Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 4, 2009
Have a number of different assets in different fields. Recapitalized Brookfield Renewable Power Fund (BRC.UN-T) (formerly Great Lakes Hydro Fund) and have an opportunity to continue to build as part of their asset book. Very smart management. Trading around their NAV. Too expensive.
Have a number of different assets in different fields. Recapitalized Brookfield Renewable Power Fund (BRC.UN-T) (formerly Great Lakes Hydro Fund) and have an opportunity to continue to build as part of their asset book. Very smart management. Trading around their NAV. Too expensive.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$23.280
Owned
Unknown
DON'T BUY
DON'T BUY
September 4, 2009
Telco in Manitoba. Good job but growth is limited. Bought the old AT&T and are trying to compete against BCE (BCE-T) and Telus (T-T) in downtown Toronto. Tax losses allow them to pay a generous dividend of 8%. Comfortable that they can sustain the dividend but questions if they can grow it. Prefers Telus (T-T), Rogers (RCI.B-T) or even BCE (BCE-T).
Telco in Manitoba. Good job but growth is limited. Bought the old AT&T and are trying to compete against BCE (BCE-T) and Telus (T-T) in downtown Toronto. Tax losses allow them to pay a generous dividend of 8%. Comfortable that they can sustain the dividend but questions if they can grow it. Prefers Telus (T-T), Rogers (RCI.B-T) or even BCE (BCE-T).
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$32.870
Owned
No
COMMENT
COMMENT
September 4, 2009
Significant challenges in that as it moves more into consumer focused it becomes more susceptible competition from new products coming out and could be more volatile. Generate very good returns on capital. Strong free cash flow. Would be more excited if they paid a dividend.
BlackBerry (BB-T)
September 4, 2009
Significant challenges in that as it moves more into consumer focused it becomes more susceptible competition from new products coming out and could be more volatile. Generate very good returns on capital. Strong free cash flow. Would be more excited if they paid a dividend.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$84.400
Owned
Unknown
BUY
BUY
September 4, 2009
An attractive play right now as you get a rebound in oil prices. PetroCan that they acquired is an attractive asset. They'll be able to take a lot of costs out of this.
Suncor Energy Inc (SU-T)
September 4, 2009
An attractive play right now as you get a rebound in oil prices. PetroCan that they acquired is an attractive asset. They'll be able to take a lot of costs out of this.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$34.000
Owned
Unknown
COMMENT
COMMENT
September 4, 2009
Pharmaceutical. More disciplined approach so they've been generating very strong free cash flow. A couple of their strong drugs will be coming off patent in a couple of years. In the process of merging with Schering-Plough (SGP-N). If you were going to pick a name, he would prefer Abbott (ABT-N). 5% dividend yield.
Merck & Company (MRK-N)
September 4, 2009
Pharmaceutical. More disciplined approach so they've been generating very strong free cash flow. A couple of their strong drugs will be coming off patent in a couple of years. In the process of merging with Schering-Plough (SGP-N). If you were going to pick a name, he would prefer Abbott (ABT-N). 5% dividend yield.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$30.700
Owned
Unknown
HOLD
HOLD
September 4, 2009
A business in transition and is in a difficult situation. Moving from Yellow Page books to online services. Declining advertising revenue has happened much quicker than they can ramp up online advertising. A lot of the bad news is built into the price. Have a proven balance sheet and a strong free cash flow. 16.6% yield.
Yellow Media Inc (Y-T)
September 4, 2009
A business in transition and is in a difficult situation. Moving from Yellow Page books to online services. Declining advertising revenue has happened much quicker than they can ramp up online advertising. A lot of the bad news is built into the price. Have a proven balance sheet and a strong free cash flow. 16.6% yield.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$4.850
Owned
Unknown
BUY
BUY
September 4, 2009
Generates strong return on capital, pay out strong dividends and have growth. 10.3% yield should be safe.
Generates strong return on capital, pay out strong dividends and have growth. 10.3% yield should be safe.
Andrew Guy, CFA
Portfolio Manager, Sentry Select Capital Corp.
Price
$15.140
Owned
Yes