Latest Expert Opinions

Signal
Opinion
Expert
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.
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.
John Sinkins, CFA
Senior Portfolio Manager, Sentry Select Capital Corp
Price
$45.170
Owned
Yes
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.
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.
John Sinkins, CFA
Senior Portfolio Manager, Sentry Select Capital Corp
Price
$47.400
Owned
No
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.
Inco (N-T)
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.
John Sinkins, CFA
Senior Portfolio Manager, Sentry Select Capital Corp
Price
$47.800
Owned
No
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.
American Express (AXP-N)
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.
John Sinkins, CFA
Senior Portfolio Manager, Sentry Select Capital Corp
Price
$49.720
Owned
Yes
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.
Suncor Energy Inc (SU-T)
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.
John Sinkins, CFA
Senior Portfolio Manager, Sentry Select Capital Corp
Price
$61.850
Owned
Yes
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.
Walmart Inc (WMT-N)
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.
John Sinkins, CFA
Senior Portfolio Manager, Sentry Select Capital Corp
Price
$45.390
Owned
Yes
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.
Altaba Inc (AABA-Q)
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.
John Sinkins, CFA
Senior Portfolio Manager, Sentry Select Capital Corp
Price
$35.120
Owned
No