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

2009-02-04

WAIT
Morgan Stanley (MS-N)
As a banker and being in the financial investment side and tied to economic recovery, you can wait until May or June before looking at this one.
investment companies/funds
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $22.010
Owned: Unknown

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2009-02-04

HOLD
Saputo Inc. (SAP-T)
(Market Call Minute.) Difficult one. Earnings are just coming out which may change the story. Longer-term it is a Buy but in the short term it is a Hold.
food processing
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $18.750
Owned: Unknown

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2009-02-04

PAST TOP PICK
Smart REIT (SRU.UN-T)
(A Top Pick Feb 6/08. Down 47%.) Their tenant Wal-Mart is one of the strongest retail names in North America and he was surprised that this has not done better. Still a Buy.
investment companies/funds
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $11.090
Owned: Yes

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2009-02-04

COMMENT
Suncor Energy Inc (SU-T)
Have done a great job building their oil sands capacity. They will continue to be a very strong player in the oil sands. The challenge with the oil sands companies is the high capital costs and getting financing. If you're a long-term buyer this is probably a good time. Probably volatile over the next 6 months.
integrated oils
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $24.300
Owned: Unknown

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2009-02-04

TOP PICK
Sysco Corp (SYY-N)
World's largest food service company. Very diverse client base with about 150,000 clients including Wendy's. Disciplined management. Very stable gross margins. Use cash flow to buy back shares and grow dividends.
wholesale distributors
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $23.970
Owned: Yes

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2009-02-04

TOP PICK
Toronto Dominion (TD-T)
(A Top Pick Feb 6/08. Down 38%.) Excellent management with a very disciplined approach on managing. Very well positioned to take part in a recovery. US business is potentially in great shape with more deposits than loans.
banks
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $38.740
Owned: Yes

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2009-02-04

TOP PICK
Thomson Reuters Corp (TRI-T)
People look at this as being very tied to equity markets. Thomson and Reuters gives significant amounts of synergy. Legal software should do well.
publishing/printing
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $30.600
Owned: Yes

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2009-02-04

DON'T BUY
TorstarCorp (B) (TS.B-T)
2 businesses. Harlequin romances have had challenges over the last few years but seems to be turning around. Toronto Star has the largest newspaper circulation. This is a far more challenging business. Balance sheet is somewhat stretched.
publishing/printing
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $7.830
Owned: Unknown

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2009-02-04

COMMENT
Unilever NV (UN-N)
Well positioned on a global basis. Focused their product line on growth. Very long history of paying their dividends so presume it is safe. Payout ratio is less than 50%.
food processing
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $21.970
Owned: Unknown

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2009-02-04

BUY
Visa Inc. (V-N)
(Market Call Minute.) Expecting a recovery in the US economy in the second half of the year.
other services
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $49.130
Owned: Unknown

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2009-01-06

COMMENT
A Comment -- General Comments From an Expert 
Canadian Banks Preferred Shares: Banks have issued a lot of preferred shares partially as a response to the global issues that we have seen lately. Relatively cheaper money for the banks as opposed to new common issue. The risk is capital depreciation on your investment.
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $0.020
Owned: Unknown

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2009-01-06

COMMENT
A Comment -- General Comments From an Expert 
Oil: $40 to $55 would be a reasonable price he would expect in the short-term. There had been far too much of a spike on the upside at $140 but the recent $36 range was too low.
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $0.020
Owned: Unknown

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2009-01-06

DON'T BUY
AGF Management (B) (AGF.B-T)
Mutual funds are very market sensitive so you don't want to own one until you know the market is going up. This one has some challenges. They were lending a lot of money against the purchase of mutual funds. It has been a headache but they will probably do okay with it.
investment companies/funds
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $10.480
Owned: Unknown

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2009-01-06

SELL
Advanced Micro Devices (AMD-Q)
(Market Call Minute.) Company has missed every product cycle. Acquired ATI and still are missing the cycles. Following further behind its competitors.
electrical/electronic
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $2.780
Owned: Unknown

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2009-01-06

COMMENT
Aecon Group Inc (ARE-T)
The problem with the infrastructure spending is that it takes a long time and benefits are probably more than a year out.
contractors
Andrew Guy, CFA

Portfolio Manager, Sentry Select Capital Corp.

Price: $10.990
Owned: Unknown

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