Canadian Life Companies Split Corp T.LFE

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[mouserman]

And today the unit nav will be  $17.16 or so, showiing a gain of only 8 pennies since Nov 28

[Jonathon Brown]

Inflation concerns, lofty valuations, and growing uncertainty around returns from have prompted investors to reassess their AI exposure. read article.

[mouserman]

So that values the commons on ex divvy day @ $7.07.. last trade @ $6.68 makes quite a discount.. of nearly 40 cents.

[mouserman]

No, i had not changed the cash position when i updated the spreadsheet to OCT 31 numbers. 14% is correct . AT least until next week when they give us the full update.

[mouserman]

Spreadsheet now showing a gain of 25 cents since NOV 14.. and the commons now worth $7.06 after dist. 

[Stoiklaugh]

Hello Mouserman, I see OCT 31 update at 14% cash... should I look elsewhere for a more recent info?

[mouserman]

So big drop in IAG today, and not sure on the % weighting it had in LFE.. but last we saw SLF was the biggest weighting. Also , the fact that LFE was @ 17% cash, and that may have changed as the

[mouserman]

Spreadsheet is showing a gain of 39 cents since the update to Nov 14... and after dist. LFE commons would be $7.21.. well ahead of DFN  and only trailing DF by a 20 cents. Last sale @ $6.80

[mouserman]

That is of course before dist. to commons and preferreds. Commons have a value of $7.15 today. Trading at a significant discount, with more value than DFN.. which trades at a premium.

[mouserman]

LFE now has gained 24 cents since NOV 15 , and that values the commons @ $7.06 After dist are piad. Last sale @  $6.72 leaves it discounted about 34 cents , or about  4.8%.

[mouserman]

Nice move up in LFE, and seems the lifecos are bucking the trend of selling in the rest of the financials before Friday. Will get an update out oin Monday, but first glance is showing gains since

[PressRelease]

TORONTO, Nov. 19, 2025 (GLOBE NEWSWIRE) -- Canadian Life Companies Split Corp. (the "Company") declares its monthly distribution of $0.10000 for each Class A share ($1.20 annualized) and $0.05833 for each Preferred share ($0.700 annualized). Distributions are payable December 10, 2025 to...read article.

[mouserman]

Showing a loss of 2 pennies, after what was a good run up early in NOV. However todays hammering of SLF took the wind outof the sails, and the only lifecos getting some buying are GWO and Aflac (US)

[mouserman]

SO about 2 pennies higher than my estimate. Which is very close considering the big cash position they were sitting on, and maybe used a bit. Also dont have updated  weightings

[mouserman]

SHowing a gain of about 13 cents since  OCT 31 .  Commons would be valued at $6.84 AFTER dist.  very compelling buy with all 4 BIG CAD lifecos  and  the 2 banks in the fund up

[mouserman]

Nice gain from IAG in that last 2 week segment, and pushed the NAV up, more than making up for SLF losses.  Last sale @ $6.43 leaves the commons discounted 28 cents. or about 4.1 %.