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


Signal Opinion Expert Chart

2007-02-08

TOP PICK
Mullen Group Ltd (MTL-T)
Strong market share. First quarter or two may be a little bit weak because of weak drilling, so he may be a little bit early on the call. Low valuation and the upside over the next 12 to 18 months should be very good.
Transportation
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $19.420
Owned: Yes

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2007-02-08

HOLD
Parkland Fuel Corp (PKI-T)
Very disciplined and very strong management. Strong balance sheet. Have been able to achieve very wide margins over the last year or so on gasoline. Recently acquired some businesses and northern Alberta giving it a little bit of risk. Could be flat for a while.
merchandising/lodging
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $36.250
Owned: Unknown

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2007-02-08

TOP PICK
Resolve Business Outsourcing Income Fund (RBO.UN-T)
Have contracts with B.C. and Canadian government to handle student loans. Just won some contracts with financial institutions providing credit card services which is a new area for them.
other services
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $9.000
Owned: Yes

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2007-02-08

DON'T BUY
Rogers Sugar Inc (RSI-T)
For large part of their business, there are trade barriers to get into the US that makes it difficult for them. Have had high input costs, particularly natural gas. Have started to turn this around by taking costs out of their system. Have high debt.
Consumer Products
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $4.040
Owned: No

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2007-02-08

COMMENT
The Second Cup Ltd (SCU-T)
Government has not been clear on tax implications. Very retail focused. Good cash flow. Have been cautious on this one. Had some problems in closing under performing stores. Expect that the management will stabilize this.
merchandising/lodging
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $9.620
Owned: Unknown

Must be logged in to use chart

2007-02-08

SELL
Superior Plus Corp (SPB-T)
Started out very well, but management got too diversified. They are trying to sell off some of their poorer assets and refocus on their original business. Propane is a slowly declining business.
wholesale distributors
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $11.940
Owned: No

Must be logged in to use chart

2007-02-08

HOLD
Teranet Income Fund (TF.UN-T)
Generates great cash. Very strong market share. Valuation is high.
Financial Services
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $9.750
Owned: Unknown

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2007-02-08

BUY
TFI International Inc (TFII-T)
Expectations of a slowing economy in Ontario and Quebec have had an effect on the price. Good management. Expanding into the western provinces.
Transportation
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $14.000
Owned: Unknown

Must be logged in to use chart

2007-02-08

SELL
Lakeport Brewing Income Fund (TFR.UN-T)
Has had an offer to buy them out by Labatts. Would be tempted to take the profits.
breweries/beverages
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $27.850
Owned: Unknown

Must be logged in to use chart

2007-02-08

DON'T BUY
TerraVest Capital Inc (TVK-T)
A diversified trust that has a number of different businesses. You can run into a problem of buying too many businesses and going too wide. 16% yield.
investment companies/funds
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $6.300
Owned: No

Must be logged in to use chart

2007-02-08

TOP PICK
Yellow Media Inc (Y-T)
Very strong business. Very long-duration assets. Generates great cash flow.
communications/media
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $12.900
Owned: Yes

Must be logged in to use chart
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