Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 4, 2009
This and Toronto Dominion (TD-T) (See Past Top Picks) are the 2 best managed Canadian banks. At this time, this one is the better pick because of the diversification of its assets and the strong management.
Royal Bank (RY-T)
September 4, 2009
This and Toronto Dominion (TD-T) (See Past Top Picks) are the 2 best managed Canadian banks. At this time, this one is the better pick because of the diversification of its assets and the strong management.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$56.400
Owned
Yes
TOP PICK
TOP PICK
September 4, 2009
Great history on dividends. Double digits, about 50% annual return on dividend growth. Allows you to participate in the recovery of the financial sector through the assets they own. Very well run.
Great history on dividends. Double digits, about 50% annual return on dividend growth. Allows you to participate in the recovery of the financial sector through the assets they own. Very well run.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$29.280
Owned
Yes
TOP PICK
TOP PICK
September 4, 2009
Very good long-term business. Double-digit return on capital. Consistent 10% a year dividend growth. Attractive level. Owns Business Week, a number of TV channels and publishes schoolbooks. Also owns S&P 500.
S&P Global Inc (SPGI-N)
September 4, 2009
Very good long-term business. Double-digit return on capital. Consistent 10% a year dividend growth. Attractive level. Owns Business Week, a number of TV channels and publishes schoolbooks. Also owns S&P 500.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$29.100
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 4, 2009
(A Top Pick Oct 14/08. Up 18.27%.) This and Royal Bank (RY-T) are the 2 most consistent performers in Canadian banks. (See Top Picks.) Increased its dividend in the later part of last year. US assets have done very well.
Toronto Dominion (TD-T)
September 4, 2009
(A Top Pick Oct 14/08. Up 18.27%.) This and Royal Bank (RY-T) are the 2 most consistent performers in Canadian banks. (See Top Picks.) Increased its dividend in the later part of last year. US assets have done very well.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$67.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 4, 2009
(A Top Pick Oct 14/08. Up 23.38%.) World's largest generic drug company. Also have some branded drugs that are doing very well.
(A Top Pick Oct 14/08. Up 23.38%.) World's largest generic drug company. Also have some branded drugs that are doing very well.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$51.160
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 4, 2009
(A Top Pick Oct 14/08. Up 2.82%.) Largest liquor company globally. Very disciplined approach to return on capital. Paying down debt and increasing dividends.
Diageo PLC (DEO-N)
September 4, 2009
(A Top Pick Oct 14/08. Up 2.82%.) Largest liquor company globally. Very disciplined approach to return on capital. Paying down debt and increasing dividends.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$63.300
Owned
Yes
BUY
BUY
September 4, 2009
Generates strong return on capital, shareholder friendly and focused on their particular niche. This makes it an attractive business from a bottom up point of view but methanol production is a cyclical product. You want to pick your timing very carefully. If you have a longer-term outlook such as 3 years, it could be attractive. Dividend of 3.46%.
Methanex Corp (MX-T)
September 4, 2009
Generates strong return on capital, shareholder friendly and focused on their particular niche. This makes it an attractive business from a bottom up point of view but methanol production is a cyclical product. You want to pick your timing very carefully. If you have a longer-term outlook such as 3 years, it could be attractive. Dividend of 3.46%.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$20.470
Owned
Unknown