Stock Opinions by Andrew McCreath - Stockchase Experts
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Andrew McCreath @

On Stockchase since : Jun 2002

Senior Portfolio Manager at Sentry Select Capital

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Andrew McCreath Latest Top Picks...

Stock Opinions by Andrew McCreath - Stockchase Experts

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COMMENT
General Market Comment 

June 21, 2011

Market. Volatile market and it's all about Europe. Whether it's geopolitical risk in the middle east, the sovereign debt traces in Europe or the US economy. Expect it will be a turbulent several months.
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Market. Volatile market and it's all about Europe. Whether it's geopolitical risk in the middle east, the sovereign debt traces in Europe or the US economy. Expect it will be a turbulent several months.
Unknown
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$0.020
Owned Owned
Unknown

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COMMENT
Being fined more than $150 million for allegedly misleading investors in connection with a collateralized debt obligation. Expect there will be other banks that will see similar fines. Meaningless in the grand scheme of things.
Financial Services
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Being fined more than $150 million for allegedly misleading investors in connection with a collateralized debt obligation. Expect there will be other banks that will see similar fines. Meaningless in the grand scheme of things.
Financial Services
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$40.910
Owned Owned
Unknown

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COMMENT
Magna Int'l. (A)(MG-T) 

June 21, 2011

Very well positioned. Have a great balance sheet. Decent yield. There are some challenges that we have to see to get some clear sailing in the stock. European margins where disappointing last quarter and are they going to pick up? Understands that Mr. Stronach is now out of the stock. Feels this would be a better buy than the auto companies.
Automotive
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Very well positioned. Have a great balance sheet. Decent yield. There are some challenges that we have to see to get some clear sailing in the stock. European margins where disappointing last quarter and are they going to pick up? Understands that Mr. Stronach is now out of the stock. Feels this would be a better buy than the auto companies.
Automotive
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$48.230
Owned Owned
Unknown

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TOP PICK
CVR Energy(CVI-N) 

June 21, 2011

Owned 2 businesses. Nitrogen fertilizer and a refinery. Spun off the nitrogen fertilizer in April, which will declare a dividend of $1.92 a share. An 8% yield on the spin-off would be worth about $24 a share. CVR has a $1.3 billion position in the spin-off. CVR market cap is $2 billion and subtracting $1.3 billion gets you $0.7 billion for the refinery business. Current crack spreads generate $600 million in EBITDA this year with the replacement value of $2.8 billion.
oil/gas
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Owned 2 businesses. Nitrogen fertilizer and a refinery. Spun off the nitrogen fertilizer in April, which will declare a dividend of $1.92 a share. An 8% yield on the spin-off would be worth about $24 a share. CVR has a $1.3 billion position in the spin-off. CVR market cap is $2 billion and subtracting $1.3 billion gets you $0.7 billion for the refinery business. Current crack spreads generate $600 million in EBITDA this year with the replacement value of $2.8 billion.
oil/gas
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$23.300
Owned Owned
Yes

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TOP PICK
CenturyLink Inc(CTL-N) 

June 21, 2011

An old line telephone company that came out of the ashes of US West. They had just closed the acquisition of Quest. They should be able to reap merger synergies of several hundred million dollars. Trades at about a 16X free cash flow yield and offers a dividend of 7.25%.
Utilities
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An old line telephone company that came out of the ashes of US West. They had just closed the acquisition of Quest. They should be able to reap merger synergies of several hundred million dollars. Trades at about a 16X free cash flow yield and offers a dividend of 7.25%.
Utilities
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$40.060
Owned Owned
Yes

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TOP PICK
(A Top Pick Oct 15/10. Down 65.03%.) Extracting protein out of canola. Moving in the right direction, but they slipped on the time element and they got pounded. Believes the market potential is large.
Other Agricultural Products
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(A Top Pick Oct 15/10. Down 65.03%.) Extracting protein out of canola. Moving in the right direction, but they slipped on the time element and they got pounded. Believes the market potential is large.
Other Agricultural Products
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$1.000
Owned Owned
Yes

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PAST TOP PICK
Apple(AAPL-Q) 

June 21, 2011

(A Top Pick Oct 15/20. Up 0.18%.) Not expensive. Appears the product cycle is to extend it with new products.
electrical/electronic
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(A Top Pick Oct 15/20. Up 0.18%.) Not expensive. Appears the product cycle is to extend it with new products.
electrical/electronic
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$325.300
Owned Owned
Yes

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PAST TOP PICK
CASH(CASH) 

June 21, 2011

(A Top Pick Oct 15/20.) Still likes. Trading at 10X earnings.
N/A
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(A Top Pick Oct 15/20.) Still likes. Trading at 10X earnings.
N/A
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$0.010
Owned Owned
Unknown

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DON'T BUY
General Electric(GE-N) 

June 21, 2011

If you want to buy it for a trade today, that is one thing but he would not be an owner of shares right now. Some of their businesses are doing really well but there are a bunch that are not particularly doing very well.
electrical/electronic
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If you want to buy it for a trade today, that is one thing but he would not be an owner of shares right now. Some of their businesses are doing really well but there are a bunch that are not particularly doing very well.
electrical/electronic
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$18.810
Owned Owned
No

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BUY
Quarterhill Inc(QTRH-T) 

June 21, 2011

Expect to see some catalysts in the back half of the year, especially on the patent side of chips going into televisions. Have about $1.70 in cash. Bulletproof balance sheet. Expect they will earn $.70-$.75 this year.
electrical/electronic
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Expect to see some catalysts in the back half of the year, especially on the patent side of chips going into televisions. Have about $1.70 in cash. Bulletproof balance sheet. Expect they will earn $.70-$.75 this year.
electrical/electronic
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$7.030
Owned Owned
Yes

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DON'T BUY
Have a project in Alaska called Pebble. This is a massive, massive copper deposit. Very controversial because of environmental issues and stock price indicates they are not going to get it approved.
precious metals
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Have a project in Alaska called Pebble. This is a massive, massive copper deposit. Very controversial because of environmental issues and stock price indicates they are not going to get it approved.
precious metals
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$8.980
Owned Owned
No

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DON'T BUY
BlackBerry(BB-T) 

June 21, 2011

Given what we have seen Nokia go through, it is far from clear that this company may not be a value trap. Would prefer Apple (AAPL-Q).
electrical/electronic
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Given what we have seen Nokia go through, it is far from clear that this company may not be a value trap. Would prefer Apple (AAPL-Q).
electrical/electronic
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$25.410
Owned Owned
No

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BUY
Toronto Dominion(TD-T) 

June 21, 2011

Company is in great shape. Really likes what they are doing in the US and will probably be a third of their business a couple of years down the road. Good Canadian franchise. This is definitely a long-term buy and hold for a portfolio.
banks
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Company is in great shape. Really likes what they are doing in the US and will probably be a third of their business a couple of years down the road. Good Canadian franchise. This is definitely a long-term buy and hold for a portfolio.
banks
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$78.920
Owned Owned
Yes

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DON'T BUY
Alcoa(AA-N) 

June 21, 2011

Not a big fan of this one. There is a growing surplus of aluminum. Aluminum prices have gone up but this is more speculation than a sustainable increase in the lumen and prices.
non-base metal mining
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Not a big fan of this one. There is a growing surplus of aluminum. Aluminum prices have gone up but this is more speculation than a sustainable increase in the lumen and prices.
non-base metal mining
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Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$15.370
Owned Owned
No

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BUY
Rio Tinto(RIO-N) 

June 21, 2011

Solid blue-chip company. He would prefer BHP Billiton (BHP-N) because of the mix of products. This company is a major player in aluminum and iron ore where BHP has oil and copper, which he would prefer.
other mines
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Solid blue-chip company. He would prefer BHP Billiton (BHP-N) because of the mix of products. This company is a major player in aluminum and iron ore where BHP has oil and copper, which he would prefer.
other mines
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0 comments
Andrew McCreath

Senior Por, Sentry Select Capita...

Price Price
$66.370
Owned Owned
Unknown

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