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John Sinkins, CFA
Senior Portfolio Manager at Sentry Select Capital Corp
Member since: Oct '00 · 522 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by John Sinkins, CFA
HOLD
Stock has done well. Subsidiary of US. Company, He owns Petro Canada and Shell
integrated oils
BUY ON WEAKNESS
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
TOP PICK
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
BUY
They bought at around $20 have had for years. Still looks inexpensive, has assets all over the world.
oil
gas
WATCH
He is a fan of this stock. It has done well. Likes the market, which is a growth market in the US.
communications
media
BUY
Their entry price was $41.50. Likes high divident and the market.
telephone utilities
TOP PICK
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
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
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
SELL
Has not been a good ride since their merger. They are having much competition from Microsoft and other Antivirus companies.
computer software
processing
BUY
Like it continue to own, good evaluation. If you like the oil sector, it's a good stock to own.
integrated oils
BUY
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
TOP PICK
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
BUY
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.
banks
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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