Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 17, 2009
3 divisions. 1) Oilfield camps, 2) oilfield tool rentals and 3) temporary workforce accommodation. Converting to a Corp. Very low payout ratio at about 31%. Good revenue. Good growth potential because of what is happening in the Horn River area in B.C. Just announced a partnership with an aboriginal group.
Black Diamond Group (BDI-T)
September 17, 2009
3 divisions. 1) Oilfield camps, 2) oilfield tool rentals and 3) temporary workforce accommodation. Converting to a Corp. Very low payout ratio at about 31%. Good revenue. Good growth potential because of what is happening in the Horn River area in B.C. Just announced a partnership with an aboriginal group.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$14.000
Owned
Yes
TOP PICK
TOP PICK
September 17, 2009
Specializes in heavy oil software. Global clients. Management owns about 16%. No debt. Revenue is like an annuity in that it keeps coming in. 4.6% yield
Specializes in heavy oil software. Global clients. Management owns about 16%. No debt. Revenue is like an annuity in that it keeps coming in. 4.6% yield
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$15.900
Owned
Yes
TOP PICK
TOP PICK
September 17, 2009
Provides overnight time sensitive air cargo in Canada. Trades at a cheap valuation. Management owns about 25%. Payout ratio of about 28% and expects a special dividend in Q4. 50% market share and gradually getting more business.
Cargojet Inc (CJT-T)
September 17, 2009
Provides overnight time sensitive air cargo in Canada. Trades at a cheap valuation. Management owns about 25%. Payout ratio of about 28% and expects a special dividend in Q4. 50% market share and gradually getting more business.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$6.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 17, 2009
(A Top Pick Sept 19/08. Up 17.27%.) Very strong food distributor in Quebec and expanding into Ontario. Converted to a Corp. but still maintain the dividend.
Colabor Group Inc. (GCL-T)
September 17, 2009
(A Top Pick Sept 19/08. Up 17.27%.) Very strong food distributor in Quebec and expanding into Ontario. Converted to a Corp. but still maintain the dividend.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$9.990
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 17, 2009
(A Top Pick Sept 19/08. Up 18.28%.) Retail gas distribution in Western Canada but has expanded into Ontario. Well managed. Will probably acquire some of the Suncor (SU-T) gas stations that have to be divested.
Parkland Fuel Corp (PKI-T)
September 17, 2009
(A Top Pick Sept 19/08. Up 18.28%.) Retail gas distribution in Western Canada but has expanded into Ontario. Well managed. Will probably acquire some of the Suncor (SU-T) gas stations that have to be divested.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$10.100
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 17, 2009
(A Top Pick Sept 19/08. Down 13.91%.) Pension benefits consulting industry. Generates a lot of free cash flow. Acquired some tax losses so when they convert to a Corp. they won't be fully taxed. Still a Buy.
Morneau Shepell Inc (MSI-T)
September 17, 2009
(A Top Pick Sept 19/08. Down 13.91%.) Pension benefits consulting industry. Generates a lot of free cash flow. Acquired some tax losses so when they convert to a Corp. they won't be fully taxed. Still a Buy.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$8.450
Owned
Yes
DON'T BUY
DON'T BUY
September 17, 2009
Think they'll have trouble maintaining the dividends. Have to negotiate their support agreement with their parent, Air Canada.
Chorus Aviation Inc (CHR-T)
September 17, 2009
Think they'll have trouble maintaining the dividends. Have to negotiate their support agreement with their parent, Air Canada.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$3.520
Owned
No