Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 20, 2004
Numbers beat street expectations. The market concern is that butterfat pricing will cut into their margins, but he feels the company has a lot of leeway to generate growth. The drop is a buying opportunity.
Numbers beat street expectations. The market concern is that butterfat pricing will cut into their margins, but he feels the company has a lot of leeway to generate growth. The drop is a buying opportunity.
Andrew McCreath
Senior Portfolio Manager, Sentry Select Capital
Price
$23.700
Owned
Yes
DON'T BUY
DON'T BUY
April 20, 2004
Expected to lose $.90 a share in the forward 12 months. Even if they have a turnaround, they will need more cash. Wait for a solid turnaround.
Expected to lose $.90 a share in the forward 12 months. Even if they have a turnaround, they will need more cash. Wait for a solid turnaround.
Andrew McCreath
Senior Portfolio Manager, Sentry Select Capital
Price
$2.470
Owned
No
DON'T BUY
DON'T BUY
April 20, 2004
Have had three quarters profits in a role. Would prefer more niche oriented focused telecom equipment companies or Cisco or Nortel once because clear.
Have had three quarters profits in a role. Would prefer more niche oriented focused telecom equipment companies or Cisco or Nortel once because clear.
Andrew McCreath
Senior Portfolio Manager, Sentry Select Capital
Price
$3.890
Owned
No
DON'T BUY
DON'T BUY
April 20, 2004
The clouds on the stock are pretty thick because of the FCC/OSC issues.
Nortel (NT-T)
April 20, 2004
The clouds on the stock are pretty thick because of the FCC/OSC issues.
Andrew McCreath
Senior Portfolio Manager, Sentry Select Capital
Price
$7.250
Owned
No
BUY
BUY
April 20, 2004
They more than replace the production and they don't payout 100% of their cash flow. A great energy trust. The one risk is gas pricing because the company continues to be largely unhedged.
They more than replace the production and they don't payout 100% of their cash flow. A great energy trust. The one risk is gas pricing because the company continues to be largely unhedged.
Andrew McCreath
Senior Portfolio Manager, Sentry Select Capital
Price
$30.250
Owned
No
BUY
BUY
April 20, 2004
Earnings are to be reported in early May and there are rumors that they'll miss their numbers and will take write-downs but he doesn't believe either is correct. A cheap stock and their financials will generate a lot of cash over the next few years.
Cinram (CRW.UN-T)
April 20, 2004
Earnings are to be reported in early May and there are rumors that they'll miss their numbers and will take write-downs but he doesn't believe either is correct. A cheap stock and their financials will generate a lot of cash over the next few years.
Andrew McCreath
Senior Portfolio Manager, Sentry Select Capital
Price
$23.750
Owned
Yes
STRONG BUY
STRONG BUY
April 20, 2004
An excellent long-term buy and hold. India remains the one last large unexplored territory for gas/oil reserves.
Niko Resources (NKO-T)
April 20, 2004
An excellent long-term buy and hold. India remains the one last large unexplored territory for gas/oil reserves.
Andrew McCreath
Senior Portfolio Manager, Sentry Select Capital
Price
$35.880
Owned
Yes