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

2009-04-17

TOP PICK
Diageo PLC (DEO-N)
Bought brands from Seagram’s. We drink in good times and in bad. Strong discipline on cost reductions and share money with shareholders and increased dividends. Some of their brands are the cheaper ones if you move down to cheaper brands.
food processing
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $47.260
Owned: Yes

Must be logged in to use chart

2009-04-17

BUY
Enbridge (ENB-T)
His choice over BA.UN-T. Long term record of steady returns, debt to equity position is kept under control. Management has shown discipline through various cycles.
oil/gas pipelines
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $37.310
Owned: Unknown

Must be logged in to use chart

2009-04-17

VAGUE
HBP Global Gold Bull+ ETF (HGU-T)
Gold is an important part of any portfolio and is a good protector of value. There is enough gold bugs out there that will drive up the price of gold whenever there are inflation talks out there. This is a day-to-day speculative play. There is probably some more downside on the price.
E.T.F.'s
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $8.830
Owned: Unknown

Must be logged in to use chart

2009-04-17

BUY
HBP S&P 500 Bear+ ETF (HSD-T)
Going down because market is going up and this is how they play. Could test 50 day moving average in the short term so there is upside potential within next month or two.
E.T.F.'s
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $27.960
Owned: Unknown

Must be logged in to use chart

2009-04-17

WAIT
Kraft Heinz Company (KHC-Q)
Doesn’t see any risk on dividend being ‘sliced’. Signs they may turn the company around. Interesting in picking them up. Thinks they will be in a position to meet the lower expectations for the May 9’th announcements. Might want to wait until after that announcement but after the announcement you may buy at a higher price.
food processing
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $22.670
Owned: Unknown

Must be logged in to use chart

2009-04-17

BUY on WEAKNESS
Manulife Financial (MFC-T)
Was oversold when it was in the $10 range. Full of pessimism. Rebound takes it back into line. Thinks it will trade sideways and you could pick it up on weakness. Don’t wait for it to hit $10. Could go back to $15-$17. Favourite play in the insurance space, but Sunlife might be a better play short term.
insurance
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $20.810
Owned: No

Must be logged in to use chart

2009-04-17

BUY
Power Financial Corp (PWF-T)
Excellence in quality of management. Increase dividend and share increase in earnings with shareholders. You get share in holdings in Europe. Biggest shareholder in Total in France.
finance/leasing
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $23.410
Owned: Unknown

Must be logged in to use chart

2009-04-17

WAIT
Rogers Communcations (B) (RCI.B-T)
This sector has done relatively well during the downturn and you don’t expect these companies to do well on the rebound and they had a CEO succession. Telus numbers impacted RCI. Bell numbers would show that Good Telus numbers were self-inflicted.
Cable
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $27.700
Owned: Unknown

Must be logged in to use chart

2009-04-17

TOP PICK
Royal Bank (RY-T)
Strongest bank based on valuation. Low as it has been relative to peers in 5-10 years. Dividend is safe. Write down on good will is signal that they are a strong company. Best fixed income debts out of any of the Canadian banks.
banks
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $43.150
Owned: Yes

Must be logged in to use chart

2009-04-17

PAST TOP PICK
Smart REIT (SRU.UN-T)
(Top Pick Apr 08/08 Down 44%) Buy it for the quality of the company, the fact that you are the Walmart landlord in Canada. Not much downside. Would buy for company and not for dividend.
investment companies/funds
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $10.150
Owned: Yes

Must be logged in to use chart

2009-04-17

BUY
Suncor Energy Inc (SU-T)
Likes the company fundamentally and long term. Acquisition will really add some value long term. Short term will be a sideways move until Petrocan deal closes in 3-6 months.
integrated oils
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $31.300
Owned: Unknown

Must be logged in to use chart

2009-04-17

TOP PICK
Sysco Corp (SYY-N)
Serve food to fast food and other restaurants. Disciplined on costs. Margins are consistent +/- 6%, generate high returns on capital. Increase dividend consistently.
wholesale distributors
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $22.920
Owned: Yes

Must be logged in to use chart

2009-04-17

PAST TOP PICK
Toronto Dominion (TD-T)
(Top Pick Apr 08/08 Down 19%) will continue raising dividends, still good pick.
banks
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $49.690
Owned: Yes

Must be logged in to use chart

2009-04-17

BUY
Toyota (TM-N)
Validations are done differently in Japan. Good company.
Automotive
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $77.140
Owned: Unknown

Must be logged in to use chart

2009-04-17

BUY
TransCanada Corp (TRP-T)
(Market Call Minute) Beneficiary of Mackenzie pipeline if it ever gets built (Believes it will). Beneficiary of economic recovery and good dividend.
oil/gas pipelines
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $30.150
Owned: Unknown

Must be logged in to use chart
Showing 31 to 45 of 296 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company