Viewing Expert Andrew Guy, CFA | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Andrew Guy, CFA , Portfolio Manager

Sentry Select Capital Corp.

Address
The Exchange Tower
130 King Street West, Suite 2850
Toronto, ON
M5X 1A4

Contact Info
Telephone: 416-861-8729
Toll Free: 416-861-8729
Fax: 416-364-1197
Email:
Website: http://www.sentryselect.com/


Date Signal Chart Symbol Company Opinion Price
2009-01-06 WATCH Must be logged in to use chart DOW-N Merged Dow Chemical Pullout by Kuwait on the expected takeover of Rohm & Haas Co. Some clarity is needed as to whether they pay the full $78 financing, selling some assets there will be some volatility in the short-term. Longer-term an excellent company. 10.6% dividend.
Price:
$16.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN BANKS
Owned:
Unknown
2009-04-17 WAIT Must be logged in to use chart BB-T BlackBerry One of the best Canadian companies, creating a global market place for the use of smart phones. Concern is that what they have done is now to compete with Nokia an Apple on the consumer side of business and make it hard to make same returns. Fashion business does not work so well for Rim. Once you change to iPhone it is hard to switch back to RIM, but strength of business is how it ties back into business. When businesses start to hire again it will be strong for RIM.
Price:
$83.350
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-04-17 WAIT Must be logged in to use chart CAT-N Caterpillar (Market Call Minute) Excellent company and could come back in the long term. Will benefit as we come out of current economic cycle.
Price:
$32.290
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-04-17 WAIT Must be logged in to use chart KHC-Q Kraft Heinz Company Doesn’t see any risk on dividend being ‘sliced’. Signs they may turn the company around. Interesting in picking them up. Thinks they will be in a position to meet the lower expectations for the May 9’th announcements. Might want to wait until after that announcement but after the announcement you may buy at a higher price.
Price:
$22.670
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-02-04 WAIT Must be logged in to use chart MS-N Morgan Stanley As a banker and being in the financial investment side and tied to economic recovery, you can wait until May or June before looking at this one.
Price:
$22.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2008-04-07 WAIT Must be logged in to use chart MSFT-Q Microsoft A very cash generative business. Nice dividend yield of almost 2%. Not expensive at 15X next year's earnings. Attempting to acquire Yahoo (YAHOO-Q) and hedge funds are getting involved, creating some volatility, so there is no rush to get into this stock yet.
Price:
$29.160
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2008-07-22 WAIT Must be logged in to use chart RBO.UN-T Resolve Business Outsourcing Income Fund Growth primarily comes from outsourcing financial administration. Credit card applications, student loans for banks and various federal government applications. Hit a couple of bumps and results have not been there. Last quarter was decent, but wait for another quarter to see that they can deliver. 12.8% yield is not at risk.
Price:
$7.790
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2009-04-17 WAIT Must be logged in to use chart RCI.B-T Rogers Communcations (B) This sector has done relatively well during the downturn and you don’t expect these companies to do well on the rebound and they had a CEO succession. Telus numbers impacted RCI. Bell numbers would show that Good Telus numbers were self-inflicted.
Price:
$27.700
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2007-12-27 WAIT Must be logged in to use chart TLM-T (Dead) Talisman Energy With the new management, he is waiting for them to talk about their outlook. Have some very good assets, especially their Asian ones.
Price:
$18.240
Subject:
NORTH AMERICAN & INCOME TRUSTS
Bias:
BULLISH on GOLD
Owned:
Unknown
2009-04-17 VAGUE Must be logged in to use chart HGU-T HBP Global Gold Bull+ ETF Gold is an important part of any portfolio and is a good protector of value. There is enough gold bugs out there that will drive up the price of gold whenever there are inflation talks out there. This is a day-to-day speculative play. There is probably some more downside on the price.
Price:
$8.830
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2007-06-27 TOP PICK Must be logged in to use chart BA-T (Dead) Bell Aliant Bell Aliant Group is a fun pick. BCE owns a big part of Bell Aliant and can'tsee anything but good when the takeove is complete. Believes the evaluation over time is good.
Price:
$31.440
Subject:
INCOME TRUSTS (BUSINESS)
Bias:
OPTIMISTIC
Owned:
Yes
2007-12-27 TOP PICK Must be logged in to use chart BCE-T BCE Inc. Very high probability that the deal wit the Ontario Teachers Pension gets done in February. Risk/reward for getting the $42.75 by the end of April is very good and gives a 9% to 10% return.
Price:
$39.370
Subject:
NORTH AMERICAN & INCOME TRUSTS
Bias:
BULLISH on GOLD
Owned:
Yes
2008-02-06 TOP PICK Must be logged in to use chart BCE-T BCE Inc. Latest earnings report suggests that the deal is going to go through. Gives about a 20% annualized return to the $42.75 target. There is also a dividend in the near term.
Price:
$34.900
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Yes
2008-04-07 TOP PICK Must be logged in to use chart BCE-T BCE Inc. 80% chance that the Teachers Pension deal will go ahead. At the current price, with the takeover at $42.75, this gives you a 17.5 % return over the next 2 months. Annualized that is well over 100% return.
Price:
$36.150
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-01-06 TOP PICK Must be logged in to use chart BCE-T BCE Inc. (A Top Pick Dec 27/07. Down 36%.) New strategy cut a ton of costs and a lot of management layers. Earnings numbers will offset some of the slowdown in wire line business. Looking for stronger earnings growth than the market is expecting.
Price:
$24.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN BANKS
Owned:
Yes
Showing 1 to 15 of 296 entries
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