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
2008-10-14 TOP PICK Must be logged in to use chart DEO-N Diageo PLC Worlds biggest alcoholic drink company. Strong positing. Lots free cash flow, grows dividends steadily (6-7%/year), very stable business. Stock a bit weak because of concerns about switch people may make to lower brands. Growing demand in China, Africa, and Asia. Excellent balance sheet, no debt.
Price:
$62.400
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
No
2008-11-19 TOP PICK Must be logged in to use chart TEVA-N Teva Pharmaceutical World's leading generic drug manufacturer. Buying Barr Laboratories, which will broaden its product range and increase its strength. Generic drugs are a solution to a lot of the problems that are facing the global health industry.
Price:
$41.800
Subject:
NORTH AMERICAN & INCOME TRUSTS
Bias:
CAUTIOUS
Owned:
No
2009-02-04 TOP PICK Must be logged in to use chart SYY-N Sysco Corp World's largest food service company. Very diverse client base with about 150,000 clients including Wendy's. Disciplined management. Very stable gross margins. Use cash flow to buy back shares and grow dividends.
Price:
$23.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
Owned:
Yes
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
2009-02-04 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 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 COMMENT Must be logged in to use chart UN-N Unilever NV Well positioned on a global basis. Focused their product line on growth. Very long history of paying their dividends so presume it is safe. Payout ratio is less than 50%.
Price:
$21.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US INDUSTRIALS
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
2008-02-06 BUY Must be logged in to use chart WCN-T Waste Connections Waste management. A sector that is very steady through all cycles. Trading in line or slight discount to some of the US competition and there are some concerns on consolidation but they have done a great job of making acquisitions in the US. Very good management team that is able to grow its business and distributions over time.
Price:
$24.200
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
UNKNOWN
Owned:
Unknown
2007-05-25 HOLD Must be logged in to use chart NAL-T Newalta Corp Waste management, mainly in western Canada in the oil sands sector. A troublesome market in the 1st quarter. 118% payout ratio. Will likely recover when drilling picks up.
Price:
$25.450
Subject:
INCOME TRUSTS (BUSINESS)
Bias:
OPTIMISTIC
Owned:
Yes
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
2008-04-07 BUY Must be logged in to use chart REI.UN-T RioCan Real Estate Investment Very well managed company. Probably one of the 2 or 3 core REIT’s you can own. Did a new issue today, which should help them as they have some big commitments and this should help them finance them.
Price:
$21.690
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2007-04-09 BUY Must be logged in to use chart Z.UN-T Sleep Country Canada Very strong marketing business. Very focused on what they do. Great customer service. Acquired a company in Arizona, which may take a while but should do well.
Price:
$23.350
Subject:
INCOME TRUSTS (BUSINESS)
Bias:
OPTIMISTIC
Owned:
No
2007-05-25 COMMENT Must be logged in to use chart CIX.UN-T CI Financial Income Fund Very strong management. Generates lots of very steady continuous free cash flow. Valuation is high and tends to fluctuate with the swings in the market. If there is a large correction, this would be a good way to play it.
Price:
$30.000
Subject:
INCOME TRUSTS (BUSINESS)
Bias:
OPTIMISTIC
Owned:
Unknown
2007-05-25 TOP PICK Must be logged in to use chart WCN-T Waste Connections Very strong management team. Made acquisitions. A consolidator in the waste management business. Have moved into the US, which has doubled their size. Pays down their debt.
Price:
$29.160
Subject:
INCOME TRUSTS (BUSINESS)
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 296 entries
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