Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 8, 2008
Leases container ships on long-term leases. Leases can run for 8 years. Leaseholder pays all fuel costs. Their obligation is to make sure ships are available and crewed. 8% distribution. Stock probably dropped because of concerns on the word “Lease”.
Seaspan Corp. (SSW-N)
August 8, 2008
Leases container ships on long-term leases. Leases can run for 8 years. Leaseholder pays all fuel costs. Their obligation is to make sure ships are available and crewed. 8% distribution. Stock probably dropped because of concerns on the word “Lease”.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$23.120
Owned
Yes
TOP PICK
TOP PICK
August 8, 2008
Buy back shares with their free cash flow. Over $350 million on the balance sheet. Opening a new plant in Egypt. World leader in methanol production. Methanol is used in DME, a fuel used in China similar to diesel.
Methanex Corp (MX-T)
August 8, 2008
Buy back shares with their free cash flow. Over $350 million on the balance sheet. Opening a new plant in Egypt. World leader in methanol production. Methanol is used in DME, a fuel used in China similar to diesel.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$27.960
Owned
Yes
TOP PICK
TOP PICK
August 8, 2008
More stable of the banks. Steady history of increasing dividends. Their Mexican subsidiary is actually earning more this quarter than it did the same quarter last year.
More stable of the banks. Steady history of increasing dividends. Their Mexican subsidiary is actually earning more this quarter than it did the same quarter last year.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$50.910
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 8, 2008
(A Top Pick Sept 12/07. No change.) Acquisition for $42.75 will go through and Dec 11 will be the latest.
BCE Inc. (BCE-T)
August 8, 2008
(A Top Pick Sept 12/07. No change.) Acquisition for $42.75 will go through and Dec 11 will be the latest.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$40.040
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 8, 2008
(A Top Pick Sept 12/07. Down 44%.) Ended up with more impact on the US side than expected. Odds are they're going to have to take another $1 billion or so write-downs again. Sold some of his holdings. Looking for better times once we are through this difficult period. Always buys this as a pairs trade with Bank of Nova Scotia (BNS-T)
(A Top Pick Sept 12/07. Down 44%.) Ended up with more impact on the US side than expected. Odds are they're going to have to take another $1 billion or so write-downs again. Sold some of his holdings. Looking for better times once we are through this difficult period. Always buys this as a pairs trade with Bank of Nova Scotia (BNS-T)
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$62.350
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 8, 2008
(A Top Pick Sept 12/07. Down 39%.) Leases modern aircraft on long-term leases on very attractive terms. 14% plus yield. Still a Buy.
(A Top Pick Sept 12/07. Down 39%.) Leases modern aircraft on long-term leases on very attractive terms. 14% plus yield. Still a Buy.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$13.540
Owned
Yes
COMMENT
COMMENT
August 8, 2008
Transformed themselves into more of an asset management. They take base assets with stable cash flow. Find partners and collect a fee while putting in some of their own money. Great long-term story. More fully valued near-term. It may be under a bit of a cloud for a while.
Transformed themselves into more of an asset management. They take base assets with stable cash flow. Find partners and collect a fee while putting in some of their own money. Great long-term story. More fully valued near-term. It may be under a bit of a cloud for a while.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$33.820
Owned
Unknown