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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Signal Opinion Expert Chart

2009-09-04

TOP PICK
S&P Global Inc (SPGI-N)
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
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $29.100
Owned: Yes

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2009-09-04

BUY
Suncor Energy Inc (SU-T)
An attractive play right now as you get a rebound in oil prices. PetroCan that they acquired is an attractive asset. They'll be able to take a lot of costs out of this.
integrated oils
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $34.000
Owned: Unknown

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2009-09-04

PAST TOP PICK
Toronto Dominion (TD-T)
(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
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $67.200
Owned: Yes

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2009-09-04

PAST TOP PICK
Teva Pharmaceutical (TEVA-N)
(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
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $51.160
Owned: Yes

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2009-09-04

BUY
Thomson Reuters Corp (TRI-T)
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
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $34.260
Owned: Unknown

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2009-09-04

HOLD
Yellow Media Inc (Y-T)
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
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $4.850
Owned: Unknown

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2009-04-17

COMMENT
A Comment -- General Comments From an Expert 
We are closer to the bottom of the cliff in the economy. The numbers are showing that the economy WILL turn around. We can expect an economic recover AT SOME POINT. The March lows were based on the prediction that the economy would fall off a cliff and the recover is a change in the prediction that it will recover and there wont be a depression. The November low could the low we will test. We will trade sideways for the next 3-6 months.
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $0.020
Owned: Unknown

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2009-04-17

COMMENT
A Comment -- General Comments From an Expert 
Canadian Dollar : Probably pretty close to fair value. Comfortable at current value. Don’t see near term rebound in oil.
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $0.020
Owned: Unknown

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2009-04-17

HOLD
AGF Management (B) (AGF.B-T)
(Market Call Minute) Questionable security behind some loans. Stock has run up on the expected sale of the company. Doesn’t think it is going to happen.
investment companies/funds
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $10.630
Owned: Unknown

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2009-04-17

BUY
Agrium (AGU-T)
No doubt they will benefit going forward. Likes their business. People are shorting AGU against CF. Could see a significant rebound if economy rebounds.
chemicals
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $48.960
Owned: Unknown

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2009-04-17

WAIT
BlackBerry (BB-T)
One of the best Canadian companies, creating a global market place for the use of smart phones. Concern is that what they have done is now to compete with Nokia an Apple on the consumer side of business and make it hard to make same returns. Fashion business does not work so well for Rim. Once you change to iPhone it is hard to switch back to RIM, but strength of business is how it ties back into business. When businesses start to hire again it will be strong for RIM.
electrical/electronic
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $83.350
Owned: Unknown

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2009-04-17

DON'T BUY
Bombardier Inc (B) (BBD.B-T)
Aerospace business will remain grounded for some time. Lot of value to trains, etc. Doesn’t see a turn-around in Aerospace business any time soon. ‘C’ series is starting to get orders. Don’t have to wait until 2013 when they deliver first ‘C’ series for stock to take off. Travel business is not strong. Risk is losing backlog.
transportation equip & components
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $3.640
Owned: Unknown

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2009-04-17

PAST TOP PICK
BCE Inc. (BCE-T)
(Top Pick Apr 08/08 Down 24%) Failure of takeover was perhaps the best thing that could have happened to it. 6 months or so of the private equity guys pouring through the balance sheets, looking to reduce costs was all a good thing. Valuation-wise he is a little cautious but long time you have a company that can grow dividends.
telephone utilities
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $26.070
Owned: Yes

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2009-04-17

BUY
Bank of Montreal (BMO-T)
(Market Call Minute) Not first choice of banks – see Top Picks.
banks
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $40.410
Owned: Unknown

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2009-04-17

WAIT
Caterpillar (CAT-N)
(Market Call Minute) Excellent company and could come back in the long term. Will benefit as we come out of current economic cycle.
machinery
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $32.290
Owned: Unknown

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