Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
July 28, 2006
Merging with Pengrowth Energy (PGF.UN-T). Sold his holdings. Geology in their properties is such that it is difficult for them to hit wells accurately.
Merging with Pengrowth Energy (PGF.UN-T). Sold his holdings. Geology in their properties is such that it is difficult for them to hit wells accurately.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$13.250
Owned
No
DON'T BUY
DON'T BUY
July 28, 2006
Merging with Esprit Energy (EEE.UN-T). They have good assets but anytime you have a merger in play, you're upside caps.
Merging with Esprit Energy (EEE.UN-T). They have good assets but anytime you have a merger in play, you're upside caps.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$25.300
Owned
No
DON'T BUY
DON'T BUY
July 28, 2006
Manufactures stoned for residential/commercial building. Trading pretty close to private market value. Their Ontario market remains pretty good. A higher risk name.
Manufactures stoned for residential/commercial building. Trading pretty close to private market value. Their Ontario market remains pretty good. A higher risk name.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$4.300
Owned
No
DON'T BUY
DON'T BUY
July 28, 2006
A pretty good business, but he disagreed with management on the capital structure. When you exceed a certain amount of leverage, it accentuates the volatility of margins.
A pretty good business, but he disagreed with management on the capital structure. When you exceed a certain amount of leverage, it accentuates the volatility of margins.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$11.120
Owned
No
COMMENT
COMMENT
July 28, 2006
Has a fairly high current yield reflecting the risk.
Has a fairly high current yield reflecting the risk.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$20.750
Owned
Yes
DON'T BUY
DON'T BUY
July 28, 2006
Software for accessing Ontario land registry. Database is licensed for about 17 years. Has a lot of leverage. Residential real estate business is very cyclical and registrations can go down for long periods. Buy in a “down” residential market.
Software for accessing Ontario land registry. Database is licensed for about 17 years. Has a lot of leverage. Residential real estate business is very cyclical and registrations can go down for long periods. Buy in a “down” residential market.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$10.590
Owned
No
DON'T BUY
DON'T BUY
July 28, 2006
Some concerns about their gas supply arrangements for a couple of their facilities. Would prefer Northland Power (NPI.UN-T). Power trusts have been the worst performers in the last 10 years.
Some concerns about their gas supply arrangements for a couple of their facilities. Would prefer Northland Power (NPI.UN-T). Power trusts have been the worst performers in the last 10 years.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$8.150
Owned
No