Related posts

Nervous markets await Nvidia
Investor Insights

This summary was created by AI, based on 10 opinions in the last 12 months.

Power Corp (POW-T) has garnered a variety of opinions from experts, emphasizing its strong dividend yield between 4.5% and nearly 6%, making it an attractive option for income-focused investors. Analysts highlight its diversified financial services, including significant stakes in companies like GWO and Wealthsimple, which position it well for future growth despite potential market fluctuations. Concerns arise regarding its technical performance, with some experts suggesting that the stock has struggled to break certain price thresholds. Nevertheless, overall sentiment suggests a long-term holding strategy, particularly given its robust payout ratio and discounted valuation relative to book value. The company is seen as a viable investment choice during uncertain economic climates, appealing to those seeking stability and decent capital appreciation.

Consensus
Positive
Valuation
Fair Value
BUY

Good way to get exposure to GWO lifeco. Essentially an asset manager that has positions in public and private companies. Trades at 25% discount to NAV, and GWO is about 70% of its NAV. Defensive way to play the space. Yielding slightly higher than GWO.

COMMENT
Preferred shares -- when rates go down.

With rates going down, you could consider a fixed-rate preferred. He's been buying POW.PR.D, yielding about 6.1%. Beauty of it is that it doesn't reset, it's perpetual. So if the BOC moves rates lower, these preferred shares won't reset to a lower level. Gets more valuable as the BOC lowers interest rates.

TOP PICK

The theme for today is "What wins Stanley Cups is defense." Very defensive name. Rare combination of dividend that grows every year by ~7%, value, resilience. Trades at discount of 23% to NAV; he expects this to narrow to 10-15% as the company scales more into alternative assets. 

Tepid sentiment on GWO has provided an opportunity to buy; now has upwards earnings momentum. Trades at 9x PE, growing at 14.6%. May be able to get it slightly cheaper. Yield is 4.80%. 

(Analysts’ price target is $52.72)
HOLD

In his dividend portfolio. NAV is around $64, so it's trading at a discount as usual. He likes that they continue to increase dividend. In current environment, asset management is more volatile but life insurance is less. Yield is ~5%.

BUY

Great as a diversified financial. Great dividend payer and grower. Technically hanging in really well. Great long-term hold. Trading now at the 50-day MA. Yield is 5.1%.

WEAK BUY

He's been buying. Great valuation, holding-company discount, decent growth rate of 6-8%. Nice dividend with a good payout ratio. Technically over its skis, but likes the name long term. Better entry at $44-45.

Only problem is that when bull markets start to give way to bear markets, people look for areas immune from tariffs. If the economy rights itself, and you see $$ going into names like tech again, this type of name will fall off. If we go into a real downturn, money will leave the market and this name will go lower along with everything else.

TOP PICK

Terrific FMV. Stock's at a point where it has to break out technically, but it's a story unfolding on the back of more engaged management. Big discount to book value, lots of upside. Could probably survive a Trump walloping. Nice dividend of 4.5%.

(Analysts’ price target is $53.50)
TOP PICK

He's a real chicken, and looking for stocks that won't hurt too much if tariffs go the wrong way. Life insurance is fairly insulated. Won out as his pick compared to MFC. Cheap at 8.6x 2025, growing 6-7%. Market thinks growth will be 12% next year. A win-by-not-losing choice. Yield is 5.5%.

Owns Mackenzie Investors Group, GWO. Investments in names like Wealthsimple and asset management. Alternative lending business. Many different ways to surface value.

(Analysts’ price target is $49.94)
COMMENT

Both companies have done quite well and both are cheap with secure dividends. It has been a good year for the sector but they may not get the same returns going forward.

BUY

Holding company; not strictly speaking a lifeco, though a lot of its NAV is tied up in GWO. Major investor in Wealthsimple. Multiple lines of business make it less volatile than an insurance company. Meanders along. Yield is north of 5%, growing at single digits.

Own and sleep well at night. No qualms. Capital appreciation plus dividend should throw off high single-digit or low-double returns.

BUY ON WEAKNESS

He hasn't looked at this recently. This struggles at $42-44. Upside is limited. Be patient and buy on pullbacks.

TOP PICK

Nice fat dividend yield of almost 6%, which grows 7-8%. Solid story. He worked with the CEO years ago. IGM is doing better in the US, and GWO has always been one of the better companies. PE should rise from 8x to 10-12x when interest rates come off. Yield is 5.86%.

Trades at about a 25-30% discount to NAV. Low-risk play with upside potential.

(Analysts’ price target is $43.15)
HOLD
Has trouble breaking above $40.

He owns it for the dividend. As a holding company, trades at discount to NAV. For better rates of return and capital gains, you may want to own the companies beneath its umbrella; for example, own GWO. Similar issue with BN.

COMMENT
Bonds -- sell mid-term bond ETF and buy long-term bond ETF for more capital gain?

The longer the bond term, the longer the duration, and the more exposure to interest rates moving up and down. A longer-term bond will likely outperform in a falling rate environment. Not averse to this plan, but better opportunities even at 3.5-4% mid-term bonds. 

You can also get 6-7% on some equities, but it does depend on your time horizon and when you might need the money. If your timeline is 3+ years, a company like ENB or POW would be a better place.

BUY

Very strong business with defensive properties and diversified assets. Dividend very safe. Management continues to buyback shares. Expecting dividend to rise. Company starting to get support from institutional investors. Expecting NAV discount to narrow. Good time to invest. 

Showing 1 to 15 of 487 entries

Power Corp(POW-T) Rating

Ranking : 4 out of 5

Star iconStar iconStar iconStar iconStar empty icon

Bullish - Buy Signals / Votes : 5

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 7

Stockchase rating for Power Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Power Corp(POW-T) Frequently Asked Questions

What is Power Corp stock symbol?

Power Corp is a Canadian stock, trading under the symbol POW-T on the Toronto Stock Exchange (POW-CT). It is usually referred to as TSX:POW or POW-T

Is Power Corp a buy or a sell?

In the last year, 7 stock analysts published opinions about POW-T. 5 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Power Corp.

Is Power Corp a good investment or a top pick?

Power Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for Power Corp.

Why is Power Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Power Corp worth watching?

7 stock analysts on Stockchase covered Power Corp In the last year. It is a trending stock that is worth watching.

What is Power Corp stock price?

On 2025-05-02, Power Corp (POW-T) stock closed at a price of $51.35.