Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 6, 2009
Benefits/pension consulting firm. Also has an employee assistance program. One of the few companies that has revenue growth. Low payout ratio. Made an acquisition with some tax pools so won't have full taxing in 2011. Industry has some consolidation happening.
Benefits/pension consulting firm. Also has an employee assistance program. One of the few companies that has revenue growth. Low payout ratio. Made an acquisition with some tax pools so won't have full taxing in 2011. Industry has some consolidation happening.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$9.000
Owned
Yes
TOP PICK
TOP PICK
July 6, 2009
Industrial services for refineries by helping to remove sulphur, dealing with spent acids, cutting out petroleum coke, etc. Also sell chemicals to water treatment facilities. Markets sulphur-based products in Atlantic Canada. Long-term contracts. Refineries are processing more heavy oil, which helps them. Recently increased dividends.
Marsulex Inc (MLX-T)
July 6, 2009
Industrial services for refineries by helping to remove sulphur, dealing with spent acids, cutting out petroleum coke, etc. Also sell chemicals to water treatment facilities. Markets sulphur-based products in Atlantic Canada. Long-term contracts. Refineries are processing more heavy oil, which helps them. Recently increased dividends.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$10.430
Owned
Yes
TOP PICK
TOP PICK
July 6, 2009
Hydro/vacuum trucks that dig holes. High-pressure water with vacuum that exposes pipes, etc. that companies want to excavate or check. Generated very high returns on equity through the years. Will benefit from infrastructure spending in Canada and US. Very cheap at 3.7X cash flow.
Hydro/vacuum trucks that dig holes. High-pressure water with vacuum that exposes pipes, etc. that companies want to excavate or check. Generated very high returns on equity through the years. Will benefit from infrastructure spending in Canada and US. Very cheap at 3.7X cash flow.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$12.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 6, 2009
(A Top Pick May 14/08. Up 8.98%.) Linens with hospital/hotel long-term contracts. Margins were dropping because of higher Alberta labour costs. Turning around and margins are expanding. Low payout ratio. Alberta is building out infrastructure giving this company good chance for contracts with new hospitals. No problem changing to a corp in 2011.
(A Top Pick May 14/08. Up 8.98%.) Linens with hospital/hotel long-term contracts. Margins were dropping because of higher Alberta labour costs. Turning around and margins are expanding. Low payout ratio. Alberta is building out infrastructure giving this company good chance for contracts with new hospitals. No problem changing to a corp in 2011.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$12.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 6, 2009
(A Top Pick May 14/08. Down 5.39%.) Manufactures fruit juices/drinks. Health trend is good for them. Still Buying.
(A Top Pick May 14/08. Down 5.39%.) Manufactures fruit juices/drinks. Health trend is good for them. Still Buying.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$39.250
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 6, 2009
(A Top Pick May 14/08. Down 27.76%.) 55% oil/45% natural gas. Still likes. Good balance sheets. Never had to raise equity. Recently announced selling their Libyan assets but not sure when this will be completed. Acquiring an 18% interest in a North Sea project but won't be operator. Low pay out ratio. Well managed. No problem changing to a corp in 2011. Currently Buying.
(A Top Pick May 14/08. Down 27.76%.) 55% oil/45% natural gas. Still likes. Good balance sheets. Never had to raise equity. Recently announced selling their Libyan assets but not sure when this will be completed. Acquiring an 18% interest in a North Sea project but won't be operator. Low pay out ratio. Well managed. No problem changing to a corp in 2011. Currently Buying.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$28.730
Owned
Yes
BUY
BUY
July 6, 2009
About 85% production comes from southwest Saskatchewan Bakken play. Acquired companies with tax pools. Converting to a Corp. now as they see good opportunities in front of them. Very conservatively run.
About 85% production comes from southwest Saskatchewan Bakken play. Acquired companies with tax pools. Converting to a Corp. now as they see good opportunities in front of them. Very conservatively run.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$32.950
Owned
Yes