Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 8, 2007
REIT sector is very beaten up. Trades at a significant discount to its Net Asset Value. On a free cash flow basis it is trading at about 14 times. Very solid numbers. About 99% occupancy. Wal-Mart is about 27% of their leases. Good development pipeline.
Smart REIT (SRU.UN-T)
November 8, 2007
REIT sector is very beaten up. Trades at a significant discount to its Net Asset Value. On a free cash flow basis it is trading at about 14 times. Very solid numbers. About 99% occupancy. Wal-Mart is about 27% of their leases. Good development pipeline.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$23.670
Owned
Yes
TOP PICK
TOP PICK
November 8, 2007
Provides the land registry in Ontario. Have a monopoly until 2017. $87million cash on the balance sheet. Expanding into other services such as hospital billing.
Provides the land registry in Ontario. Have a monopoly until 2017. $87million cash on the balance sheet. Expanding into other services such as hospital billing.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$9.920
Owned
Yes
TOP PICK
TOP PICK
November 8, 2007
Infrastructure play. Pre-cast and pre-stressed concrete. Made a great acquisition last summer in western Canada. 70% of business comes from government.
Infrastructure play. Pre-cast and pre-stressed concrete. Made a great acquisition last summer in western Canada. 70% of business comes from government.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$20.600
Owned
Yes
HOLD
HOLD
November 8, 2007
A conglomerate and he isn’t a big fan of this model. A well-known catalyst investor has just purchased about 19%. May sell of some weaker units.
A conglomerate and he isn’t a big fan of this model. A well-known catalyst investor has just purchased about 19%. May sell of some weaker units.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$4.040
Owned
No
COMMENT
COMMENT
November 8, 2007
Has some issues with debt, so sold some assets. Thinks their payout ratio will be in the 65% - 70% range. Good management.
Perpetual Energy (PMT-T)
November 8, 2007
Has some issues with debt, so sold some assets. Thinks their payout ratio will be in the 65% - 70% range. Good management.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$7.000
Owned
Yes
BUY
BUY
November 8, 2007
Great defensive business.
CML Healthcare (CLC-T)
November 8, 2007
Great defensive business.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$16.000
Owned
Yes
BUY
BUY
November 8, 2007
A very good oil/gas company.
Arc Resources Ltd (ARX-T)
November 8, 2007
A very good oil/gas company.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$20.110
Owned
Yes