Stock Opinions by John Sinkins, CFA - Stockchase Experts
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522
John Sinkins, CFA @

On Stockchase since : Oct 2000

Senior Portfolio Manager at Sentry Select Capital Corp

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John Sinkins, CFA Latest Top Picks...

Stock Opinions by John Sinkins, CFA - Stockchase Experts

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HOLD
Imperial Oil(IMO-T) 

March 14, 2006

Stock has done well. Subsidiary of US. Company, He owns Petro Canada and Shell
integrated oils
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0 comments
Stock has done well. Subsidiary of US. Company, He owns Petro Canada and Shell
integrated oils
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0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$115.010
Owned Owned
No

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BUY on WEAKNESS
Inco(N-T) 

March 14, 2006

Pending takeover of Inco from Falconbridge. This deal seems to be taking a long time to settle, rumor of a potential better bid for Falconbridge.
integrated mines
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0 comments
Pending takeover of Inco from Falconbridge. This deal seems to be taking a long time to settle, rumor of a potential better bid for Falconbridge.
integrated mines
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0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$53.400
Owned Owned
No

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TOP PICK
Toronto Dominion(TD-T) 

March 14, 2006

Had a huge profit of 2.3 billion for first quarter. US has gone from 15% of revenue to 22%. Looking for another 10% growth plus picking up the yield over the next 10 months. They bought at an average cost of $51.70
banks
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0 comments
Had a huge profit of 2.3 billion for first quarter. US has gone from 15% of revenue to 22%. Looking for another 10% growth plus picking up the yield over the next 10 months. They bought at an average cost of $51.70
banks
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0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$65.650
Owned Owned
Yes

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BUY
Talisman Energy(TLM-T) 

March 14, 2006

They bought at around $20 have had for years. Still looks inexpensive, has assets all over the world.
oil/gas
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0 comments
They bought at around $20 have had for years. Still looks inexpensive, has assets all over the world.
oil/gas
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0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$62.100
Owned Owned
Yes

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WATCH
Motorola(MSI-N) 

March 14, 2006

He is a fan of this stock. It has done well. Likes the market, which is a growth market in the US.
communications/media
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0 comments
He is a fan of this stock. It has done well. Likes the market, which is a growth market in the US.
communications/media
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0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$21.320
Owned Owned
No

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BUY
Their entry price was $41.50. Likes high divident and the market.
telephone utilities
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0 comments
Their entry price was $41.50. Likes high divident and the market.
telephone utilities
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0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$43.910
Owned Owned
Yes

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TOP PICK
Computer Sciences(CSC-N) 

March 14, 2006

They bought at $17.67. Since then they had Scientific Atlantic acquisition which he really liked (a strategic acquisition). More demand for communications equipment. Cisco is also moving into Voice Over IP (voip). By passing Ma. Bell.
computer software/processing
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0 comments
They bought at $17.67. Since then they had Scientific Atlantic acquisition which he really liked (a strategic acquisition). More demand for communications equipment. Cisco is also moving into Voice Over IP (voip). By passing Ma. Bell.
computer software/processing
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0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$56.900
Owned Owned
Yes

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TOP PICK
railway - good way to play strong economic growth New CEO coming in. They have an opportunity to grow efficiencies. 5-8 % growth If oil prices drop they will benefit. Hey bought at $34, and still like it. Says buy at this low price.
Transportation
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0 comments
railway - good way to play strong economic growth New CEO coming in. They have an opportunity to grow efficiencies. 5-8 % growth If oil prices drop they will benefit. Hey bought at $34, and still like it. Says buy at this low price.
Transportation
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0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$57.490
Owned Owned
Yes

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HOLD
They don't own (they are more focused on resources, rather then retail). It's not a bad time to own, but he would have to check the evaluations compared to other retailers before buying.
specialty stores
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0 comments
They don't own (they are more focused on resources, rather then retail). It's not a bad time to own, but he would have to check the evaluations compared to other retailers before buying.
specialty stores
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0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$64.700
Owned Owned
No

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SELL
Symantec Corp(SYMC-Q) 

March 14, 2006

Has not been a good ride since their merger. They are having much competition from Microsoft and other Antivirus companies.
computer software/processing
0 0 0 0 0
0 comments
Has not been a good ride since their merger. They are having much competition from Microsoft and other Antivirus companies.
computer software/processing
0 0 0 0 0
0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$16.070
Owned Owned
No

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BUY
Petro-Canada(PCA-T) 

March 14, 2006

Like it continue to own, good evaluation. If you like the oil sector, it's a good stock to own.
integrated oils
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0 comments
Like it continue to own, good evaluation. If you like the oil sector, it's a good stock to own.
integrated oils
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0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$53.540
Owned Owned
Unknown

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BUY
Petro-Canada(PCA-T) 

October 25, 2005

The drop in oils has created a bit of a buying opportunity. This one is the cheapest of the integrateds. The big knock on it is that it's conventional oil/gas production in Alberta is dropping, but it should have a lot of growth coming in the next couple of years from its oil sands project.
integrated oils
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0 comments
The drop in oils has created a bit of a buying opportunity. This one is the cheapest of the integrateds. The big knock on it is that it's conventional oil/gas production in Alberta is dropping, but it should have a lot of growth coming in the next couple of years from its oil sands project.
integrated oils
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0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$41.390
Owned Owned
Yes

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TOP PICK
Alcan Aluminum(AL-T) 

October 25, 2005

Aluminum prices are going to move up, it looks like $0.90 to $1 next year. A lot of their energy costs are on long term fixed contracts. It is also possible that there may be a lightening of energy prices as well. The high energy costs and the management changes have put a lot of pressure on the stock which has created a buying opportunity.
integrated mines
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0 comments
Aluminum prices are going to move up, it looks like $0.90 to $1 next year. A lot of their energy costs are on long term fixed contracts. It is also possible that there may be a lightening of energy prices as well. The high energy costs and the management changes have put a lot of pressure on the stock which has created a buying opportunity.
integrated mines
0 0 0 0 0
0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$37.380
Owned Owned
Yes

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BUY
CitiGroup(C-N) 

October 25, 2005

Fundamentally the stock looks very good and should continue to deliver good earnings. Dividend yield of about 4%. Could be some dividend increases. There's been a bit of a funk in the US financials because it's hard for them to move up when interest rates are going up.
insurance
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0 comments
Fundamentally the stock looks very good and should continue to deliver good earnings. Dividend yield of about 4%. Could be some dividend increases. There's been a bit of a funk in the US financials because it's hard for them to move up when interest rates are going up.
insurance
0 0 0 0 0
0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$45.170
Owned Owned
Yes

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DON'T BUY
Earnings were quite good. Wireless revenues were very strong. Overall a good company, but not sure he would buy it here since it has had such a big run up.
Cable
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0 comments
Earnings were quite good. Wireless revenues were very strong. Overall a good company, but not sure he would buy it here since it has had such a big run up.
Cable
0 0 0 0 0
0 comments
John Sinkins, C

Senior Por, Sentry Select Capita...

Price Price
$47.400
Owned Owned
No

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