Viewing Expert Andy Nasr | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Andy Nasr , VP & Investment Strategist

Sentry Investments


Date Signal Chart Symbol Company Opinion Price
2017-03-31 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Softness in the commodity prices are responsible for the TSX not performing as well as the S&P.  We are seeing a fundamental improvement in corporate profitability in the US.  Increasing diesel consumption is a sure sign of an improvement in the economy.  You have strength in all kinds of commodity prices.  It looks like we will have synchronized global growth which we have not had in a long time.  Pulling the healthcare bill last week sent a signal that perhaps Mr. Trump can’t get everything done that he wants.  You have to distinguish between a recession and a correction.  He sees no sign of a recession.  Housing could be an iceberg here in Canada.  He does not think there will be a credit or housing event in the next 24 months, however.  Housing has propped up the economy.


Price:
$0.020
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
_N/A
2017-03-31 HOLD Must be logged in to use chart AAR.UN-T Pure Industrial Real Estatetrust Trust

He is a large shareholder.  He is continuing to hold it but is concerned about supply.  REITs have staggered debt maturities. 


Price:
$6.090
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Yes
2017-03-31 TOP PICK Must be logged in to use chart ACQ-T AutoCanada Inc.

It is an alternative to an energy name.  The business is very stable.  They can grow pretty quickly.  (Analysts’ target: $26.50).


Price:
$22.440
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Yes
2017-03-31 BUY Must be logged in to use chart APR.UN-T Automotive Properties Real Estate Investment Trust

He feels pretty comfortable adding to this name.  A certain number of automotive properties are counter cyclical.  The dealerships tend to be profitable unless you get into a recession.  He thinks auto sales will remain fairly stable.


Price:
$11.020
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Yes
2017-03-31 BUY Must be logged in to use chart BIP.UN-T Brookfield Infrastucture Partners

WSP-T vs. BIP.UN-T.  He would buy BIP.UN-T today.  They have a track of record making good acquisitions.   The underlying business of WSP-T is not going to generate business that is as stable.  You will have mid-single digit dividend growth with BIP.UN-T.


Price:
$51.440
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-31 SELL Must be logged in to use chart BOX.UN-T Brookfield Office Properties Ltd

BPY-T said they wanted to buy the remainder of the company at around the current price.  It is pretty much a done deal.  He does not think you get much more out of it. 


Price:
$31.250
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
No
2017-03-31 PAST TOP PICK Must be logged in to use chart CCL.B-T CCL Industries (B)

(Top Pick Mar 30/16, Up 20%) They had just announced te checkpoint acquisition.  RFID tags would now be put in products by CCL.B-T.  They integrated the acquisition and got synergies.  It is a relatively defensive name that is relatively stable. 


Price:
$290.140
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Yes
2017-03-31 BUY Must be logged in to use chart CRT.UN-T CT Real Estate Invest Trust

It is a very stable REIT.  You have a very good tenant and the yield is a great alternative to a nominal bond.  It is a good bond proxy.  It won’t have a whole lot of volatility.  4.7% yield, sustainable.


Price:
$15.040
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
No
2017-03-31 DON'T BUY Must be logged in to use chart CUF.UN-T Cominar Real Estate Inv Tr

The dividend is safe.  The management team has historically done a very good job of development.  There is now relatively highly indebtedness.  Low occupancy and high debt and stagnancy in growth have impacted their valuation.


Price:
$14.400
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-31 DON'T BUY Must be logged in to use chart DB-N Deutsche Bank AG

With rates in negative territory it has been a challenging environment for any European financial institution.  Capital Delinquency is a bit challenging.


Price:
$17.160
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
No
2017-03-31 COMMENT Must be logged in to use chart DIR.UN-T Dream Industrial REIT

Retail is doing worse than some of the other subsectors.  He thinks industrial is a great way to hedge.  He owns REI.UN-T.  Most of their properties are anchored by grocery stories and so on.  It is not an enclosed mall.  The worry is if tenants will remain in malls.  As Ecommerce increases there will be more demand for warehouse space.


Price:
$8.220
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
No
2017-03-31 PAST TOP PICK Must be logged in to use chart FTS-T Fortis Inc.

(Top Pick Mar 30/16, Up 14%) Some of the utilities have not done all that well compared to the broader market, but they serve a purpose in an investor’s portfolio.  He looks at it as a name that is stable with an attractive yield and does what it is supposed to do.  They increased their exposure in the US, as did others in the space.


Price:
$44.070
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Yes
2017-03-31 COMMENT Must be logged in to use chart GRT.UN-T Granite REIT

Return of capital reduces your cost base.  There is potentially an opportunity for them to utilize an under levered balance sheet.  They have a lot of exposure to MG-T as a tenant.  There was some turnover in management. 


Price:
$46.520
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-31 DON'T BUY Must be logged in to use chart HBC-T Hudson Bay Co.

There is some enthusiasm about spinning out a real estate arm.  He does not like the idea of such a REIT in which there are questions about the viability of the tenant.  He does not think HBC-T can make the transition to an ecommerce player. 


Price:
$10.810
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-31 BUY Must be logged in to use chart HCN-N Health Care REIT

A healthcare REIT.  They tend to be very defensive.  It gets bogged down a bit when you get concerns with the affordable healthcare act.  He would not shy away from it.


Price:
$70.820
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 829 entries
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