Uccmal Posted November 28, 2011 Share Posted November 28, 2011 Maybe so Cardboard. I dont think lifecos are going out of business. However, I think they have further to fall before I become interested again. I need a black box premium for these companies. They are far harder to get a grasp on than any bank due to the extremely long tail liabilities. Link to comment Share on other sites More sharing options...
Viking Posted December 8, 2011 Author Share Posted December 8, 2011 Nice summary of Canadian Banks: http://seekingalpha.com/article/312544-sound-canadian-banks-offer-opportunity They all have reported Q4 results in the past week. RY looks to be the short term winner. In the weeks before reporting RY stock had sold off aggressively due to concerns about Euro exposure and capital markets. After reporting RY stock has moved up about 15%. The short term losers appear to BNS (concerns over capital levels) and BMO (weak results). Bottom line hard to argue Canadian banks are expensive at current prices. Link to comment Share on other sites More sharing options...
sswan11 Posted June 27, 2013 Share Posted June 27, 2013 Warning: This Daily Show clip forwarded in a Whitney Tilson email! :) http://www.thedailyshow.com/watch/mon-june-24-2013/money-boo-boo---the-canadian-banking-system Link to comment Share on other sites More sharing options...
SharperDingaan Posted June 27, 2013 Share Posted June 27, 2013 Keep in mind that as soon as the Sun Life dividend is cut, the common will fall like a brick ;) Link to comment Share on other sites More sharing options...
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