Opinions by Andrew Guy, CFA | StockChase
296
Andrew Guy, CFA

Portfolio Manager

ON STOCKCHASE SINCE Feb 2007

Sentry Select Capital Corp.
The Exchange Tower130 King Street West, Suite 2850Toronto, ONM5X 1A4
T: 416-861-8729 F: 416-364-1197 info@sentryselect.com
http://www.sentryselect.com/


Opinions by Andrew Guy, CFA



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Date Signal Chart Company Opinion
2007-02-08
TOP PICK

Y-T

$12.900

Yellow Media Inc


Very strong business. Very long-duration assets. Generates great cash flow.
communications/media
2007-04-09
TOP PICK

Y-T

$13.790

Yellow Media Inc


(A Past Top Pick Feb 8/07. Up 6.9%.) Looking for them to continue to increase their business. Very strong name. Almost $.50 of every $1 of revenue ends up as free cash flow.
communications/media
2007-05-25
PAST TOP PICK

Y-T

$14.540

Yellow Media Inc


(A Top Pick Feb 8/07. Up 11.9%.) Still some good upside. Market is not giving it full value.
communications/media
2007-06-27
TOP PICK

Y-T

$13.740

Yellow Media Inc


(A Top Pick Feb 8/07. Up 6.1%.) A "free cash flow machine". For every $1 it takes in, over $.50 ends up on the bottom line and is available for increases in distribution. Growing their internet presence. One of the best Canadian management teams overall.
communications/media
2007-07-27
TOP PICK

Y-T

$13.610

Yellow Media Inc


One of the best management teams. Adept at acquiring, integrating, taking costs out of their business and creating new business models. Supply information to Google and Yahoo. $.50 of every $1 they make flows through to shareholders. Any place below $14 is a good price.
communications/media
2007-11-02
BUY

Y-T

$14.190

Yellow Media Inc


Excellent management team, very strong cash flows and the ability to grow their dividend.
communications/media
2007-12-27
PAST TOP PICK

Y-T

$13.570

Yellow Media Inc


(A Top Pick Feb 8/07. Up 6.8%.) Still likes and could still be a Top Pick. Very disciplined management team. Generating good cash flows and increasing distributions on a steady basis.
communications/media
2008-02-06
PAST TOP PICK

Y-T

$12.130

Yellow Media Inc


(A Top Pick Feb 8/07. Up 2% including distributions.) Still likes. Management has done a great job of anticipating how quickly to move the business online.
communications/media
2008-04-07
BUY

Y-T

$11.120

Yellow Media Inc


One of the best management teams he has ever met. Very stable, very strong cash flow generating ability. Will continue to be able to pay its dividend.
communications/media
2008-07-22
PAST TOP PICK

Y-T

$9.280

Yellow Media Inc


(A Top Pick July 27/07. Down 27%.) Market has deemed it guilty by association with US companies but it has half the level of debt. Still a Buy.
communications/media
2008-11-19
BUY

Y-T

$6.850

Yellow Media Inc


(Market Call Minute.) One of the best players in that industry. Great management team.
communications/media
2009-01-06
BUY

Y-T

$6.950

Yellow Media Inc


Have regularly beat numbers. Probably one of the best management teams in Canada. Challenge is that they are in the midst of a transition from print to an online model.
communications/media
2009-09-04
HOLD

Y-T

$4.850

Yellow Media Inc


A business in transition and is in a difficult situation. Moving from Yellow Page books to online services. Declining advertising revenue has happened much quicker than they can ramp up online advertising. A lot of the bad news is built into the price. Have a proven balance sheet and a strong free cash flow. 16.6% yield.
communications/media
2007-05-25
BUY

WSP-T

$16.700

WSP Global Inc.


The future is very bright. Likes infrastructure businesses. They have long life assets and lots of cash flow on a very consistent basis over time.
Business Services
2007-04-09
BUY

WCN-T

$25.790

Waste Connections


Very strong business. 4th or 5th biggest waste management company in North America. Manages its cash flow very well.
Transportation & Environmental Services
Showing 1 to 15 of 296 entries
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