John Sinkins, CFA
Member since: Oct '00
Senior Portfolio Manager at
Sentry Select Capital Corp
Sentry Select Capital Corp
522 Opinions
Latest Top Picks
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
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.
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.
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.
The drop of $5 a share a few weeks ago was not an earnings related issue. It had spun out a company consisiting of its financial advisors. Earnings were quite good in the last report. Record profits. The caveat is if interest rates go up, it might constrict credit card use.
Signal
Opinion
Expert
Chart
HOLD
HOLD
March 14, 2006
Stock has done well. Subsidiary of US. Company, He owns Petro Canada and Shell
Show full opinionHide full opinion
Stock has done well. Subsidiary of US. Company, He owns Petro Canada and Shell
integrated oils
BUY WEAKNESS
BUY WEAKNESS
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.
Show full opinionHide full opinionPending 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
TOP PICK
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
Show full opinionHide full opinionHad 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
BUY
March 14, 2006
They bought at around $20 have had for years. Still looks inexpensive, has assets all over the world.
Show full opinionHide full opinionThey bought at around $20 have had for years. Still looks inexpensive, has assets all over the world.
oil/gas
WATCH
WATCH
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.
Show full opinionHide full opinionHe is a fan of this stock. It has done well. Likes the market, which is a growth market in the US.
communications/media
BUY
BUY
March 14, 2006
Their entry price was $41.50. Likes high divident and the market.
Show full opinionHide full opinionTheir entry price was $41.50. Likes high divident and the market.
telephone utilities
TOP PICK
TOP PICK
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.
Show full opinionHide full opinionThey 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
TOP PICK
March 14, 2006
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.
Show full opinionHide full opinionrailway - 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
HOLD
March 14, 2006
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.
Show full opinionHide full opinionThey 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
SELL
March 14, 2006
Has not been a good ride since their merger. They are having much competition from Microsoft and other Antivirus companies.
Show full opinionHide full opinionHas not been a good ride since their merger. They are having much competition from Microsoft and other Antivirus companies.
computer software/processing
BUY
BUY
March 14, 2006
Like it continue to own, good evaluation. If you like the oil sector, it's a good stock to own.
Show full opinionHide full opinionLike it continue to own, good evaluation. If you like the oil sector, it's a good stock to own.
integrated oils
BUY
BUY
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.
Show full opinionHide full opinionThe 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
TOP PICK
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.
Show full opinionHide full opinionAluminum 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
BUY
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.
Show full opinionHide full opinionFundamentally 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
DON'T BUY
October 25, 2005
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.
Show full opinionHide full opinionEarnings 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
BUY
BUY
October 25, 2005
Nickle prices softened late in the 3rd quarter, but cash costs for producing materials is going up across the board so their cash costs went from $2.30 a lb. to over $3. Their merger with Falconbridge (FAL.LV-T) looks like a good combination.
Show full opinionHide full opinionNickle prices softened late in the 3rd quarter, but cash costs for producing materials is going up across the board so their cash costs went from $2.30 a lb. to over $3. Their merger with Falconbridge (FAL.LV-T) looks like a good combination.
integrated mines
TOP PICK
TOP PICK
October 25, 2005
The drop of $5 a share a few weeks ago was not an earnings related issue. It had spun out a company consisiting of its financial advisors. Earnings were quite good in the last report. Record profits. The caveat is if interest rates go up, it might constrict credit card use.
Show full opinionHide full opinionThe drop of $5 a share a few weeks ago was not an earnings related issue. It had spun out a company consisiting of its financial advisors. Earnings were quite good in the last report. Record profits. The caveat is if interest rates go up, it might constrict credit card use.
investment companies/funds
BUY
BUY
October 25, 2005
Has provided a bit of an attractive opportunity recently with the pull back in oil stocks. Most of its fortunes are tied to the Canadian oil sands. The oil sands will have tremendous production growth.
Show full opinionHide full opinionHas provided a bit of an attractive opportunity recently with the pull back in oil stocks. Most of its fortunes are tied to the Canadian oil sands. The oil sands will have tremendous production growth.
integrated oils
BUY
BUY
October 25, 2005
Has not performed exactly as he would have liked. Has been hurt by the general inflationary trends going through the US economy and the perception of pricing power. There is a cost squeeze because of delivery costs to the stores.
Show full opinionHide full opinionHas not performed exactly as he would have liked. Has been hurt by the general inflationary trends going through the US economy and the perception of pricing power. There is a cost squeeze because of delivery costs to the stores.
department stores
BUY
BUY
October 25, 2005
A very solid free cash flow growing company. A reasonable buy in the $30/35 range. Internet advertising is on the rise.
Show full opinionHide full opinionA very solid free cash flow growing company. A reasonable buy in the $30/35 range. Internet advertising is on the rise.
computer software/processing
TOP PICK
TOP PICK
October 25, 2005
Everything looks good for it. They are growing revenues at 10/12% every year. Generates tons of free cash flow. Has fantastic margins. A couple of big product launches including the XBox 360. In late 2006, we should get Microsoft Vista, their latest operating upgrade.
Show full opinionHide full opinionEverything looks good for it. They are growing revenues at 10/12% every year. Generates tons of free cash flow. Has fantastic margins. A couple of big product launches including the XBox 360. In late 2006, we should get Microsoft Vista, their latest operating upgrade.
computer software/processing
BUY
BUY
October 25, 2005
There has been a little bit of concern in the semi-conductor industry. There is a lot of value in this company. If you have a long term investment horizon, this is a good entry point.
Show full opinionHide full opinionThere has been a little bit of concern in the semi-conductor industry. There is a lot of value in this company. If you have a long term investment horizon, this is a good entry point.
electrical/electronic
WEAK BUY
WEAK BUY
October 25, 2005
Has been a big winner on its drug Tramadol. Would be a little cautious at this price.
Show full opinionHide full opinionHas been a big winner on its drug Tramadol. Would be a little cautious at this price.
Consumer Products
DON'T BUY
DON'T BUY
October 25, 2005
There's a lot of litigation with its patent dispute. There's some substantial short term litigation risks.
Show full opinionHide full opinionThere's a lot of litigation with its patent dispute. There's some substantial short term litigation risks.
electrical/electronic
HOLD
HOLD
July 18, 2005
A very high quality company. Good management and strategy. Some competition coming into the market. Not tremendously overpriced right now.
Show full opinionHide full opinionA very high quality company. Good management and strategy. Some competition coming into the market. Not tremendously overpriced right now.
specialty stores
DON'T BUY
DON'T BUY
July 18, 2005
Acquiring Hudson United Bancorp. There are 2 ways to play this stock. Banknorth is seen as the aquirer to pay for the stock and might tend to sell down their shares while Toronto Dominion (TD-T) shares might go up. Buying TD would elimnate any exchange issues also.
Show full opinionHide full opinionAcquiring Hudson United Bancorp. There are 2 ways to play this stock. Banknorth is seen as the aquirer to pay for the stock and might tend to sell down their shares while Toronto Dominion (TD-T) shares might go up. Buying TD would elimnate any exchange issues also.
trust, savings and loan
TOP PICK
TOP PICK
July 18, 2005
Stock has dropped a bit because of the acquisition of NBNA they made as well as their recent numbers. Over 4% yield. Only 10.5 X next year's earnings which is cheaper than any Canadian bank right now.
Show full opinionHide full opinionStock has dropped a bit because of the acquisition of NBNA they made as well as their recent numbers. Over 4% yield. Only 10.5 X next year's earnings which is cheaper than any Canadian bank right now.
banks
BUY WEAKNESS
BUY WEAKNESS
July 18, 2005
Was a good pick up a few weeks ago in the low $70's, but still thinks there's some upside even at this price. Gross margins on their hardware improved somewhat. Services and sales divisions are doing well also. Would wait for a bit of a pullback.
Show full opinionHide full opinionWas a good pick up a few weeks ago in the low $70's, but still thinks there's some upside even at this price. Gross margins on their hardware improved somewhat. Services and sales divisions are doing well also. Would wait for a bit of a pullback.
electrical/electronic
DON'T BUY
DON'T BUY
July 18, 2005
Have done well. They are a monopoly with only the Montreal exchange left to conquer. Has a problem with their growth multiple of about 20 X next year's earnings. There really isn't any more room for it to grow.
Show full opinionHide full opinionHave done well. They are a monopoly with only the Montreal exchange left to conquer. Has a problem with their growth multiple of about 20 X next year's earnings. There really isn't any more room for it to grow.
other services
BUY
BUY
July 18, 2005
Long term view is positive. It's returning to profitability this year and into next year. Last quarter's numbers were good on their aerospace side. Rail and European operations have been an ongoing restructuring. Wait to see what happens with developing the new regional jet.
Show full opinionHide full opinionLong term view is positive. It's returning to profitability this year and into next year. Last quarter's numbers were good on their aerospace side. Rail and European operations have been an ongoing restructuring. Wait to see what happens with developing the new regional jet.
transportation equip & components
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