Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 6, 2009
(A Top Pick Dec 27/07. Down 36%.) New strategy cut a ton of costs and a lot of management layers. Earnings numbers will offset some of the slowdown in wire line business. Looking for stronger earnings growth than the market is expecting.
BCE Inc. (BCE-T)
January 6, 2009
(A Top Pick Dec 27/07. Down 36%.) New strategy cut a ton of costs and a lot of management layers. Earnings numbers will offset some of the slowdown in wire line business. Looking for stronger earnings growth than the market is expecting.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$24.210
Owned
Yes
TOP PICK
TOP PICK
January 6, 2009
Great free cash flow company. A much better balanced company than it was. Another way to play this is to take out the ADR (Thomson Reuters PLC (TRIN-Q)) listed in the US, which gives you about a 20% discount to the Canadian price.
Great free cash flow company. A much better balanced company than it was. Another way to play this is to take out the ADR (Thomson Reuters PLC (TRIN-Q)) listed in the US, which gives you about a 20% discount to the Canadian price.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$35.340
Owned
Yes
TOP PICK
TOP PICK
January 6, 2009
Likes Canadian banks. This one has been more heavily impacted. Bank with a 10% capital and a 8.5%-9% yield and trading at 8X earnings, is a fairly attractive place to put your money.
Bank of Montreal (BMO-T)
January 6, 2009
Likes Canadian banks. This one has been more heavily impacted. Bank with a 10% capital and a 8.5%-9% yield and trading at 8X earnings, is a fairly attractive place to put your money.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$34.660
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 6, 2009
(A Top Pick Dec 27/07. Down 30%.) Still likes. Quality management. Strong retail focus. One of the few banks that grew its dividends. Still a Buy.
Toronto Dominion (TD-T)
January 6, 2009
(A Top Pick Dec 27/07. Down 30%.) Still likes. Quality management. Strong retail focus. One of the few banks that grew its dividends. Still a Buy.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$46.560
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 6, 2009
(A Top Pick Dec 27/07. Down 42%.) 12% yield is safe. Wal-Mart is the anchor for the bulk of their malls. Still very well positioned. Still a Buy.
Smart REIT (SRU.UN-T)
January 6, 2009
(A Top Pick Dec 27/07. Down 42%.) 12% yield is safe. Wal-Mart is the anchor for the bulk of their malls. Still very well positioned. Still a Buy.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$12.450
Owned
Yes
BUY
BUY
January 6, 2009
Have regularly beat numbers. Probably one of the best management teams in Canada. Challenge is that they are in the midst of a transition from print to an online model.
Yellow Media Inc (Y-T)
January 6, 2009
Have regularly beat numbers. Probably one of the best management teams in Canada. Challenge is that they are in the midst of a transition from print to an online model.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$6.950
Owned
Unknown
DON'T BUY
DON'T BUY
January 6, 2009
Took on a large debt to acquire Fording Coal. A fine line whether they will be able to skate through their bank lines. Depends on your call on zinc, metallurgical coal and their other commodities. Inherently a call on the Asian economies. Risky.
Took on a large debt to acquire Fording Coal. A fine line whether they will be able to skate through their bank lines. Depends on your call on zinc, metallurgical coal and their other commodities. Inherently a call on the Asian economies. Risky.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$8.190
Owned
No