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

DON'T BUY
Tata Motors Ltd. (TTM-N)
This car makes smart car look like a mid-sized car and people are not confident in driving it on North American Highways. Prefers Toyota.
Automotive
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $7.220
Owned: Unknown

Must be logged in to use chart

2009-02-04

COMMENT
A Comment -- General Comments From an Expert 
Bank Preferreds: Rank higher than common shares in the hierarchy of paying out in case of an issue. New ones being issued now are called perpetual and the price does not change because of the high interest rates. Over the longer term, he would prefer common shares, which gives you potential for a rising dividend.
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $0.020
Owned: Unknown

Must be logged in to use chart

2009-02-04

DON'T BUY
American International Group (AIG-N)
Difficult one. US government has provided a lot of money to it. Any benefits they get from selling off bits and pieces of the business will likely go back to the government. Also think they will lose some of the best parts of the business.
insurance
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $1.030
Owned: Unknown

Must be logged in to use chart

2009-02-04

BUY
Armtec Infrastructure (ARF-T (Dead))
Produce culvert pipes and things for bridges and roads. Very good way to play the infrastructure story. 12.25% yield should be safe. Good management.
INDUSTRIAL PRODUCTS
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $17.640
Owned: Unknown

Must be logged in to use chart

2009-02-04

DON'T BUY
Bank of America (BAC-N)
Will be a challenging time for them for the next 6 months. One need a better understanding of the valuations and understand how US will be putting a floor under the financial sector.
banks
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $4.700
Owned: Unknown

Must be logged in to use chart

2009-02-04

BUY
BlackBerry (BB-T)
(Market Call Minute.) Short term probably a Buy but as they move into consumer businesses, the nature of the business is changing.
electrical/electronic
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $69.100
Owned: Unknown

Must be logged in to use chart

2009-02-04

PAST TOP PICK
BCE Inc. (BCE-T)
(A Top Pick Feb 6/08. Down 26.7%.) Had believed the deal was going to go through. Going forward, it's a stronger company. If you are looking for a long-term dividend growth company valuations are not bad on this. Hold.
telephone utilities
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $24.900
Owned: Yes

Must be logged in to use chart

2009-02-04

COMMENT
Bank of Nova Scotia (BNS-T)
Two-year outlook is probably good for any of the Canadian banks. The challenge and risk with this bank is their Latin American exposure. (See Top Picks.)
banks
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $29.720
Owned: Unknown

Must be logged in to use chart

2009-02-04

BUY
CRH PLC (CRH-N)
Manufactures cement, concrete products, aggregates. Will benefit from governments spending. Better balance sheet and evaluation than Cemex (CX-N).
contractors
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $23.510
Owned: Unknown

Must be logged in to use chart

2009-02-04

DON'T BUY
Cemex SA (CX-N)
Will be a long-term beneficiary of spending being done by governments. Challenge in the near term is their highly levered balance sheets. Would prefer CRH (CRH-N), which has a better balance sheet and good valuation.
cement/concrete
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $8.280
Owned: Unknown

Must be logged in to use chart

2009-02-04

HOLD
General Electric (GE-N)
Good proxy for the US economy. Expects recovery will not happen until the 2nd half of this year. Will probably trade sideways with potential of negative headlines because of their financial arm and the impact on their dividend and their AAA rating.
electrical/electronic
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $11.260
Owned: Unknown

Must be logged in to use chart

2009-02-04

COMMENT
Intact Financial (IFC-T)
Largest property/casualty insurer in Canada. ING globally had some balance sheet challenges. Selling ING Canada was a way for them to raise $1.5 billion. Very well run operation. Because of the economy, there may be questions if they can get the same rates.
insurance
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $28.820
Owned: Unknown

Must be logged in to use chart

2009-02-04

BUY
Laurentian Bank (LB-T)
(Market Call Minute.) Would prefer the bigger cap Canadian banks given their better diversification. They have done a very good job in improving their results.
banks
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $28.220
Owned: Unknown

Must be logged in to use chart

2009-02-04

COMMENT
3M Co. (MMM-N)
Very strong management team. Disciplined approach to reinventing their business regularly. Grown its dividends steadily.
mngmnt/diversified
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $50.840
Owned: Unknown

Must be logged in to use chart

2009-02-04

HOLD
Metro Inc (A) (MRU-T)
Really likes this one. Has surprised over the years. Very shareholder friendly. Very disciplined management. Trading in line with the industry average at about 13X PE.
food stores
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $38.700
Owned: Unknown

Must be logged in to use chart
Showing 46 to 60 of 296 entries
<< < 2 3 4 5 6 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company