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
2009-09-04 COMMENT Must be logged in to use chart AGU-T Agrium Fertilizers. Well diversified. Shareholder friendly and increases their dividend. Very disciplined approach. Very strong return on capital. 0.23% dividend.
Price:
$53.890
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 DON'T BUY Must be logged in to use chart AIG-N American International Group Very speculative. Have a huge insurance company that needs to break itself up. Has only kept going because of lifelines from the US government. The government has the right to convert its holdings into shares, which could reduce individual shareholders holdings.
Price:
$40.050
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2009-09-04 DON'T BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A) Have a number of different assets in different fields. Recapitalized Brookfield Renewable Power Fund (BRC.UN-T) (formerly Great Lakes Hydro Fund) and have an opportunity to continue to build as part of their asset book. Very smart management. Trading around their NAV. Too expensive.
Price:
$23.280
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 COMMENT Must be logged in to use chart BB-T BlackBerry Significant challenges in that as it moves more into consumer focused it becomes more susceptible competition from new products coming out and could be more volatile. Generate very good returns on capital. Strong free cash flow. Would be more excited if they paid a dividend.
Price:
$84.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 PAST TOP PICK Must be logged in to use chart DEO-N Diageo PLC (A Top Pick Oct 14/08. Up 2.82%.) Largest liquor company globally. Very disciplined approach to return on capital. Paying down debt and increasing dividends.
Price:
$63.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-09-04 BUY Must be logged in to use chart FTS-T Fortis Inc. Regulated utility. In the last few years have done a great job of diversifying but into regulated businesses that they know very well. Stable, strong free cash flow. Good management.
Price:
$25.190
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 DON'T BUY Must be logged in to use chart LB-T Laurentian Bank Regional bank based largely in Quebec. Has done a great job over the past few years of improving its returns on capital. Being a smaller regional bank, they are more susceptible to very focused economic situations. For a Quebec play he would prefer National Bank (NA-T).
Price:
$38.320
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 DON'T BUY Must be logged in to use chart MBT-T (Dead) Manitoba Telecom Services Telco in Manitoba. Good job but growth is limited. Bought the old AT&T and are trying to compete against BCE (BCE-T) and Telus (T-T) in downtown Toronto. Tax losses allow them to pay a generous dividend of 8%. Comfortable that they can sustain the dividend but questions if they can grow it. Prefers Telus (T-T), Rogers (RCI.B-T) or even BCE (BCE-T).
Price:
$32.870
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2009-09-04 COMMENT Must be logged in to use chart MRK-N Merck & Company Pharmaceutical. More disciplined approach so they've been generating very strong free cash flow. A couple of their strong drugs will be coming off patent in a couple of years. In the process of merging with Schering-Plough (SGP-N). If you were going to pick a name, he would prefer Abbott (ABT-N). 5% dividend yield.
Price:
$30.700
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 BUY Must be logged in to use chart MX-T Methanex Corp Generates strong return on capital, shareholder friendly and focused on their particular niche. This makes it an attractive business from a bottom up point of view but methanol production is a cyclical product. You want to pick your timing very carefully. If you have a longer-term outlook such as 3 years, it could be attractive. Dividend of 3.46%.
Price:
$20.470
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 DON'T BUY Must be logged in to use chart PFE-N Pfizer Inc Largest drug company globally. Very strong number of products but along with most of the big pharmaceutical companies there are a large number of drugs that come off patent. About 25% of their earnings comes from one drug, Lipitor and when it comes off patent it will have a big effect on their earnings. There are better places to be.
Price:
$16.390
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 COMMENT Must be logged in to use chart POT-T Potash Corp of Saskatchewan Fertilizers. Good returns on capital and have strong balance sheets but are not dividend friendly. A seasonal play. Possibly November/December would be a better time to play.
Price:
$97.180
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 BUY Must be logged in to use chart PPL-T Pembina Pipeline Corp Generates strong return on capital, pay out strong dividends and have growth. 10.3% yield should be safe.
Price:
$15.140
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-09-04 TOP PICK Must be logged in to use chart PWF-T Power Financial Corp Great history on dividends. Double digits, about 50% annual return on dividend growth. Allows you to participate in the recovery of the financial sector through the assets they own. Very well run.
Price:
$29.280
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-09-04 TOP PICK Must be logged in to use chart RY-T Royal Bank This and Toronto Dominion (TD-T) (See Past Top Picks) are the 2 best managed Canadian banks. At this time, this one is the better pick because of the diversification of its assets and the strong management.
Price:
$56.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-09-04 TOP PICK Must be logged in to use chart SPGI-N S&P Global Inc Very good long-term business. Double-digit return on capital. Consistent 10% a year dividend growth. Attractive level. Owns Business Week, a number of TV channels and publishes schoolbooks. Also owns S&P 500.
Price:
$29.100
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-09-04 BUY Must be logged in to use chart SU-T Suncor Energy Inc An attractive play right now as you get a rebound in oil prices. PetroCan that they acquired is an attractive asset. They'll be able to take a lot of costs out of this.
Price:
$34.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 PAST TOP PICK Must be logged in to use chart TD-T Toronto Dominion (A Top Pick Oct 14/08. Up 18.27%.) This and Royal Bank (RY-T) are the 2 most consistent performers in Canadian banks. (See Top Picks.) Increased its dividend in the later part of last year. US assets have done very well.
Price:
$67.200
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-09-04 PAST TOP PICK Must be logged in to use chart TEVA-N Teva Pharmaceutical (A Top Pick Oct 14/08. Up 23.38%.) World's largest generic drug company. Also have some branded drugs that are doing very well.
Price:
$51.160
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-09-04 BUY Must be logged in to use chart TRI-T Thomson Reuters Corp Very strong balance sheet. Strong returns on capital over time. Steady increase of dividends. In a competitive sector but with the merger with Reuters last year it has ended up in a duopoly in information to the desktop.
Price:
$34.260
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 HOLD Must be logged in to use chart Y-T Yellow Media Inc A business in transition and is in a difficult situation. Moving from Yellow Page books to online services. Declining advertising revenue has happened much quicker than they can ramp up online advertising. A lot of the bad news is built into the price. Have a proven balance sheet and a strong free cash flow. 16.6% yield.
Price:
$4.850
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-04-17 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert We are closer to the bottom of the cliff in the economy. The numbers are showing that the economy WILL turn around. We can expect an economic recover AT SOME POINT. The March lows were based on the prediction that the economy would fall off a cliff and the recover is a change in the prediction that it will recover and there wont be a depression. The November low could the low we will test. We will trade sideways for the next 3-6 months.
Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-04-17 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert Canadian Dollar : Probably pretty close to fair value. Comfortable at current value. Don’t see near term rebound in oil.
Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-04-17 HOLD Must be logged in to use chart AGF.B-T AGF Management (B) (Market Call Minute) Questionable security behind some loans. Stock has run up on the expected sale of the company. Doesn’t think it is going to happen.
Price:
$10.630
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-04-17 BUY Must be logged in to use chart AGU-T Agrium No doubt they will benefit going forward. Likes their business. People are shorting AGU against CF. Could see a significant rebound if economy rebounds.
Price:
$48.960
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
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 DON'T BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B) Aerospace business will remain grounded for some time. Lot of value to trains, etc. Doesn’t see a turn-around in Aerospace business any time soon. ‘C’ series is starting to get orders. Don’t have to wait until 2013 when they deliver first ‘C’ series for stock to take off. Travel business is not strong. Risk is losing backlog.
Price:
$3.640
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-04-17 PAST TOP PICK Must be logged in to use chart BCE-T BCE Inc. (Top Pick Apr 08/08 Down 24%) Failure of takeover was perhaps the best thing that could have happened to it. 6 months or so of the private equity guys pouring through the balance sheets, looking to reduce costs was all a good thing. Valuation-wise he is a little cautious but long time you have a company that can grow dividends.
Price:
$26.070
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2009-04-17 BUY Must be logged in to use chart BMO-T Bank of Montreal (Market Call Minute) Not first choice of banks – see Top Picks.
Price:
$40.410
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 TOP PICK Must be logged in to use chart DEO-N Diageo PLC Bought brands from Seagram’s. We drink in good times and in bad. Strong discipline on cost reductions and share money with shareholders and increased dividends. Some of their brands are the cheaper ones if you move down to cheaper brands.
Price:
$47.260
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2009-04-17 BUY Must be logged in to use chart ENB-T Enbridge His choice over BA.UN-T. Long term record of steady returns, debt to equity position is kept under control. Management has shown discipline through various cycles.
Price:
$37.310
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
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
2009-04-17 BUY Must be logged in to use chart HSD-T HBP S&P 500 Bear+ ETF Going down because market is going up and this is how they play. Could test 50 day moving average in the short term so there is upside potential within next month or two.
Price:
$27.960
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
2009-04-17 BUY on WEAKNESS Must be logged in to use chart MFC-T Manulife Financial Was oversold when it was in the $10 range. Full of pessimism. Rebound takes it back into line. Thinks it will trade sideways and you could pick it up on weakness. Don’t wait for it to hit $10. Could go back to $15-$17. Favourite play in the insurance space, but Sunlife might be a better play short term.
Price:
$20.810
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2009-04-17 BUY Must be logged in to use chart PWF-T Power Financial Corp Excellence in quality of management. Increase dividend and share increase in earnings with shareholders. You get share in holdings in Europe. Biggest shareholder in Total in France.
Price:
$23.410
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
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
2009-04-17 TOP PICK Must be logged in to use chart RY-T Royal Bank Strongest bank based on valuation. Low as it has been relative to peers in 5-10 years. Dividend is safe. Write down on good will is signal that they are a strong company. Best fixed income debts out of any of the Canadian banks.
Price:
$43.150
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2009-04-17 PAST TOP PICK Must be logged in to use chart SRU.UN-T Smart REIT (Top Pick Apr 08/08 Down 44%) Buy it for the quality of the company, the fact that you are the Walmart landlord in Canada. Not much downside. Would buy for company and not for dividend.
Price:
$10.150
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2009-04-17 BUY Must be logged in to use chart SU-T Suncor Energy Inc Likes the company fundamentally and long term. Acquisition will really add some value long term. Short term will be a sideways move until Petrocan deal closes in 3-6 months.
Price:
$31.300
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-04-17 TOP PICK Must be logged in to use chart SYY-N Sysco Corp Serve food to fast food and other restaurants. Disciplined on costs. Margins are consistent +/- 6%, generate high returns on capital. Increase dividend consistently.
Price:
$22.920
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2009-04-17 PAST TOP PICK Must be logged in to use chart TD-T Toronto Dominion (Top Pick Apr 08/08 Down 19%) will continue raising dividends, still good pick.
Price:
$49.690
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2009-04-17 BUY Must be logged in to use chart TM-N Toyota Validations are done differently in Japan. Good company.
Price:
$77.140
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-04-17 BUY Must be logged in to use chart TRP-T TransCanada Corp (Market Call Minute) Beneficiary of Mackenzie pipeline if it ever gets built (Believes it will). Beneficiary of economic recovery and good dividend.
Price:
$30.150
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-04-17 DON'T BUY Must be logged in to use chart TTM-N Tata Motors Ltd. This car makes smart car look like a mid-sized car and people are not confident in driving it on North American Highways. Prefers Toyota.
Price:
$7.220
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-02-04 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert Bank Preferreds: Rank higher than common shares in the hierarchy of paying out in case of an issue. New ones being issued now are called perpetual and the price does not change because of the high interest rates. Over the longer term, he would prefer common shares, which gives you potential for a rising dividend.
Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2009-02-04 DON'T BUY Must be logged in to use chart AIG-N American International Group Difficult one. US government has provided a lot of money to it. Any benefits they get from selling off bits and pieces of the business will likely go back to the government. Also think they will lose some of the best parts of the business.
Price:
$1.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2009-02-04 BUY Must be logged in to use chart ARF-T (Dead) Armtec Infrastructure Produce culvert pipes and things for bridges and roads. Very good way to play the infrastructure story. 12.25% yield should be safe. Good management.
Price:
$17.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2009-02-04 DON'T BUY Must be logged in to use chart BAC-N Bank of America Will be a challenging time for them for the next 6 months. One need a better understanding of the valuations and understand how US will be putting a floor under the financial sector.
Price:
$4.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2009-02-04 BUY Must be logged in to use chart BB-T BlackBerry (Market Call Minute.) Short term probably a Buy but as they move into consumer businesses, the nature of the business is changing.
Price:
$69.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2009-02-04 PAST TOP PICK Must be logged in to use chart BCE-T BCE Inc. (A Top Pick Feb 6/08. Down 26.7%.) Had believed the deal was going to go through. Going forward, it's a stronger company. If you are looking for a long-term dividend growth company valuations are not bad on this. Hold.
Price:
$24.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Yes
2009-02-04 COMMENT Must be logged in to use chart BNS-T Bank of Nova Scotia Two-year outlook is probably good for any of the Canadian banks. The challenge and risk with this bank is their Latin American exposure. (See Top Picks.)
Price:
$29.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2009-02-04 BUY Must be logged in to use chart CRH-N CRH PLC Manufactures cement, concrete products, aggregates. Will benefit from governments spending. Better balance sheet and evaluation than Cemex (CX-N).
Price:
$23.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2009-02-04 DON'T BUY Must be logged in to use chart CX-N Cemex SA Will be a long-term beneficiary of spending being done by governments. Challenge in the near term is their highly levered balance sheets. Would prefer CRH (CRH-N), which has a better balance sheet and good valuation.
Price:
$8.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2009-02-04 HOLD Must be logged in to use chart GE-N General Electric Good proxy for the US economy. Expects recovery will not happen until the 2nd half of this year. Will probably trade sideways with potential of negative headlines because of their financial arm and the impact on their dividend and their AAA rating.
Price:
$11.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2009-02-04 COMMENT Must be logged in to use chart IFC-T Intact Financial Largest property/casualty insurer in Canada. ING globally had some balance sheet challenges. Selling ING Canada was a way for them to raise $1.5 billion. Very well run operation. Because of the economy, there may be questions if they can get the same rates.
Price:
$28.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2009-02-04 BUY Must be logged in to use chart LB-T Laurentian Bank (Market Call Minute.) Would prefer the bigger cap Canadian banks given their better diversification. They have done a very good job in improving their results.
Price:
$28.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2009-02-04 COMMENT Must be logged in to use chart MMM-N 3M Co. Very strong management team. Disciplined approach to reinventing their business regularly. Grown its dividends steadily.
Price:
$50.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
2009-02-04 HOLD Must be logged in to use chart MRU-T Metro Inc (A) Really likes this one. Has surprised over the years. Very shareholder friendly. Very disciplined management. Trading in line with the industry average at about 13X PE.
Price:
$38.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Unknown
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