Opinions by Andrew McCreath | StockChase
470
Andrew McCreath

Senior Portfolio Manager

ON STOCKCHASE SINCE Jun 2002

Sentry Select Capital

470
Andrew McCreath

Senior Portfolio Manager

ON STOCKCHASE SINCE Jun 2002

Sentry Select Capital


Opinions by Andrew McCreath


Signal Opinion Expert Chart
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
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
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$78.920
Owned Owned
Yes

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COMMENT
General Market Comment 

April 28, 2011

Gold. Pricing is in a new paradigm. No longer the simple buying of gold when there is going to be inflation or the US$ is dropping. Universe of buyers has broadened enough that it has muddied the waters. Expect it will continue to be in decent shape for the foreseeable future, possibly another 18 months, but ultimately when interest rates start to rise, gold will peak and then start to pull back.
Gold. Pricing is in a new paradigm. No longer the simple buying of gold when there is going to be inflation or the US$ is dropping. Universe of buyers has broadened enough that it has muddied the waters. Expect it will continue to be in decent shape for the foreseeable future, possibly another 18 months, but ultimately when interest rates start to rise, gold will peak and then start to pull back.
Unknown
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$0.020
Owned Owned
Unknown

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COMMENT
General Market Comment 

April 28, 2011

Dividends. Will continue to be important. Large cap dividend paying stocks is definitely the place to be 1) because they have the dividends and 2) those tend to be the companies with offshore revenue growth.
Dividends. Will continue to be important. Large cap dividend paying stocks is definitely the place to be 1) because they have the dividends and 2) those tend to be the companies with offshore revenue growth.
Unknown
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$0.020
Owned Owned
Unknown

Must be logged in to use chart
COMMENT
General Market Comment 

April 28, 2011

Market. Expects it to continue to move up in the first half of the year but believes it will have some challenges in the second half and will pull back. Cash is important to have so over the next few months increase your cash position.
Market. Expects it to continue to move up in the first half of the year but believes it will have some challenges in the second half and will pull back. Cash is important to have so over the next few months increase your cash position.
Unknown
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$0.020
Owned Owned
Unknown

Must be logged in to use chart
TOP PICK
Barrick Gold(ABX-T) 

April 28, 2011

Bought this when it un-hedged its gold book. Market didn’t like their copper acquisition but copper will only be about 22% of their revenues. Stock has been pounded in the last week and is now a timely purchase.
precious metals
Bought this when it un-hedged its gold book. Market didn’t like their copper acquisition but copper will only be about 22% of their revenues. Stock has been pounded in the last week and is now a timely purchase.
precious metals
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$48.220
Owned Owned
Yes

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PAST TOP PICK
CASH(CASH) 

April 28, 2011

(A Top Pick May 26/10.)
N/A
(A Top Pick May 26/10.)
N/A
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$0.010
Owned Owned
Yes

Must be logged in to use chart
DON'T BUY
Now a really big company and to get there, they issued a lot of paper, which is partly the problem with the stock. Have also had some problems on the drilling side. Great company and has a nice yield. Would suggest you look at Parallel Energy Trust (PLT.UN-T) instead, which has a nice yield of 8.4%. Also look at names that Crescent Point is likely to purchase in the future.
oil/gas
Now a really big company and to get there, they issued a lot of paper, which is partly the problem with the stock. Have also had some problems on the drilling side. Great company and has a nice yield. Would suggest you look at Parallel Energy Trust (PLT.UN-T) instead, which has a nice yield of 8.4%. Also look at names that Crescent Point is likely to purchase in the future.
oil/gas
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$43.100
Owned Owned
No

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SELL
General Electric(GE-N) 

April 28, 2011

Recent quarter appeared to be very good but when you peeled back the onion, it wasn’t as good. GE Capital was were they made the big gains. A lot of their industrial numbers were disappointing. If you own, Sell and Buy it back in a few months as it is not going anywhere.
electrical/electronic
Recent quarter appeared to be very good but when you peeled back the onion, it wasn’t as good. GE Capital was were they made the big gains. A lot of their industrial numbers were disappointing. If you own, Sell and Buy it back in a few months as it is not going anywhere.
electrical/electronic
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$20.600
Owned Owned
No

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PAST TOP PICK
(A Top Pick May 26/10. Down 32.81%.) Sold at $4.50 so was flat on this trade.
precious metals
(A Top Pick May 26/10. Down 32.81%.) Sold at $4.50 so was flat on this trade.
precious metals
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$3.040
Owned Owned
No

Must be logged in to use chart
TOP PICK
Was a low liquids western Canadian gas play but have now got into the tank storage business called Poseidon and it’s on fire. There will be an update on Poseidon in the next week or two. Expecting EBITDA of $12 million in Q2 this year and probably 60-65 million next year. Target of $6.50-$7.00.
oil/gas
Was a low liquids western Canadian gas play but have now got into the tank storage business called Poseidon and it’s on fire. There will be an update on Poseidon in the next week or two. Expecting EBITDA of $12 million in Q2 this year and probably 60-65 million next year. Target of $6.50-$7.00.
oil/gas
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$4.970
Owned Owned
Yes

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TOP PICK
Aura Gold Inc.(ORA-T) 

April 28, 2011

Gold and copper in South America with a little in Central America. (Spinout from Yamana (YRI-T)). Had some challenges operationally but only trading at about 40% of its NAV. Clean balance sheet. Expects there will be some corporate activity around this company and believes it’s a target. Target of $4-$4.50 in the next several months.
precious metals
Gold and copper in South America with a little in Central America. (Spinout from Yamana (YRI-T)). Had some challenges operationally but only trading at about 40% of its NAV. Clean balance sheet. Expects there will be some corporate activity around this company and believes it’s a target. Target of $4-$4.50 in the next several months.
precious metals
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$3.040
Owned Owned
Yes

Must be logged in to use chart
BUY
Quarterhill Inc(QTRH-T) 

April 28, 2011

Will be listing on NASDAQ. Risk/reward is skewed to the upside. Expects they will bump guidance again in early June quarterly results. Have about $1.60-$1.70 in cash Will earn about untaxed $0.75 this year and expects that will go a little higher. Expecting a few catalysts in the back half of the year. His target is $8.
electrical/electronic
Will be listing on NASDAQ. Risk/reward is skewed to the upside. Expects they will bump guidance again in early June quarterly results. Have about $1.60-$1.70 in cash Will earn about untaxed $0.75 this year and expects that will go a little higher. Expecting a few catalysts in the back half of the year. His target is $8.
electrical/electronic
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$5.980
Owned Owned
Yes

Must be logged in to use chart
WAIT
Was Short on this one but covered the call when bad news hit. Had permit problems and project delays. Believes they will ultimately resolve the issues but won’t be without some trials and tribulations. If you are not risk averse, wait and Buy at a higher price when their problems are solved.
metal mines
Was Short on this one but covered the call when bad news hit. Had permit problems and project delays. Believes they will ultimately resolve the issues but won’t be without some trials and tribulations. If you are not risk averse, wait and Buy at a higher price when their problems are solved.
metal mines
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$1.780
Owned Owned
No

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HOLD
Rio Tinto(RIO-N) 

April 28, 2011

A lot of the large cap resource stocks are not doing anything. Based on his view of the market, if you are investing for the longer term these larger cap companies are safe places to be because they have bullet proof balance sheets and reasonable multiple of earnings.
other mines
A lot of the large cap resource stocks are not doing anything. Based on his view of the market, if you are investing for the longer term these larger cap companies are safe places to be because they have bullet proof balance sheets and reasonable multiple of earnings.
other mines
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$72.760
Owned Owned
Unknown

Must be logged in to use chart
DON'T BUY
Results just came out and were kind of weak. Madagascar project is going to start to pour through some metals this summer and will ramp up to full production in about 2 full years. Geopolitical risks seem to have been somewhat tempered lately. This is only about 10% of the NAV. 40% is nickel in Cuba and he is not a fan of nickel.
integrated mines
Results just came out and were kind of weak. Madagascar project is going to start to pour through some metals this summer and will ramp up to full production in about 2 full years. Geopolitical risks seem to have been somewhat tempered lately. This is only about 10% of the NAV. 40% is nickel in Cuba and he is not a fan of nickel.
integrated mines
Andrew McCreath

Senior Portfolio Manager, Sentry Select Capita...

PricePrice
$7.830
Owned Owned
Unknown

Must be logged in to use chart
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