Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 2, 2007
Consolidating its hardware business within Canada. Run their stores very well. Inexpensive.
Rona Inc (RON-T)
November 2, 2007
Consolidating its hardware business within Canada. Run their stores very well. Inexpensive.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$20.780
Owned
Unknown
TOP PICK
TOP PICK
November 2, 2007
Could have picked any one of the Canadian banks. Doesn't expect there is a contagion that will flow back from the US. Percentage of its earnings from the retail business is the highest of any of the banks. Excellent management. Attractive valuation.
Toronto Dominion (TD-T)
November 2, 2007
Could have picked any one of the Canadian banks. Doesn't expect there is a contagion that will flow back from the US. Percentage of its earnings from the retail business is the highest of any of the banks. Excellent management. Attractive valuation.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$69.210
Owned
Yes
TOP PICK
TOP PICK
November 2, 2007
A commodity play. Very strong cash flow. Very shareholder friendly. The price of methanol has gone up 60% due to shortages and the demand remains strong.
Methanex Corp (MX-T)
November 2, 2007
A commodity play. Very strong cash flow. Very shareholder friendly. The price of methanol has gone up 60% due to shortages and the demand remains strong.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$28.250
Owned
Yes
TOP PICK
TOP PICK
November 2, 2007
Any time you can buy a $1 worth of assets for $.90 or less, it's a pretty good deal. Net asset value conservatively is around $25.
Any time you can buy a $1 worth of assets for $.90 or less, it's a pretty good deal. Net asset value conservatively is around $25.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$21.900
Owned
Yes
BUY
BUY
November 2, 2007
Still early days for a turnaround. It has taken much longer than he would have thought. There are challenges from all fronts. $45 is a good level but you will have to be patient.
Loblaw Companies Ltd (L-T)
November 2, 2007
Still early days for a turnaround. It has taken much longer than he would have thought. There are challenges from all fronts. $45 is a good level but you will have to be patient.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$42.790
Owned
No