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CI Financial Corp T.CIX

Alternate Symbol(s):  CIXXF

CI Financial Corp. is a diversified global asset and wealth management company operating primarily in Canada, the United States and Australia. The Company is engaged in the management and distribution of a range of financial products and services, including wealth management, insurance, and others. The Company operates through three segments: Asset Management, Canadian Wealth Management, and U.S. Wealth Management. The Asset Management segment includes CI Global Asset Management, which operates in Canada, and GSFM Pty Ltd., which operates in Australia. The Canadian Wealth Management segment includes the operations of CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth, Northwood Family Office, CI Direct Investing and CI Investment Services. The U.S. Wealth Management segment includes Corient Private Wealth LLC, an integrated wealth management company providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients across the United States.


TSX:CIX - Post by User

Post by zack50on Feb 28, 2023 8:26am
224 Views
Post# 35309055

Analyst Coverage...

Analyst Coverage...

RBC’s Geoffrey Kwan raised his CI Financial Corp. target to $18 from $16 with a “sector perform” rating. Other changes include: BMO’s Tom MacKinnon to $19 from $20 with an “outperform” rating, TD Securities’ Graham Ryding to $17 from $18 with a “hold” rating and Scotia Capital’s Phil Hardie to $20 from $20.50 with a “sector perform” rating. The average is $19.75.

“CI’s results came in generally in line with expectations with the highlight being the solid improvement in net flows that was announced ahead of the release of the quarter’s financials,” said Mr. Hardie.

Management noted that the bulk of the quarter’s inflows largely related to the short-duration fixed income and high-interest savings-related products and will focus on converting those to long-term assets as market conditions improve. The team believes the benefits of recent operational and structural changes to the asset management platform position it well for further market share gains.

“Trimming target to $20.00 but maintaining SP rating. We view CI as a top beta play that offers significant upside potential in a blue-sky scenario with some key catalysts on the horizon, but material downside risk remains in a deeper more protracted market sell-off scenario.”

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