Manulife Financial | StockChase
1710
Manulife Financial (MFC-T)

Last Price Recorded: $26.7600 on 2017-11-20

ON STOCKCHASE SINCE Oct 2000

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Manulife Financial


Signal Opinion Expert

2017-11-10

COMMENT
Manulife Financial (MFC-T)

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. This one was lagging, but has now played a bit of catch-up. Both just reported good results. Her preference would be this because she likes their Asian exposure, which will be a faster growth market.

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Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $26.910
Owned: Yes

2017-11-08

COMMENT
Manulife Financial (MFC-T)

This is one he likes. If you have tracked this over the past year, you will notice that numbers, quarter by quarter, have been increasing. The numbers continue to track upwards. There is probably still room to grow. They are very big in asset management and continue to expand there.

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Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $26.380
Owned: Yes

2017-11-07

COMMENT
Manulife Financial (MFC-T)

Sell bank stocks and put it into Manulife?She likes Manulife, because she feels the new management team will be more aggressive in selling off some of the assets that are not a good fit or are not growing as fast. Her feeling is that they will sell assets as opposed to selling off the whole John Hancock company. They are doing really, really well in Asia. A unique way of playing Asia. This is probably going to be her biggest weighting after they report. The growth of Manulife could possibly be better than the banks.

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Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $26.540
Owned: Unknown

2017-11-02

PAST TOP PICK
Manulife Financial (MFC-T)

(A Past Top Pick Oct 28/16, Up 42%)  He still likes it quite a bit but it will not do the same this year.  There will be a hiccup due to hurricanes this year but there should be a dividend increase in 2018.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $26.520
Owned: Yes

2017-11-02

TOP PICK
Manulife Financial (MFC-T)

He sees more upside (10-15%).  Be careful because they report the third quarter a week today and there will be some onetime charges that he knows about, not everyone in the market does.  There may be $0.50 downside and that would be when to buy it.  (Analysts’ target: $28.00).

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $26.520
Owned: Yes

2017-10-30

WATCH
Manulife Financial (MFC-T)

A great long term compounder but short term it is outperforming in Asia-pacific.  That is caused by a desire for nationals to get money out of the country so he is suspicious of the growth going forward.  It is It is a long term opportunity but he is not bullish short term.  It is doing a great job in Canada and the US looks to be on track.

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Danesh Rohinton

Portfolio manager, Cambridge Global Asset Management

Price: $25.950
Owned: No

2017-10-27

COMMENT
Manulife Financial (MFC-T)

Had a pretty nice run some months ago. His concern is that there is too much emphasis on building their far east, particularly their China business. Financial institutions going into China are subject to a situation where their business could disappear overnight if the Chinese government decided to step in. He would rather go with Sun Life (SLF-T).

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David Cockfield

Managing Director, Northland Wealth Management

Price: $25.950
Owned: Unknown

2017-10-26

HOLD
Manulife Financial (MFC-T)

He can’t comment on the day to day performance and possible short selling.  They have a very significant presence in fast growing Asia.  He has nothing negative to say about them.  They suffered from complicated accounting.  If you think interest rates will go up over time then they will benefit.  You should not worry too much about day to day volatility.

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Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $26.000
Owned: No

2017-10-25

PAST TOP PICK
Manulife Financial (MFC-T)

(A Top Pick Oct 26/16. Up 37.61%.) Had seemed like a no-brainer in that their earnings had had been pretty solid along with the talk about interest rate hikes. This can be a core holding for most people. Dividend yield of 3.2%.

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Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $25.980
Owned: Yes

2017-10-23

TOP PICK
Manulife Financial (MFC-T)

Everything is going well with all their businesses. They will definitely be a beneficiary of rising rates on both sides of the border. The US business is doing really, really well. Their Asian business is doing really, really well. A great Canadian business that is a global company. Dividend yield of 3.2%. (Analysts’ price target is $28.)

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Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $25.960
Owned: Yes

2017-10-20

PAST TOP PICK
Manulife Financial (MFC-T)

(A Top Pick Oct 28/16. Up 39%.) Had a really good pop, but it isn’t going to repeat that. He still it likes it. It has Asia growth and is a beneficiary of higher rates, which is primarily why it has gone up. Earnings are growing. Expects they will raise the dividend a little in Jan or Feb. A new management team came in recently which impressed the street in their initial meeting.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $26.020
Owned: Yes

2017-10-18

PAST TOP PICK
Manulife Financial (MFC-T)

(A Top Pick Dec 7/16, Up 12%)  The macro environment benefited it.  They have a strong wealth management franchise which is growing market share.  They have a very strong and rapidly growing Asian business.  Their new CEO is a strong leader.

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Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment Council

Price: $25.860
Owned: Yes

2017-10-11

HOLD
Manulife Financial (MFC-T)

They are going to overcome the problems they had in the Power Financial crisis. A new CEO is coming in. She likes their positioning in Asia, a faster growth market. They seem to have worked through some of the legacy US problems they inherited with some of their acquisitions. She doesn’t see them exiting their John Hancock US position totally. Dividend yield of 3.2%.

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Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $25.910
Owned: Yes

2017-10-06

COMMENT
Manulife Financial (MFC-T)

He likes this and it is one of the few financials he owns. They have a better growth profile than a lot of domestic Canadian financials because of their international holdings. They’ve done a great restructuring in the past couple of years. On top of that, rising interest rates benefit the lifecos.

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John Zechner

Chairman, J. Zechner & Assoc

Price: $25.430
Owned: Yes

2017-10-05

PAST TOP PICK
Manulife Financial (MFC-T)

(A Top Pick Dec 1/16. Up 11.25%.) Still an excellent company and still statistically very cheap. It would have benefited from rising interest rates. As a global company, it is growing quite nicely. Dividend yield of 3.2%.

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Ross Healy

Chairman, Strategic Analysis Corp

Price: $25.430
Owned: Yes

2017-10-05

TOP PICK
Manulife Financial (MFC-T)

Given his market outlook, there are certain stocks that are safe to hold, and if they do get set back, they will bounce back quickly when the market comes back. Dividend yield of 3.2%. (Analysts’ price target is $28.)

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Ross Healy

Chairman, Strategic Analysis Corp

Price: $25.430
Owned: Yes

2017-10-02

BUY
Manulife Financial (MFC-T)

From now until the first week in January it is seasonally strong.  It has been trying to form an upward trend.  He believes we will break the current trading range to the upside.

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Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $25.330
Owned: Unknown

2017-09-29

COMMENT
Manulife Financial (MFC-T)

Seasonally, between Dec 10 and April 3 is the optimal time to buy this. During that time, you have accumulated an average return of about 3% above the benchmark rate. It has been positive in 13 of the past 17 periods. Technically, it is holding support at the longer-term moving average. In the last couple of days, financials have broken out. (See Top Picks.)

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Jon Vialoux

Research Analyst, Timingthemarket.ca & Equityclock.com

Price: $25.310
Owned: Unknown

2017-09-28

TOP PICK
Manulife Financial (MFC-T)

A play on wealth management and a play on slightly higher rates. Lifecos in Canada are pretty cheap. They are getting smoother performance in Q2, which gives the whole sector higher valuations. This is still one of the cheapest. In Q2 they were up a solid 42%. They are showing better operating consistency. Their Asian business was up 18%. There wealth management inflows where $5.6 billion. He models 8% EPS. Dividend yield of 3.2%. (Analysts’ price target is $28.)

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Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $25.220
Owned: Yes

2017-09-22

COMMENT
Manulife Financial (MFC-T)

Likes their Asian franchise, a really great group business. Feels the John Hancock business takes up a lot of capital, and doesn’t have a very high Return on Equity. They need to exit that. If they can do so, they can really concentrate on the other strong businesses they have.

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $24.710
Owned: Unknown

2017-09-21

BUY
Manulife Financial (MFC-T)

When you buy an insurance company you are buying a giant investment portfolio.  He is very constructive on the world’s economic condition.  He believes we have likely seen the generational lows in interest rates.  Over 15 to 20 years we will likely see interest rates rise.  MFC-T has done a good job of building a strong franchise in Asia.  He likes the sector.  They are under owned.  Their legal issue is in the price and is not likely to recur tomorrow. 

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David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $24.590
Owned: Yes

2017-09-20

HOLD
Manulife Financial (MFC-T)

The best in class in Canada. There are always 2 components with the insurance companies, insurance and investments. A rising rate environment should be beneficial over the longer-term. Product sales are good. They are branching out into Asia. It has been well-managed.

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Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $24.440
Owned: No

2017-09-19

COMMENT
Manulife Financial (MFC-T)

Stay with Manulife (MFC-T) or go with Toronto Dominion (TD-T)? Currently prefers banks to the lifecos. Of the 2 major Canadian lifecos, he prefers Sun Life (SLF-T), which has more consistent earnings growth ahead of them. Manulife has just changed CEOs, and thinks the street will wait to look at the execution and changes in strategy in the next while.

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Nick Majendie

Director & Senior Portfolio Manager, Scotia Wealth Management

Price: $24.280
Owned: Unknown

2017-09-13

COMMENT
Manulife Financial (MFC-T)

They had to spend so much money to get capital ratios on side, and now they have the ability to grow. They were thinking about spinning off John Hancock, but believes they have decided not to. There is too much in earnings coming from that. Asia is doing incredibly well for them. Their investment gains have really helped. You want to buy this when it is really cheap, because there is compression going on in fees. There are transparency issues with their products. Dividend is about 3.5%.

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Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Management

Price: $24.290
Owned: No

2017-09-11

DON'T BUY
Manulife Financial (MFC-T)

MFC-T vs. The Banks.  If you go back over the last 10 to 15 years you will find that the worst Canadian bank has done better than the best performing lifeco.  This has been the poorest performer of the lifecos.  The outlook appears to be for this to continue.  The low interest rates are hard on them and they don’t benefit when rates go back up because then the lifecos lose value on their bond portfolio.  It is a commoditized industry also.  John Hancock is one of their better performing units and they are looking at divesting it.  The banks are a better place to be.

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Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report

Price: $23.940
Owned: No

2017-09-07

COMMENT
Manulife Financial (MFC-T)

Canada is an amazing company to live in, and we are all grateful to be here, but Canada has very few great world-class businesses, outside of our financial service sector. Warren Buffett would say to own the best companies you can find, no matter where they are. He likes this company. They will benefit from rising interest rates. They are in perfectly sound financial shape. Have done an amazing job in Asia, and will possibly spin off some US operations in the future. If they do, they are going to get paid a very good price for it.

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Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $23.550
Owned: Yes

2017-09-01

COMMENT
Manulife Financial (MFC-T)

Made $1 billion a quarter for the last 5 quarters. Dividend is about 3.3%. Huge footprint in China. Rising interest rates. Stock price has gone straight down. Why is it not being rewarded for good earnings? You are asking the inexpressible. The value is there. Also, with the latest economic numbers out of Canada suggesting an interest rate hike, that will be very bullish for insurance companies generally. He likes the value in the stock.

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Ross Healy

Chairman, Strategic Analysis Corp

Price: $24.650
Owned: Unknown

2017-08-30

COMMENT
Manulife Financial (MFC-T)

Has had a nice move off the 2016 $18 level. Some of that is in tandem with the backup of interest rates. Beyond that though there are the company specific growth opportunities which are pretty good. What he likes most is their Asian division, which is growing by leaps and bounds. Also, their wealth management division is pretty strong. The one drawback is their US operations and they’ve been talking about monetizing that by spinning it off, which could be a potential catalyst for them.

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Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment Council

Price: $24.600
Owned: Yes

2017-08-29

COMMENT
Manulife Financial (MFC-T)

They’ve made a million-dollar profit in the last 5 quarters. Why is it going down? In the shorter term, life insurance businesses are very equity sensitive, and particularly interest rate sensitive. The expectation of rates going up in the future, is one reason you would want to own this. Sometimes there is noise in the results of the lifecos and are complex to interpret. There has been a lot of uncertainty regarding interest rates. A well-run company with a global franchise and significant exposure to Asia, so are well positioned over the long-term. If a long-term investor, this is a good one to hold.

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Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $24.560
Owned: No

2017-08-28

PAST TOP PICK
Manulife Financial (MFC-T)

(Top Pick Oct 28/16, Up 31.52%)  He still likes it.  It is beneficiary of higher rates as well as really good growth in Asia of about 35%.  It pulled back from above $25.  We will not repeat $31.  There may be a dividend increase in 2018.  It will be good enough to hold going forward (10% return).

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $24.600
Owned: Yes

2017-08-28

BUY
Manulife Financial (MFC-T)

He still likes it.  Asia continues to grow and rates will go somewhat higher.  The trend will continue and they will keep the multiple.  He predicts 10-12% returns.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $24.600
Owned: Unknown

2017-08-25

COMMENT
Manulife Financial (MFC-T)

It is in the top quarter in its ranking.  The latest earnings estimates have gone up a little, but sales have gone down.  They have excellent dividend coverage and yield and it may do well over 3-5 years.

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Robert McWhirter

President, Selective Asset Management

Price: $24.780
Owned: No

2017-08-25

WAIT
Manulife Financial (MFC-T)

We had an important technical breakout recently and confirms the trend is on the upside, then it came back to the previous trading range.  Typically stocks like this do well as you get close to the end of the year.  Hang tough for a while and wait to buy more until the middle of October.

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Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $24.780
Owned: Unknown

2017-08-23

BUY
Manulife Financial (MFC-T)

He likes the company because higher interest rates help them.  They have good growth potential in Asia.  He thinks it will take them a while to sell US assets.

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Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $24.560
Owned: Yes

2017-08-23

PAST TOP PICK
Manulife Financial (MFC-T)

(Top Pick June 9/16, Up 38.47%)  It has done well because the market and interest rates went up.  They are still growing well in Asia.  He is still happy with it.

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Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $24.560
Owned: Yes

2017-08-18

DON'T BUY
Manulife Financial (MFC-T)

He owns others instead.  It comes down to quality of management and an ill-timed acquisition of John Hancock.  It continues to underperform and they may now spin it out or sell it.  It continues not to be a good performer.  They have hedged away a lot of the benefit they will get from rising bond prices.

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Norman Levine

Managing Director, Portfolio Management Corp

Price: $24.500
Owned: No

2017-08-11

COMMENT
Manulife Financial (MFC-T)

Not his favourite company. It is difficult to project what their next quarterly earnings are going to be. His big concern is where their growth is coming from. He isn’t a positive investor in the far east. Prefers Sun Life (SLF-T) because it is mainly North American/Europe.

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David Cockfield

Managing Director, Northland Wealth Management

Price: $24.880
Owned: No

2017-08-10

BUY
Manulife Financial (MFC-T)

He prefers this to SLF-T.  He likes the franchise they are building in Asia, but that is a 10 year outlook.  It sold off on news after a good quarter.  There’s profit taking going on today.  There seems to be no near term catalyst on the disposition of the Hancock division.

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Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price: $24.430
Owned: Unknown

2017-08-04

COMMENT
Manulife Financial (MFC-T)

This has recently moved into a multi-year high. Technically, the trend is up, and the stock is outperforming the TSE Composite. Momentum indicators are also very positive. On a seasonal basis, this has reached a peak around late July. It is not unusual for stock after a nice run to reach a peak some time right around this time of year. You may want to take some money off the table. For a longer-term perspective, you could stick with the stock, with the idea of buying some more during its next period of seasonal strength, the middle to the end of October.

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Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $25.880
Owned: Unknown

2017-08-03

DON'T BUY
Manulife Financial (MFC-T)

It is struggling to go higher.  When interest rates go up it is even better for lifecos than the banks.  It is a perfect storm for these when rates go up and markets go up.  The financial industry is getting lower margins now, however.  They are not making a lot in John Hancock and are looking to sell it.  They want to push it in to Asia and make a go of it there.  It is into a bad time, but you have to pick the right one.  He prefers Great West Life (GWO-T).

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Paul Gardner, CFA

Partner and Portfolio Manager, Avenue Investment Management

Price: $25.700
Owned: No

2017-07-26

COMMENT
Manulife Financial (MFC-T)

His main concern about this is their focus in the Far East, particularly China. He doesn’t trust some of the foreign regimes to stay out of the business. If you are into those areas, you have added a political risk. This company has perked up recently. It’s not a bad company, but the exposure in the Far East has added an element of risk that he is not willing to accept.

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David Cockfield

Managing Director, Northland Wealth Management

Price: $25.380
Owned: Unknown

2017-07-21

PAST TOP PICK
Manulife Financial (MFC-T)

(A Top Pick Aug 24/16. Up 48.26%.) Good management. New CEO has a lot of Asian experience. There has been recent speculation that the company may sell off some of the less performing assets that they’ve had in the US.

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Michael Sprung

President, Sprung Investment Management

Price: $25.250
Owned: Yes

2017-07-20

DON'T BUY
Manulife Financial (MFC-T)

It was fairly unloved for some time and he took a position.  He bought it looking for a rising rate environment.  He started seeing technical indicators showing a resistance level about where it is now.  He decided to harvest the profits and move on to greater opportunities even though it seemed just to be forming a base.

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Mohsin Bashir

VP Investments, Stone Asset Management

Price: $25.310
Owned: No

2017-07-18

COMMENT
Manulife Financial (MFC-T)

Would prefer the Canadian banks. Lifecos are difficult to analyse. This has gotten so big that is time for them to prune some assets, so selling off their US assets may be a smart idea. He is not so sure this is going to benefit much from rising rates.

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Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $24.950
Owned: No

2017-07-17

PARTIAL SELL
Manulife Financial (MFC-T)

There are unconfirmed reports that it is going to spin off or sell the John Hancock unit in the US.  Seasonality is from mid-September until the end of the year.  It has gone sideways ever since.  It has recently been testing its all time high.  It is outperforming the market and trading above the 20 & 50 day moving overages.  This will probably go down with the market.  It is a good time to take money off the table if you are a trader.

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Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $25.100
Owned: Unknown

2017-07-13

COMMENT
Manulife Financial (MFC-T)

There was a report today that they are considering spinning off their John Hancock division in the US. He has a tough time with the insurance industry. Even though rates are going up, they are going up very slowly, which is the difficult part about this business. On a multiple basis they are relatively cheap. Their core insurance business is going to take a long time to get to the kind of rate of returns they are talking about. They have a great undervalued franchise in Asia, which is where there is going to be a lot of growth. Spends a lot of time and money in growing the asset management business, an area where you could see really good growth.

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $25.220
Owned: Unknown

2017-07-12

BUY
Manulife Financial (MFC-T)

He likes this. It has traded in a sort of sideways trade since the US election. Thinks investors have taken the view that this is sympathetic to the interest rates trade. It has been in a bit of a holding pattern since December until quite recently. With the bond market in a bit of a selloff mode and the recent rate hikes, their macro tailwind is in force once again. This is increasingly a play on Asia, and they are a dominant player in many of their markets there. Not expensive at 11.5X earnings and yielding 3.5%.

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Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment Council

Price: $24.740
Owned: Yes

2017-07-06

COMMENT
Manulife Financial (MFC-T)

A great global franchise, and has made some very good strides since the financial crisis. Part of the reason the stock has not gone up is because of a lot of noise, a lot of moving pieces in their earnings. Their core franchise, especially outside of North America, is very impressive. If interest rates were to go up a little, it would help them make a lot more money. He is bullish on this company.

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Jim Huang

President, T.I.P. Wealth Management

Price: $24.830
Owned: Yes

2017-07-05

BUY
Manulife Financial (MFC-T)

Sell and Buy back in the fall? If you are going to own something as large as this, he wouldn’t bother trying to trade around it. The direction of interest rates seems to be pointing up. This is worth Buying and Holding.

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Daniel Lloyd

Founder & Portfolio Manager, Sui Generis Investment Partners

Price: $24.540
Owned: Unknown

2017-07-04

BUY on WEAKNESS
Manulife Financial (MFC-T)

This goes up and down with the daily thought about rates. The company is doing a good job and has lots of growth in Asia. Expects there is 10%-12% in earnings growth, and the chance of a dividend increase in early 2018.

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Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $24.180
Owned: Yes

2017-06-28

PAST TOP PICK
Manulife Financial (MFC-T)

(A Top Pick June 3/16. Up 30.3%.) At that time, it had better growth than its peers and was trading at a discount. Also, insurers do well in a rising interest rate environment. Even though this is reasonably valued, it has lost its price momentum. He sold his holdings.

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Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $24.080
Owned: No

2017-06-27

PAST TOP PICK
Manulife Financial (MFC-T)

(A Top Pick July 25/16. Up 35.38%.) He is seeing more short-term opportunities in long-term stocks because of some sort of sideways event going on in the market.

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Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $23.710
Owned: Yes

2017-06-23

COMMENT
Manulife Financial (MFC-T)

They’ve been doing much better. His big objection is that they have so much focus in the far East. He would rather have more European/North American focus. Prefers Canada Life. Dividend yield of 3.5%.

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David Cockfield

Managing Director, Northland Wealth Management

Price: $23.610
Owned: Unknown

2017-06-22

BUY
Manulife Financial (MFC-T)

(Market Call Minute) It would be one he would add for financial exposure.  He is expecting a turn in financials for an insurance company.  He would go for RY-T for a bank.

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Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $23.580
Owned: Unknown

2017-06-16

BUY on WEAKNESS
Manulife Financial (MFC-T)

The 10 year US bond yields hit 2.6% and went back down to about 2.15%. Lower interest rates are not good for this company and they also have some energy exposure. What is good, is that it is trading at about 5% lower than its peers. Also, has a good growth rate of about 8% and has US$ tailwinds. If you can get this at $23, you should be good.

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Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $24.090
Owned: Unknown

2017-06-12

DON'T BUY
Manulife Financial (MFC-T)

He does like the insurance space.  It is going to be challenged.  Life expectancies are extending and the higher interest rate liabilities are extending.  He thinks rates stay low for the next decade or two.

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Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $24.110
Owned: Unknown

2017-06-07

COMMENT
Manulife Financial (MFC-T)

He respects their business and what they are doing in terms of being global, especially with their exposure in China. It also pays a dividend. All of that is positive. The issue he has is that it is a hard stock to make money on. They recently reported earnings having a strong quarter. With their dividend of about 3.3% and trading at 11 or 12 times, that yield and Price to earnings valuation is very much in line with where Canadian banks are right now, and he would rather own Canadian banks.

insurance
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $23.190
Owned: Unknown

2017-06-05

BUY
Manulife Financial (MFC-T)

The insurance company he would be a buyer of today. The nice thing is the global diversification. You are getting the US business, the asset manager and the underwriting life insurance business, but more importantly you are getting the Asian exposure, in particular China. If you just tuck this away, as rates creep higher globally and the insurance markets heal, it’s a company you need to own.

insurance
Jim McGovern

CEO, Arrow Capital Management

Price: $23.510
Owned: Unknown

2017-06-02

WAIT
Manulife Financial (MFC-T)

Technically it has been in a downward trend lately. Seasonality, it is very similar to the banks. We are in a period right now where the stock is probably going to continue to press the support levels. If it holds, that’s great. There is no real rush to be a buyer until you get into early October.

insurance
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $23.580
Owned: Unknown

2017-05-29

BUY
Manulife Financial (MFC-T)

Relative to Canadian banks, this will get more leverage to rising interest rates. With rates going to rise, this would be a good one to participate in. Not a bad place to be.

insurance
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $23.650
Owned: No

2017-05-26

COMMENT
Manulife Financial (MFC-T)

He likes the insurers, and feels they are undervalued at this stage. This is trading at about 10X forward earnings, and BV is just over 1.1 or 1.2. Also, pays a pretty decent dividend of 3.4%. The reason it has dropped off along with other insurers is that there has been a bit of a scale back on long-term interest rates, and insurers are really based on where interest rates are going on the 5 and 10 year rates. He likes their exposure in Japan and other parts of Asia.

insurance
Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $23.700
Owned: No

2017-05-25

COMMENT
Manulife Financial (MFC-T)

He likes this company. There was a run up last year on the anticipation of higher interest rates and inflation coming back. That didn’t happen, so the stock has calmed down. Earnings are being reported, and they are good and solid. ROE of about 11%-12%. He likes this longer-term, because it is capital market intensive as well as their growth in Asia.

insurance
Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $23.690
Owned: Yes

2017-05-16

COMMENT
Manulife Financial (MFC-T)

Canadian Banks versus lifecos? He is a bigger fan of the lifecos. Manulife (MFC-T) and Sun Life (SLF-T) are going to get a big boost from rising interest rates. It is already starting to happen. The yield curve is steepening. Lifecos have been suffering and living with low interest rates for a long time. Both companies are also quite global. They have big presences in the US and in Asia. He sees a better earnings growth over the next few years.

insurance
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $23.720
Owned: Unknown

2017-05-15

BUY
Manulife Financial (MFC-T)

They reported a good number as well as really good growth in Asia. This is down because of the macro environment since they reported. Both banks and lifecos are down. They will also be a beneficiary of higher rates. Expects it will be around $26.01 year out. It would be a Buy under $24.

insurance
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $23.790
Owned: Yes

2017-05-08

BUY
Manulife Financial (MFC-T)

GWO-T vs. MFC-T.  MFC-T has the advantage of being a very diversified company, globally.  They have done well from that diversification.  He tends to prefer it to GWO-T, although he might use its weakness to buy.

insurance
Ross Healy

Chairman, Strategic Analysis Corp

Price: $24.660
Owned: Unknown

2017-05-03

COMMENT
Manulife Financial (MFC-T)

Move into banks instead? He likes the banks more. This company’s story on paper is pretty good. They’ve gone from being insurance centric to wealth management, which has that reoccurring fees. They’ve done a lot of things well. Interest rates are eventually going to go up, and this company is going to benefit. However, if you are not making money for your shareholders, it is a waste of time. He would make that move.

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Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $24.130
Owned: Unknown

2017-05-03

COMMENT
Manulife Financial (MFC-T)

Bought this for his equity platform on its break-out in late 2016, and sold it in the early part of this year. He still holds it in his income platform because it has a pretty darn good dividend. Doesn’t think there is a lot of downside. If you are happy holding the stock and collecting the dividend, there is going to be a fair amount of support at around $22, and he wouldn’t worry about it.

insurance
Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $24.130
Owned: Yes

2017-05-01

WEAK BUY
Manulife Financial (MFC-T)

He likes the life insurance business in Canada, but this is his least preferred.  He prefers GWL-T or SLF-T.  He is looking for interest rates to eventually go up. 

insurance
Norman Levine

Managing Director, Portfolio Management Corp

Price: $24.100
Owned: Unknown

2017-04-27

COMMENT
Manulife Financial (MFC-T)

This seems to be the favoured insurance company right now. The business needs interest rates to pick up. They also need their Asian and US businesses to pick up. You may see flows Canadian banks into this insurance company.

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Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Management

Price: $23.830
Owned: No

2017-04-24

PAST TOP PICK
Manulife Financial (MFC-T)

(A Top Pick Feb 22/16. Up 42.7%.) He still likes this. Looking out longer-term, it is very much a favourite. China is going great guns and North America is getting better. He can see another $4-$5 a share in the next 12 months.

insurance
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $23.840
Owned: Yes

2017-04-21

PAST TOP PICK
Manulife Financial (MFC-T)

(A Top Pick May 4/16. Up 34%.) He chose this for its Asian growth, its US currency exposure and for wealth management tailwinds. It was really cheap at the time. He still models good EPS and good dividend growth from here.

insurance
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $23.140
Owned: Yes

2017-04-20

COMMENT
Manulife Financial (MFC-T)

All the financials had a big, big move, and this was probably one of the greatest recipients of this bump in Canada. In terms of an overall stock, their valuation is reasonable. It looks like they are putting some improvements in place with the John Hancock business, which has been a huge headache. ROE is still lower than its competitors. (See Top Picks.)

insurance
Lorne Zeiler

Portfolio Manager & Wealth Advisor, TriDelta Financial

Price: $23.240
Owned: Unknown

2017-04-13

COMMENT
Manulife Financial (MFC-T)

Insurance companies have been predicated upon interest rates going up in the next little while. They’ve made a lot of money on investment sales in the last couple of quarters, and he thinks that is going to be pulling back a little. One of the keys is their Asian business. They have a very strong and developing emerging markets/Asian business, which is what you want to own the stock for over the long-term.

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $22.690
Owned: No

2017-04-12

COMMENT
Manulife Financial (MFC-T)

She likes this. All insurance companies will benefit from a rising interest rate environment. In the last few weeks, most insurers and financials have been in a trading zone because there is a question of how fast rates are going to increase, both in the US and Canada. This has good exposure in the US, so will benefit from rising rates. She also likes their positioning in Asia. About 25% of revenues comes from Asia, and it is a faster growth market. Trading at a discount to Sun Life (SLF-T), but going forward that gap is closing because their ROE is growing at a faster pace. They’ve been increasing dividends, and she sees that continuing. Could see this in the high $20 area.

insurance
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $22.860
Owned: Yes

2017-04-11

PAST TOP PICK
Manulife Financial (MFC-T)

(A Top Pick Oct 26/16. Up 21%.) He sold out of this at around $24.67, and repurchased it again in the last few weeks. This was a play on rising interest rates. He could see this moving into the high $26-$27.

insurance
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $23.180
Owned: Yes

2017-03-31

HOLD
Manulife Financial (MFC-T)

He prefers SLF-T.  There should be a pretty good opportunity here to benefit from growth in Asia and in their wealth management businesses.  MFC-T lost money on their hedges.  Over time they should normalize.

insurance
Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $23.590
Owned: No

2017-03-24

BUY
Manulife Financial (MFC-T)

$30 by year end is not impossible.  It has everything going for it in terms of EPS growth.  It is still cheap relative to the group.  Some of Trump’s agenda will get through and this will be simulative of higher interest rates.

insurance
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $23.400
Owned: Unknown

2017-03-21

BUY
Manulife Financial (MFC-T)

He thinks the long-term theme is higher interest rates and better equity markets. Both these things are great for insurance companies. This looks really great. It got a little extended, so it could pull back a couple of more dollars. A great long-term hold.

insurance
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $23.040
Owned: Yes

2017-03-20

HOLD
Manulife Financial (MFC-T)

One of the bigger lifecos in North America, but also has some bigger strengths in Asia, one of the fastest growing areas globally. With interest rates going up in the US, all the lifecos should benefit, this one in particular. There was a lot of noise in the last quarter. Things come together causing short-term pain, but these should pass. Expects they will do quite well in the long-term.

insurance
Jim Huang

President, T.I.P. Wealth Management

Price: $24.010
Owned: Unknown

2017-03-15

COMMENT
Manulife Financial (MFC-T)

Bank of Montréal (BMO-T) or Manulife (MFC-T)? Doesn’t own either, and prefers some US banks, although many of them are no longer as attractive and he has had to reposition.

insurance
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $24.490
Owned: No

2017-03-09

COMMENT
Manulife Financial (MFC-T)

This has come up a bit, but is still trading at 10X earnings. He doesn’t own any lifecos. Life insurance is a very commoditized business. Where they are trying to grow is to get into wealth management.

insurance
Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report

Price: $24.240
Owned: No

2017-03-08

COMMENT
Manulife Financial (MFC-T)

Royal Bank (RY-T) or Manulife (MFC-T)? Royal definitely looks a little better. Manulife is just making a marginal new high. Insurance companies suffer from ultra low interest rates. Higher interest rates still have not materialized.

insurance
William Chin

Portfolio manager, Caldwell Investment Management

Price: $24.460
Owned: Unknown

2017-03-03

DON'T BUY
Manulife Financial (MFC-T)

Manulife (MFC-T) or Sun Life (SLF-T)? He has a long-term bias that favours Sun Life. This just got fined for a couple of misdemeanours. That has been his experience with this company, their unpredictability. This one has had a good run up and feels it is fully priced right now.

insurance
David Cockfield

Managing Director, Northland Wealth Management

Price: $24.450
Owned: Unknown

2017-03-01

COMMENT
Manulife Financial (MFC-T)

This is at an interesting crossroads. If interest rates go up, it could be very positive as they have to reinvest the proceeds now at very low interest rates. Insurance companies are very hard to analyse. Balance sheets are opaque. There are so many moving parts. He prefers Canadian banks to Canadian insurance companies.

insurance
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $24.340
Owned: No

2017-02-24

TOP PICK
Manulife Financial (MFC-T)

Life insurance companies are a classic way to play rising interest rates. This one is well-managed, and he particularly likes the fact that they have got the strong Asian market. He has a price target of $27 over the next year. Reasonable dividend yield of 3.41%. (Analysts’ price target is $27.67.)

insurance
Bill Shaw

Partner & Portfolio Manager, Exponent Investment Management

Price: $23.850
Owned: Yes

2017-02-23

BUY
Manulife Financial (MFC-T)

SLF-T vs. MFC-T.  SLF-T has done well, and then pulled back recently.  He would prefer MFC-T.  The life insurance companies would be a slight preference over the banks.

insurance
Brooke Thackray

President, Jov Investment Management

Price: $24.340
Owned: Unknown

2017-02-17

BUY
Manulife Financial (MFC-T)

MFC vs. SLF-T (Market Call Minute) MFC-T is her preferred because it is at a lower multiple.  They can improve their ROE and garner a higher multiple.

insurance
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $24.830
Owned: Unknown

2017-02-15

COMMENT
Manulife Financial (MFC-T)

A very well-run business, particularly after a number of years of underperformance relative to the banks. Lifecos are poised to outperform the Canadian banks as they have a lot of sensitivity to rising interest rates. If you believe we are in a period of reflation and rising interest rates, lifecos are a great way to play that. Also, this company has a great, global footprint.

insurance
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $25.030
Owned: No

2017-02-15

COMMENT
Manulife Financial (MFC-T)

Canada’s largest life insurer. He likes this for the geographic balance, operating in Canada, the US and a large and growing presence in Asia. They are quite profitable. He sees a clear path to improving returns on shareholders’ equity, which is very highly correlated with the valuation multiple that investors are willing to put on the stock. Their reinvestment prospects will get better and better as interest rates go up. There is still more room to run with this company.

insurance
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment Council

Price: $25.030
Owned: Yes

2017-02-14

BUY on WEAKNESS
Manulife Financial (MFC-T)

He was adding to his positions at the $17 level. Now the question is, how fast do interest rates rise, how far do the rise, and how much does it help them. On their most recent quarter, their core earnings beat estimates and were better than expected, but their headline earnings were $.01, because they lost a lot of money on hedging and interest rates. That is short term. He likes this for the long-term, but would be looking for a better entry point in the low $20s. 3.3% dividend yield.

insurance
Ryan Bushell

V. P. & Portfolio Manager, Leon Frazer and Associates

Price: $24.950
Owned: Yes

2017-02-13

PARTIAL SELL
Manulife Financial (MFC-T)

Lifecos? He owns Sun Life (SLF-T) and Manulife (MFC-T). The problem with life insurance companies, especially when interest rates are getting so low and negative, how do you fund long-term liability? That has been a conundrum. When there started to be a turn in interest rates, suddenly lifecos became more interesting investments, and he added to his holdings. Because of the big move, he has taken a bit of money out recently. He likes their growth, but valuations are at the higher end and expectations of higher interest rates are a little too bullish. He would recommend that you take some profits like he did.

insurance
John Zechner

Chairman, J. Zechner & Assoc

Price: $24.590
Owned: Yes

2017-02-13

PAST TOP PICK
Manulife Financial (MFC-T)

(A Top Pick Feb 16/16. Up 53.83%.) A year ago, people were looking at negative interest rates, which was a disaster scenario for the lifecos. He still likes the growth story here.

insurance
John Zechner

Chairman, J. Zechner & Assoc

Price: $24.590
Owned: Yes

2017-02-06

BUY
Manulife Financial (MFC-T)

Short term MFC-T with more increases in interest rates, deserves to be at $34.38, with his model price at $34.58. 

insurance
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $24.640
Owned: Yes

2017-02-03

COMMENT
Manulife Financial (MFC-T)

All insurance companies do better in a rising interest rate environment. They also do very much better if they are selling equity type products, which they all do. Any increase in North American equity markets is good for the companies. He feels this company has too much of their future growth tied up in Asia, and he doesn’t trust the Asian markets. (See Top Picks.)

insurance
David Cockfield

Managing Director, Northland Wealth Management

Price: $24.830
Owned: Unknown

2017-02-02

TOP PICK
Manulife Financial (MFC-T)

He still likes it.  Interest rates are going to go higher especially with infrastructure.  He likes that it got hurt in the financial meltdown.  There is room for dividend growth and upside from the trend of rising interest rates.  He wants it in addition to banks.  (Analysts’ target: $26.61).

insurance
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment Management

Price: $24.630
Owned: Yes

2017-02-01

COMMENT
Manulife Financial (MFC-T)

As interest rates have moved up, it has been helpful in lifting this stock. Rising interest rates will be a feature in the medium to longer term, but in the short term, REITs have gone about as far as they can go.

insurance
Brendan Caldwell

President, Caldwell Securities

Price: $24.980
Owned: No

2017-02-01

TOP PICK
Manulife Financial (MFC-T)

Ran into serious problems during the financial crisis and had to cut the dividend in half. They had to restructure, not only their balance sheet, but also their product line. They’ve made huge inroads expanding geographically. Although it has appreciated recently, it is a company that will appreciate very well in a rising interest rate environment. Has a very strong operations in the US. Their sales in Asia have been doing extremely well. Believes we are going to be seeing more dividend increases, probably in the near term. Dividend Yield of 2.96%. (Analysts’ price target is $26.61.)

insurance
Michael Sprung

President, Sprung Investment Management

Price: $24.980
Owned: Yes

2017-01-24

COMMENT
Manulife Financial (MFC-T)

He likes the look of this. Insurance companies have all had a big move post election, on the premise that we are going to see increased rates. They’ll be big benefactors of that. A dividend increase is a very likely possibility. It’ll be modest and not likely as large a magnitude as the past 3 years. Valuations are very reasonable. Dividend yield is 3%, which is certainly adequate to hold in this environment. This and Sun Life (SLF-T) have the biggest exposure to international markets, which is going to be a key to them.

insurance
Don Lato

President, Padlock Investment Management

Price: $25.010
Owned: No

2017-01-20

HOLD
Manulife Financial (MFC-T)

The chart shows this recently completed a base pattern, and then started moving higher. It is now testing its all-time high, so technically it looks very, very good. This looks like a winner.

insurance
Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $24.870
Owned: Unknown

2017-01-18

TOP PICK
Manulife Financial (MFC-T)

This is really growing well in Asia. He models a 12% EPS. Last quarter was a beat. 9% dividend growth. Still trading below its peers. Trading at 13.1X 2016, which isn’t bad relative to the TSX. Very strong balance sheet. They benefit from really good FX tailwinds to the Cdn$. They’ve taken some recent actuarial charges against their long-term care unit, which should make their quarters quieter going forward. This is an interest rate play, so as interest rates start to go higher, they should benefit. Dividend yield of 3.04%. (Analysts’ price target is $25.83.)

insurance
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $24.320
Owned: Yes

2017-01-16

COMMENT
Manulife Financial (MFC-T)

Manulife (MFC-T) or Sun Life (SLF-T)? As interest rates started going up, they have done well in the last little while. To him, Sun Life is a much more stable company. This company has a really great Asian franchise which can drive their business a lot more than Sun Life’s.

insurance
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $24.300
Owned: No

2017-01-12

PAST TOP PICK
Manulife Financial (MFC-T)

(Top Pick Feb 25/16, Up 42.24%) He does not expect this kind of run in this time frame, but he looks for undervalued opportunities.  MFC-T was unique in that they had a rough quarter and yet still increased their dividend.  Rising interest rates and a steeper yield curve really benefitted them.

insurance
Mohsin Bashir

VP Investments, Stone Asset Management

Price: $24.430
Owned: Yes

2017-01-11

TOP PICK
Manulife Financial (MFC-T)

The 35-year run in the bond market is drawing to a close. All insurers are very heavily exposed on their balance sheets and through their general funds to fixed income securities. Whether mortgages, publicly traded bonds, private loans, etc. They’ve managed to claw and scratch and make money in a very repressive interest rate environment for many years. With rates backing up, it should be a tremendous boon to profitability. Trading at 1.25X BV so it is not expensive. Dividend yield of 2.97%. (Analysts’ price target is $24.92.)

insurance
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment Council

Price: $24.880
Owned: Yes

2017-01-10

COMMENT
Manulife Financial (MFC-T)

This looks like it has decent earnings growth into 2017 off of 2016. It has had a big run with the Trump rally, but remember all these life insurance companies fare a lot better in a rate environment where rates aren’t at zero and the curve isn’t flat. It should continue to do better here. There is nothing wrong with this company.

insurance
Bruce Tatters

Founding Partner and CIO, Triumph Asset Management

Price: $24.550
Owned: No

2017-01-09

DON'T BUY
Manulife Financial (MFC-T)

It has a strong correlation to interest rates and equity market returns.  In the near term you could see headwinds from toppy equity markets.  It is not the sort of thing he would own.

insurance
Daniel Lloyd

Founder & Portfolio Manager, Sui Generis Investment Partners

Price: $24.250
Owned: No

2017-01-05

BUY
Manulife Financial (MFC-T)

$34.34 is the model price, a 41% increase from here.  It will go substantially higher if interest rates go higher and it is lagging SLF-T right now.

insurance
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $24.290
Owned: Unknown

2017-01-05

COMMENT
Manulife Financial (MFC-T)

In the short term, they are going to do well because of their wealth management business and rising interest rates. Longer-term, the money coming out of the life insurance side, the cash flow, is being reinvested into life insurance businesses in Asia, which is the only growth market in life insurance that there is. He will be buying this for new clients.

insurance
Douglas Kee

Chief Investment Officer, Leon Frazer & Associates

Price: $24.290
Owned: Yes

2017-01-03

SELL
Manulife Financial (MFC-T)

If you look south of the border, all of them looked the same since Trump came into the picture. This has had a big run. He would not be a buyer here. If the volume is going to stay as heavy as it has, then you could continue to hang in. He would consider taking money off the table.

insurance
Elliot Fishman

Director, US & International Equity Trading Portfolio Adviso

Price: $24.080
Owned: Unknown

2016-12-28

COMMENT
Manulife Financial (MFC-T)

This company really relies on interest rates and the direction of the stock market. With those 2 things going in its favour, it is looking pretty positive. In the short term, he took some profits on some of his financials, particularly in the US, and since the election. Some had run up 25%-30% in 3 or 4 weeks. Financials will either flat line from here or go down a little, but as we move through February, we should start to see an uptick. Seasonally in Canada, once they have done reporting in December, they tend to come off a little. This has held pretty well, so he expects any correction is going to be short and sweet. It is after that that he would be concerned.

insurance
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $24.160
Owned: Unknown

2016-12-23

BUY
Manulife Financial (MFC-T)

5-year hold?You are not going to have concerns about this company. They are growing their asset management business significantly. If you are a dividend investor, you want to be in some names that are interest sensitive, and the lifecos are interest sensitive names. Prefers Sun Life (SLF-T) whose footprint into India has been very successful, and they are now moving into China. However, both are great companies.

insurance
Lorne Zeiler

Portfolio Manager & Wealth Advisor, TriDelta Financial

Price: $24.430
Owned: No

2016-12-21

COMMENT
Manulife Financial (MFC-T)

The life companies get a tailwind out of rising interest rates, so they are beneficiaries. This could go on for some time. If Asia continues to come into them, they are big there. Thinks you could get a lift to the $30 mark.

insurance
Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $24.610
Owned: Yes

2016-12-21

PAST TOP PICK
Manulife Financial (MFC-T)

(A Top Pick Nov 13/15. Up 20.97%.) Has been a long time admirer. Particularly since the financial crisis, they have done so much to restructure the company and de-risk the balance sheet, changed the product mix so it is not quite as sensitive as it used to be. It should benefit from rising interest rates. They are very well positioned, not only in the US, but have expanded significantly in Asia. Sales in Asia have been doing extremely well. This could be just the beginning for them.

insurance
Michael Sprung

President, Sprung Investment Management

Price: $24.610
Owned: Yes

2016-12-19

PAST TOP PICK
Manulife Financial (MFC-T)

(Top Pick Jun 22/15, Up 8.56%) It has been a painful investment.  Their businesses in Asia are doing well.  He does not want to sell but it is a bit pricey to buy it right here.

insurance
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capital Management

Price: $24.460
Owned: Yes

2016-12-14

COMMENT
Manulife Financial (MFC-T)

Alongside the banks, the insurance companies have been forging ahead quite well. It would be an expectation that if you’ve got better markets, either in interest rate instruments or in stocks, then a company like this earns more money on its premiums. There is a certain safety here.

insurance
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $24.370
Owned: Unknown

2016-12-13

COMMENT
Manulife Financial (MFC-T)

Great West Life (GWO-T), Sun Life (SLF-T) or Manulife (MFC-T)? He has quite a bit of exposure to life insurance right now through Manulife and Sun Life, and they both look very attractive. Interest rates are likely going to work their way slowly higher over the next several years. He would also consider Prudential Financial (PRU-N), which looks very attractive. The rate structure in the US is probably more bullish for the insurance companies, than the rate structure in Canada.

insurance
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $24.390
Owned: Yes

2016-12-12

COMMENT
Manulife Financial (MFC-T)

Great West Life (GWO-T), Sun Life (SLF-T) or Manulife (MFC-T)? This depends on quality and size, but if you are thinking of just keeping it very safe, Manulife and Sun Life would be the 2 he would zoom in on. The biggest difference between the 2 is their global exposure. This one generates about 30% of its revenue in Asia, which he likes. Asia is becoming wealthier and older very quickly, and this one is well positioned to sell products and services. They’ve also done some key acquisitions which gave them a long list of instant clients. They’ve also transitioned from being an insurance heavy business to more on the wealth management side.

insurance
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $24.310
Owned: No

2016-12-09

COMMENT
Manulife Financial (MFC-T)

This has been so cheap for so long. It is still cheap and still has great growth, and is still going higher. Doesn’t see why this couldn’t be a $30 name in 12 months.

insurance
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $24.470
Owned: Unknown

2016-12-08

COMMENT
Manulife Financial (MFC-T)

This has enjoyed a huge rally post the US election, with interest rates showing a steepening yield curve. A good company that, given the right environment can perform well. It will probably take a breather given the run they’ve had. If we get stronger growth, more inflation and higher interest rates, there is a lot more to go. If not, it might be a little ahead of itself.

insurance
Jim Huang

President, T.I.P. Wealth Management

Price: $24.360
Owned: Unknown

2016-12-07

TOP PICK
Manulife Financial (MFC-T)

Canada’s largest life insurance company.  They are in Canada, the States and Asia.  Rates going higher is an advantage to them.  It trades at about 1.1 times book value.  The 10% return on equity is not priced properly into the stock.  (Analysts’ Target: $24.03)

insurance
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment Council

Price: $23.690
Owned: Yes

2016-12-05

HOLD
Manulife Financial (MFC-T)

(Market Call Minute.)

insurance
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $23.060
Owned: Unknown

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