Stock Opinions by Andrew Guy, CFA - Stockchase Experts
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Andrew Guy, CFA @

On Stockchase since : Feb 2007

Portfolio Manager at Sentry Select Capital Corp.

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Andrew Guy, CFA Latest Top Picks...

Stock Opinions by Andrew Guy, CFA - Stockchase Experts

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TOP PICK
Royal Bank(RY-T) 

September 4, 2009

This and Toronto Dominion (TD-T) (See Past Top Picks) are the 2 best managed Canadian banks. At this time, this one is the better pick because of the diversification of its assets and the strong management.
banks
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This and Toronto Dominion (TD-T) (See Past Top Picks) are the 2 best managed Canadian banks. At this time, this one is the better pick because of the diversification of its assets and the strong management.
banks
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$56.400
Owned Owned
Yes

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TOP PICK
Power Financial Corp(PWF-T) 

September 4, 2009

Great history on dividends. Double digits, about 50% annual return on dividend growth. Allows you to participate in the recovery of the financial sector through the assets they own. Very well run.
finance/leasing
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Great history on dividends. Double digits, about 50% annual return on dividend growth. Allows you to participate in the recovery of the financial sector through the assets they own. Very well run.
finance/leasing
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$29.280
Owned Owned
Yes

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TOP PICK
S&P Global Inc(SPGI-N) 

September 4, 2009

Very good long-term business. Double-digit return on capital. Consistent 10% a year dividend growth. Attractive level. Owns Business Week, a number of TV channels and publishes schoolbooks. Also owns S&P 500.
publishing/printing
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Very good long-term business. Double-digit return on capital. Consistent 10% a year dividend growth. Attractive level. Owns Business Week, a number of TV channels and publishes schoolbooks. Also owns S&P 500.
publishing/printing
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$29.100
Owned Owned
Yes

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PAST TOP PICK
Toronto Dominion(TD-T) 

September 4, 2009

(A Top Pick Oct 14/08. Up 18.27%.) This and Royal Bank (RY-T) are the 2 most consistent performers in Canadian banks. (See Top Picks.) Increased its dividend in the later part of last year. US assets have done very well.
banks
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(A Top Pick Oct 14/08. Up 18.27%.) This and Royal Bank (RY-T) are the 2 most consistent performers in Canadian banks. (See Top Picks.) Increased its dividend in the later part of last year. US assets have done very well.
banks
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$67.200
Owned Owned
Yes

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PAST TOP PICK
Teva Pharmaceutical(TEVA-N) 

September 4, 2009

(A Top Pick Oct 14/08. Up 23.38%.) World's largest generic drug company. Also have some branded drugs that are doing very well.
biotechnology/pharmaceutical
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(A Top Pick Oct 14/08. Up 23.38%.) World's largest generic drug company. Also have some branded drugs that are doing very well.
biotechnology/pharmaceutical
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$51.160
Owned Owned
Yes

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PAST TOP PICK
Diageo PLC(DEO-N) 

September 4, 2009

(A Top Pick Oct 14/08. Up 2.82%.) Largest liquor company globally. Very disciplined approach to return on capital. Paying down debt and increasing dividends.
food processing
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(A Top Pick Oct 14/08. Up 2.82%.) Largest liquor company globally. Very disciplined approach to return on capital. Paying down debt and increasing dividends.
food processing
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$63.300
Owned Owned
Yes

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BUY
Methanex Corp(MX-T) 

September 4, 2009

Generates strong return on capital, shareholder friendly and focused on their particular niche. This makes it an attractive business from a bottom up point of view but methanol production is a cyclical product. You want to pick your timing very carefully. If you have a longer-term outlook such as 3 years, it could be attractive. Dividend of 3.46%.
chemicals
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Generates strong return on capital, shareholder friendly and focused on their particular niche. This makes it an attractive business from a bottom up point of view but methanol production is a cyclical product. You want to pick your timing very carefully. If you have a longer-term outlook such as 3 years, it could be attractive. Dividend of 3.46%.
chemicals
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$20.470
Owned Owned
Unknown

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DON'T BUY
Laurentian Bank(LB-T) 

September 4, 2009

Regional bank based largely in Quebec. Has done a great job over the past few years of improving its returns on capital. Being a smaller regional bank, they are more susceptible to very focused economic situations. For a Quebec play he would prefer National Bank (NA-T).
banks
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Regional bank based largely in Quebec. Has done a great job over the past few years of improving its returns on capital. Being a smaller regional bank, they are more susceptible to very focused economic situations. For a Quebec play he would prefer National Bank (NA-T).
banks
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$38.320
Owned Owned
Unknown

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COMMENT
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.
integrated mines
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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.
integrated mines
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$97.180
Owned Owned
Unknown

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COMMENT
Agrium(AGU-T) 

September 4, 2009

Fertilizers. Well diversified. Shareholder friendly and increases their dividend. Very disciplined approach. Very strong return on capital. 0.23% dividend.
chemicals
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0 comments
Fertilizers. Well diversified. Shareholder friendly and increases their dividend. Very disciplined approach. Very strong return on capital. 0.23% dividend.
chemicals
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$53.890
Owned Owned
Unknown

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BUY
Fortis Inc.(FTS-T) 

September 4, 2009

Regulated utility. In the last few years have done a great job of diversifying but into regulated businesses that they know very well. Stable, strong free cash flow. Good management.
electrical utilities
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Regulated utility. In the last few years have done a great job of diversifying but into regulated businesses that they know very well. Stable, strong free cash flow. Good management.
electrical utilities
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$25.190
Owned Owned
Unknown

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DON'T BUY
Very speculative. Have a huge insurance company that needs to break itself up. Has only kept going because of lifelines from the US government. The government has the right to convert its holdings into shares, which could reduce individual shareholders holdings.
insurance
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Very speculative. Have a huge insurance company that needs to break itself up. Has only kept going because of lifelines from the US government. The government has the right to convert its holdings into shares, which could reduce individual shareholders holdings.
insurance
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$40.050
Owned Owned
No

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BUY
Thomson Reuters Corp(TRI-T) 

September 4, 2009

Very strong balance sheet. Strong returns on capital over time. Steady increase of dividends. In a competitive sector but with the merger with Reuters last year it has ended up in a duopoly in information to the desktop.
publishing/printing
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Very strong balance sheet. Strong returns on capital over time. Steady increase of dividends. In a competitive sector but with the merger with Reuters last year it has ended up in a duopoly in information to the desktop.
publishing/printing
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$34.260
Owned Owned
Unknown

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DON'T BUY
Pfizer Inc(PFE-N) 

September 4, 2009

Largest drug company globally. Very strong number of products but along with most of the big pharmaceutical companies there are a large number of drugs that come off patent. About 25% of their earnings comes from one drug, Lipitor and when it comes off patent it will have a big effect on their earnings. There are better places to be.
biotechnology/pharmaceutical
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Largest drug company globally. Very strong number of products but along with most of the big pharmaceutical companies there are a large number of drugs that come off patent. About 25% of their earnings comes from one drug, Lipitor and when it comes off patent it will have a big effect on their earnings. There are better places to be.
biotechnology/pharmaceutical
0 0 0 0 0
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Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$16.390
Owned Owned
Unknown

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DON'T BUY
Have a number of different assets in different fields. Recapitalized Brookfield Renewable Power Fund (BRC.UN-T) (formerly Great Lakes Hydro Fund) and have an opportunity to continue to build as part of their asset book. Very smart management. Trading around their NAV. Too expensive.
management/diversified
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Have a number of different assets in different fields. Recapitalized Brookfield Renewable Power Fund (BRC.UN-T) (formerly Great Lakes Hydro Fund) and have an opportunity to continue to build as part of their asset book. Very smart management. Trading around their NAV. Too expensive.
management/diversified
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0 comments
Andrew Guy, CFA

Portfolio , Sentry Select Capita...

Price Price
$23.280
Owned Owned
Unknown

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