Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 28, 2006
Peat moss. Growing market share but his concern is too much financial leverage and too high a payout ratio. This has created volatility. High risk.
Peat moss. Growing market share but his concern is too much financial leverage and too high a payout ratio. This has created volatility. High risk.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$6.980
Owned
Yes
BUY
BUY
July 28, 2006
One of the best growth stories in Canada. Company has a stated policy of bringing their debt down to $1.3/1.4 billion area. Anticipated it will happen in the 1st quarter of 2007. Following that, he expects there would be further distribution increases.
One of the best growth stories in Canada. Company has a stated policy of bringing their debt down to $1.3/1.4 billion area. Anticipated it will happen in the 1st quarter of 2007. Following that, he expects there would be further distribution increases.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$36.000
Owned
Yes
DON'T BUY
DON'T BUY
July 28, 2006
Merging with Daylight Energy (DAY.UN-T). Risk profile of their production is too high. A young production that hadn't been proven out. Not comfortable with the merger.
Merging with Daylight Energy (DAY.UN-T). Risk profile of their production is too high. A young production that hadn't been proven out. Not comfortable with the merger.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$13.140
Owned
No
DON'T BUY
DON'T BUY
July 28, 2006
Merging with Sequoia Oil & Gas (SQE.UN-T). Not comfortable with the merger and would prefer to see them what the way from it.
Merging with Sequoia Oil & Gas (SQE.UN-T). Not comfortable with the merger and would prefer to see them what the way from it.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$10.800
Owned
No
BUY
BUY
July 28, 2006
A core holding. They are consciously culling low margins accounts out and concentrating on higher margin accounts. Down 3% today and would treat it as an opportunity.
A core holding. They are consciously culling low margins accounts out and concentrating on higher margin accounts. Down 3% today and would treat it as an opportunity.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$14.530
Owned
Yes
BUY
BUY
July 28, 2006
7.2% yield. Fine for a diversified portfolio. It is hard for him to buy as the liquidity is not there.
7.2% yield. Fine for a diversified portfolio. It is hard for him to buy as the liquidity is not there.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$17.950
Owned
No
WEAK BUY
WEAK BUY
July 28, 2006
About 8.5% yield. A little bit of attrition to the landlines. Would have liked it better if Bell had endowed it with the same asset base as Bell Nordique, where there is wireless and cable as well as the landlines.
Bell Aliant (BA-T)
July 28, 2006
About 8.5% yield. A little bit of attrition to the landlines. Would have liked it better if Bell had endowed it with the same asset base as Bell Nordique, where there is wireless and cable as well as the landlines.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$35.000
Owned
Yes