Viewing Expert Andrew Guy, CFA | StockChase
stockchase picture

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
2007-12-27 DON'T BUY Must be logged in to use chart POT-T Potash Corp of Saskatchewan Seasonally this is a great time to Buy this one. Farmers are optimistic at this time of year and the company benefits from that. Trading at 23X earnings while historically was 10X or 12X, so it’s extremely expensive and you have to assume China will continue to grow as rapidly for a very significant period. Too expensive.
Price:
$142.990
Subject:
NORTH AMERICAN & INCOME TRUSTS
Bias:
BULLISH on GOLD
Owned:
Unknown
2008-04-07 DON'T BUY Must be logged in to use chart BB-T BlackBerry Has a lot of trouble with this company. He respects the company very much but feels it is a lousy stock. The company will continue to grow, but when you look at the multiple of 35X earnings it is expensive. Compared to other global technology companies, with a broader portfolio product mix and growing in a similar range he'd rather own others.
Price:
$119.980
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2007-11-02 SELL Must be logged in to use chart BB-T BlackBerry A very good company. A Canadian leader in the technology business. On the other hand, the stock is very highly valued at 58X forward earnings.
Price:
$118.450
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
No
2008-07-22 COMMENT Must be logged in to use chart BB-T BlackBerry Did a tremendous job reinventing the communications business. Getting a valuation that is attractive but the risk now is they are becoming more of a consumer company, which then gets into consumer fashion issues.
Price:
$114.220
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2007-11-02 BUY Must be logged in to use chart BA-N Boeing Attractive at this point. Stock was hit because of delays. You will benefit from the weaker US$. About 50% of their earnings come from outside of the US.
Price:
$97.760
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
Unknown
2008-07-22 COMMENT Must be logged in to use chart AGU-T Agrium Recently acquired UAP and the very strong market position they are starting to develop helps them to weather some of the volatility and commodity prices. Very well managed and very stable. If you own, might not be a bad idea to take some profits.
Price:
$97.600
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY 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 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
2009-04-17 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 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
2008-07-22 BUY Must be logged in to use chart V-N Visa Inc. American Express (AXP-N) had a disappointing 2nd quarter, due to problems of people paying their bills and resulted in a higher loan-loss. Visa is a processor and not responsible for losses due to unpaid bills. However, slowing down of consumer purchases will affect the number of transactions. At this level, it is relatively attractive.
Price:
$74.050
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2007-11-02 TOP PICK Must be logged in to use chart TD-T Toronto Dominion Could have picked any one of the Canadian banks. Doesn't expect there is a contagion that will flow back from the US. Percentage of its earnings from the retail business is the highest of any of the banks. Excellent management. Attractive valuation.
Price:
$69.210
Subject:
NORTH AMERICAN - LARGE & INCOME TRUSTS
Bias:
OPTIMISTIC
Owned:
Yes
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
2008-04-07 COMMENT Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce This one depends on your time horizon. This bank had the biggest exposure to the most risky part of the business. However, looking at the valuation levels, it is the cheapest bank out there. Expects the better quality banks will move sooner but you won't get the same total return.
Price:
$68.900
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2007-12-27 TOP PICK Must be logged in to use chart TD-T Toronto Dominion Avoided a lot of the banking problems. Good retail bankers. Very disciplined management.
Price:
$68.720
Subject:
NORTH AMERICAN & INCOME TRUSTS
Bias:
BULLISH on GOLD
Owned:
Yes
Showing 1 to 15 of 296 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.