Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 22, 2008
The guess is whether people are going to be coming back and buying Maple Leaf products. Be cautious as you are counting on them getting back to the volumes and pricing they had before.
Maple Leaf Foods (MFI-T)
December 22, 2008
The guess is whether people are going to be coming back and buying Maple Leaf products. Be cautious as you are counting on them getting back to the volumes and pricing they had before.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$10.910
Owned
No
HOLD
HOLD
December 22, 2008
Leases aircraft. Have financing out beyond a year. Cut their distribution in order to rebuild the balance sheet and make sure they have adequate capital. He is comfortable with this but the motion is against it at the moment.
Genesis Lease Ltd. (GLS-N)
December 22, 2008
Leases aircraft. Have financing out beyond a year. Cut their distribution in order to rebuild the balance sheet and make sure they have adequate capital. He is comfortable with this but the motion is against it at the moment.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$2.710
Owned
Yes
HOLD
HOLD
December 22, 2008
Guidance for next year is basically flat cash flow. Moderately stable. With a sustainable 8% yield, he would continue to Hold.
Guidance for next year is basically flat cash flow. Moderately stable. With a sustainable 8% yield, he would continue to Hold.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$31.950
Owned
Unknown
BUY
BUY
December 22, 2008
Hedge fund investors wanted to acquire at $39 so stock went up. That is now off the table so it has pulled back. Always paid $1 whether earnings went up or not. Earnings are finally up this year over last and going up in the next couple of years and dividends are forecast to increase.
Transalta Corp (TA-T)
December 22, 2008
Hedge fund investors wanted to acquire at $39 so stock went up. That is now off the table so it has pulled back. Always paid $1 whether earnings went up or not. Earnings are finally up this year over last and going up in the next couple of years and dividends are forecast to increase.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$22.260
Owned
Yes
COMMENT
COMMENT
December 22, 2008
Delaying their Long Lake project until 2010. Not economic at these levels. This delay will help them build the balance sheet. Extremely low multiple. Prefers Talisman (TLM-T).
Nexen Inc (NXY-T)
December 22, 2008
Delaying their Long Lake project until 2010. Not economic at these levels. This delay will help them build the balance sheet. Extremely low multiple. Prefers Talisman (TLM-T).
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$19.500
Owned
No
HOLD
HOLD
December 22, 2008
Statistically cheap. People are worried that in a recession advertising is cut back. Think the stock price is more than reflecting any cutback in advertising. There are no near-term financing issues.
Yellow Media Inc (Y-T)
December 22, 2008
Statistically cheap. People are worried that in a recession advertising is cut back. Think the stock price is more than reflecting any cutback in advertising. There are no near-term financing issues.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$5.510
Owned
No
BUY
BUY
December 22, 2008
Very solid balance sheet. Well above the minimum capital level.
Very solid balance sheet. Well above the minimum capital level.
Gordon Higgins, CA, MBA
Vice President, Equities, Sentry Select Capital Corp
Price
$25.410
Owned
Yes