Andy Nasr
Member since: Aug '11
VP & Investment Strategist at
Sentry Investments

Latest Top Picks

(A Top Pick Nov 23/16. Up 33%.) Involved in a couple of oligopolies, online search, online video and ad spending, and has a ton of cash they can deploy into areas that are going to grow hand over fist in the next decade. It isn’t trading at all that much of a premium to the S&P 500 in the context of its growth rate.
(A Top Pick Nov 23/16. 0%.) A lot of concerns that surround this company are reflected in the valuation. They are in line with where it has been historically. Has a lot of operational room to offset some of the headwinds.
(A Top Pick Nov 23/16. Down 35%.) This is dirt cheap, trading at about 10X earnings. Reduced their guidance because there were some inventory issues at Office Depot and Toys “R” Us. Very well diversified. They’ve merged with Jardin, and going forward are going to be able to get a lot of synergies that ultimately support the earnings growth. Valuation is so compelling that it is tough to make an argument not to pick some up. Dividend yield of 3%.
This business is probably a lot simpler than people think. They sell equipment that allows people to connect to the Internet. This can include routers and switches, and for the longest time this was their bread-and-butter. All of a sudden, we had the advent of software defined networks. Software was decoupled from hardware. Cisco sold them together, so they encountered some margin pressures. Now they have transitioned where you are starting to see some positive organic growth, focused on security. Looking forward, the Internet of things is a whole bunch of different devices connected to the Internet. That’s a lot of data flowing across the networks, which should benefit companies like this. Trading at 12X earnings. Dividend yield of 3%. (Analysts’ price target is $39.)
Valuation is pretty decent, and actually trades at a discount to its US peer group. It is a large player in Canada. Ultimately it should continue to benefit by growing in the US. Has a very decent free cash flow yield. Has a very predictable reoccurring revenue model that will support its earnings growth. (Analysts’ price target is $24.)