Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 7, 2010
BRIC ETF. Would prefer to see people going with India or China ETFs. Brazil is a little redundant given the Canadian resource economy and not interested in Russia.
BRIC ETF. Would prefer to see people going with India or China ETFs. Brazil is a little redundant given the Canadian resource economy and not interested in Russia.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$27.320
Owned
No
PAST TOP PICK
PAST TOP PICK
July 7, 2010
(A Top Pick Jan 25/10. Up 0.75%.) Short bond index ETF with a duration of about 2.7 years. For conservative investors.
(A Top Pick Jan 25/10. Up 0.75%.) Short bond index ETF with a duration of about 2.7 years. For conservative investors.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$28.990
Owned
Yes
COMMENT
COMMENT
July 7, 2010
Canadian bond market ETF with a duration of about 5 years. For conservative investors.
Canadian bond market ETF with a duration of about 5 years. For conservative investors.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$29.720
Owned
Yes
TOP PICK
TOP PICK
July 7, 2010
World's largest semiconductor chipmaker based on revenue. Grown dividends by 23% over the last 5 years. Have $2.93 cash per share. Huge demand in Asia and emerging markets as well as Apple and RIM products. Trading at about 10X 2011 earnings.
Intel (INTC-Q)
July 7, 2010
World's largest semiconductor chipmaker based on revenue. Grown dividends by 23% over the last 5 years. Have $2.93 cash per share. Huge demand in Asia and emerging markets as well as Apple and RIM products. Trading at about 10X 2011 earnings.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$20.143
Owned
Yes
TOP PICK
TOP PICK
July 7, 2010
Distributes supplies such as wound management, chairs, furniture, etc. to retirement homes. Well run. Have already cut their distributions. Trades at 6 times EBITDA.
Distributes supplies such as wound management, chairs, furniture, etc. to retirement homes. Well run. Have already cut their distributions. Trades at 6 times EBITDA.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$9.200
Owned
Yes
TOP PICK
TOP PICK
July 7, 2010
Largest trucking firm in Canada and includes less-than-truckload and specialized truckload service. Also has a waste management division, which market is not ascribing any value to. Starting to see volumes pick up in trucking. Paying down debt. 4% dividend.
Largest trucking firm in Canada and includes less-than-truckload and specialized truckload service. Also has a waste management division, which market is not ascribing any value to. Starting to see volumes pick up in trucking. Paying down debt. 4% dividend.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$8.860
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 7, 2010
(A Top Pick Sept 17/09. Up 37.5%.) Provide workforce accommodation in the oil/gas industry. Expanding and signing new agreements. Also has exposure in the US now. Sold at around $20.50. Would look at it in the $17-$18 range.
(A Top Pick Sept 17/09. Up 37.5%.) Provide workforce accommodation in the oil/gas industry. Expanding and signing new agreements. Also has exposure in the US now. Sold at around $20.50. Would look at it in the $17-$18 range.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$18.250
Owned
No