Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 2, 2007
A good name within the power group for both the near and long term. Won’t be volatile because of the long-term nature of its contract. Have some nice tuck-in acquisitions.
A good name within the power group for both the near and long term. Won’t be volatile because of the long-term nature of its contract. Have some nice tuck-in acquisitions.
Patrick Kim
Vice President and Portfolio Manager, KBSH Capital Management
Price
$12.630
Owned
Unknown
COMMENT
COMMENT
November 2, 2007
Long-term outlook for uranium is good but in the next little while will be volatile. More nuclear plants are being built. It is difficult to get approval for uranium mines. Would prefer below $40.
Cameco Corporation (CCO-T)
November 2, 2007
Long-term outlook for uranium is good but in the next little while will be volatile. More nuclear plants are being built. It is difficult to get approval for uranium mines. Would prefer below $40.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$44.350
Owned
Unknown
HOLD
HOLD
November 2, 2007
Continues to do very well. The one advantage they have over others is its regional focus. A very stable company. Looking at the valuations, he wouldn't buy it now.
Bell Aliant (BA-T)
November 2, 2007
Continues to do very well. The one advantage they have over others is its regional focus. A very stable company. Looking at the valuations, he wouldn't buy it now.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$30.910
Owned
Unknown
SELL
SELL
November 2, 2007
A very good company. A Canadian leader in the technology business. On the other hand, the stock is very highly valued at 58X forward earnings.
BlackBerry (BB-T)
November 2, 2007
A very good company. A Canadian leader in the technology business. On the other hand, the stock is very highly valued at 58X forward earnings.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$118.450
Owned
No
BUY
BUY
November 2, 2007
All of the financial services companies in Canada are attractively valued. You can hold this one for the long-term.
Manulife Financial (MFC-T)
November 2, 2007
All of the financial services companies in Canada are attractively valued. You can hold this one for the long-term.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$42.980
Owned
Unknown
BUY
BUY
November 2, 2007
Attractive at this point. Stock was hit because of delays. You will benefit from the weaker US$. About 50% of their earnings come from outside of the US.
Boeing (BA-N)
November 2, 2007
Attractive at this point. Stock was hit because of delays. You will benefit from the weaker US$. About 50% of their earnings come from outside of the US.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$97.760
Owned
Unknown
BUY
BUY
November 2, 2007
Excellent management team, very strong cash flows and the ability to grow their dividend.
Yellow Media Inc (Y-T)
November 2, 2007
Excellent management team, very strong cash flows and the ability to grow their dividend.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$14.190
Owned
Yes