will go below $49 and the 200 day moving average.

PAST TOP PICK
PAST TOP PICK
July 31, 2014

(A Top Pick July 29/13. Up 11.67%.) This should have done a whole lot better, but has been mired by regulatory concerns. Feels the US government will be labelling this as “too big to fail”, so capital, leverage and liquidity will be constrained. He would be using this fear as a way to be buying this. Still a Buy.

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Metlife (MET-N)
July 31, 2014

(A Top Pick July 29/13. Up 11.67%.) This should have done a whole lot better, but has been mired by regulatory concerns. Feels the US government will be labelling this as “too big to fail”, so capital, leverage and liquidity will be constrained. He would be using this fear as a way to be buying this. Still a Buy.

BUY
BUY
July 14, 2014

The thought is, if you buy lifcos now, and interest rates go up, they’ll make more on their bonds, then they will reap profits and you’ll be rewarded. The problem is, nobody knows when that is going to happen. This is not a bad bet.

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Metlife (MET-N)
July 14, 2014

The thought is, if you buy lifcos now, and interest rates go up, they’ll make more on their bonds, then they will reap profits and you’ll be rewarded. The problem is, nobody knows when that is going to happen. This is not a bad bet.

COMMENT
COMMENT
July 4, 2014

Fairly cheap and cheaper than all the Canadian financials. Has lots of capital, and pays a nice dividend. Has an excess of capital because they are not sure what is going to happen in the regulatory environment. If they are put in a situation where they can keep less capital, they will definitely be increasing dividend and buying back shares. Also, trades at a much cheaper multiple than the Canadian lifecos.

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Metlife (MET-N)
July 4, 2014

Fairly cheap and cheaper than all the Canadian financials. Has lots of capital, and pays a nice dividend. Has an excess of capital because they are not sure what is going to happen in the regulatory environment. If they are put in a situation where they can keep less capital, they will definitely be increasing dividend and buying back shares. Also, trades at a much cheaper multiple than the Canadian lifecos.

COMMENT
COMMENT
June 30, 2014

Lifecos do better in rising interest rates, and the consensus seems to be that this is going to happen. The 10 year in the US is hovering around 250 right now, and should back up towards 3, if growth in the 2nd half of the year is going to be as expected. The problem is, we keep missing on the economic numbers. The insurance companies have had an awful good run, so this may not be a good time to step in.

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Metlife (MET-N)
June 30, 2014

Lifecos do better in rising interest rates, and the consensus seems to be that this is going to happen. The 10 year in the US is hovering around 250 right now, and should back up towards 3, if growth in the 2nd half of the year is going to be as expected. The problem is, we keep missing on the economic numbers. The insurance companies have had an awful good run, so this may not be a good time to step in.

WEAK BUY
WEAK BUY
June 12, 2014

When looking at insurers, a key question is, do you think rates are going higher or lower? Certainly higher long-term rates are good for insurance companies. Secondly, many of them are focused in the wealth management side of things. He would guess that if he had to pick a direction, rates will work a little higher, but he doesn’t expect this will give a huge tailwind. His focus in financials has been more specifically in pure asset managers. This would be his 1st choice. You get great quality under something like Sun Life (SLF-T). On this company, you probably get an industry return. It has a 2+ percent return.

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Metlife (MET-N)
June 12, 2014

When looking at insurers, a key question is, do you think rates are going higher or lower? Certainly higher long-term rates are good for insurance companies. Secondly, many of them are focused in the wealth management side of things. He would guess that if he had to pick a direction, rates will work a little higher, but he doesn’t expect this will give a huge tailwind. His focus in financials has been more specifically in pure asset managers. This would be his 1st choice. You get great quality under something like Sun Life (SLF-T). On this company, you probably get an industry return. It has a 2+ percent return.

PAST TOP PICK
PAST TOP PICK
June 11, 2014

(A Top Pick April 2/13. Up 40.43%.) Had felt management would continue doing a good job in de-risking the business, which they did. Also, did some acquisitions in Latin America, which somewhat improves the growth profile. Really attractive share price. Will do about $5.60 in earnings this year and well north of $6 next year. If medium and long-term interest rates do rise at some point, the stock will be exceptionally well-placed. ROE is north of 10%, even in an incredibly adverse interest rate environment.

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Metlife (MET-N)
June 11, 2014

(A Top Pick April 2/13. Up 40.43%.) Had felt management would continue doing a good job in de-risking the business, which they did. Also, did some acquisitions in Latin America, which somewhat improves the growth profile. Really attractive share price. Will do about $5.60 in earnings this year and well north of $6 next year. If medium and long-term interest rates do rise at some point, the stock will be exceptionally well-placed. ROE is north of 10%, even in an incredibly adverse interest rate environment.

DON'T BUY
DON'T BUY
June 4, 2014

Life insurance companies generally are not very profitable according to Warren Buffett. ROE on this one, over the last 10 years, averaged about 9%. Look elsewhere.

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Metlife (MET-N)
June 4, 2014

Life insurance companies generally are not very profitable according to Warren Buffett. ROE on this one, over the last 10 years, averaged about 9%. Look elsewhere.

HOLD
HOLD
May 29, 2014

The good news is that this has been going sideways when most of the financials have been going down. Pays a dividend of 2.74%.

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Metlife (MET-N)
May 29, 2014

The good news is that this has been going sideways when most of the financials have been going down. Pays a dividend of 2.74%.

BUY
BUY
May 29, 2014

All the US lifecos face the same issues i.e. are they too big to fail. US banks have a lot of regulatory issues to deal with and he thinks this is going to move into the insurance business as well. If you want to be in this sector, this is a better company, and they have the ability to increase dividends, and to buy back a lot of stock.

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Metlife (MET-N)
May 29, 2014

All the US lifecos face the same issues i.e. are they too big to fail. US banks have a lot of regulatory issues to deal with and he thinks this is going to move into the insurance business as well. If you want to be in this sector, this is a better company, and they have the ability to increase dividends, and to buy back a lot of stock.

BUY
BUY
April 24, 2014

A good story. He likes the whole insurance category. For Canadian investors, the Canadian ones offer better dividends. MFC or SLF. But you are fine to hold this one.

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Metlife (MET-N)
April 24, 2014

A good story. He likes the whole insurance category. For Canadian investors, the Canadian ones offer better dividends. MFC or SLF. But you are fine to hold this one.

TOP PICK
TOP PICK
March 26, 2014

His model price is $74, a 36% upside. In the financials, you have to be patient with them, but they are in merging out of the financial crisis and the market is giving their A-OK in the sense of beginning to like what is on their balance sheet. Yield of 2.03%.

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Metlife (MET-N)
March 26, 2014

His model price is $74, a 36% upside. In the financials, you have to be patient with them, but they are in merging out of the financial crisis and the market is giving their A-OK in the sense of beginning to like what is on their balance sheet. Yield of 2.03%.

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