Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 6, 2008
Very good opportunity at this point. Very strong management team and has the largest retail exposure, which should continue to do well.
Toronto Dominion (TD-T)
February 6, 2008
Very good opportunity at this point. Very strong management team and has the largest retail exposure, which should continue to do well.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$66.680
Owned
Yes
TOP PICK
TOP PICK
February 6, 2008
Latest earnings report suggests that the deal is going to go through. Gives about a 20% annualized return to the $42.75 target. There is also a dividend in the near term.
BCE Inc. (BCE-T)
February 6, 2008
Latest earnings report suggests that the deal is going to go through. Gives about a 20% annualized return to the $42.75 target. There is also a dividend in the near term.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$34.900
Owned
Yes
TOP PICK
TOP PICK
February 6, 2008
Trading at a discount to its NAV at about 12%-13%. 7% free cash flow yield. Very attractively valued. Likes that it is Wal-Mart's landlord in Canada.
Smart REIT (SRU.UN-T)
February 6, 2008
Trading at a discount to its NAV at about 12%-13%. 7% free cash flow yield. Very attractively valued. Likes that it is Wal-Mart's landlord in Canada.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$23.370
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 6, 2008
(A Top Pick Feb 8/07. Down 5% including distributions.) Didn't deliver on expectations, largely because of management's inability to flow through good top line results to the bottom line. A lot of potential good things. It's a Buy if management can go through the results. Watch.
(A Top Pick Feb 8/07. Down 5% including distributions.) Didn't deliver on expectations, largely because of management's inability to flow through good top line results to the bottom line. A lot of potential good things. It's a Buy if management can go through the results. Watch.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$7.700
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 6, 2008
(A Top Pick Feb 8/07. Up 2% including distributions.) Still likes. Management has done a great job of anticipating how quickly to move the business online.
Yellow Media Inc (Y-T)
February 6, 2008
(A Top Pick Feb 8/07. Up 2% including distributions.) Still likes. Management has done a great job of anticipating how quickly to move the business online.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$12.130
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 6, 2008
(A Top Pick Feb 8/07. Down 9% including distributions.) Yield is more than 11% but should be safe. Generates good growth in cash flows. Stock is off because the movement of drilling rigs is down. The rest of their business is doing well. Still a Buy.
Mullen Group Ltd (MTL-T)
February 6, 2008
(A Top Pick Feb 8/07. Down 9% including distributions.) Yield is more than 11% but should be safe. Generates good growth in cash flows. Stock is off because the movement of drilling rigs is down. The rest of their business is doing well. Still a Buy.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$16.270
Owned
Yes
HOLD
HOLD
February 6, 2008
Always seems to be good value and cheaper than its competitors. Have some very interesting assets in Indonesia, etc. where they are generating some good growth. New CEO has come out with a new strategy and direction, which seems to be little more opportunistic at surfacing value.
Talisman Energy (TLM-T)
February 6, 2008
Always seems to be good value and cheaper than its competitors. Have some very interesting assets in Indonesia, etc. where they are generating some good growth. New CEO has come out with a new strategy and direction, which seems to be little more opportunistic at surfacing value.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$15.500
Owned
Unknown