Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
August 25, 2010
The .UN that people are fixated in is leaving at the end of 2010 but it doesn’t change the nature of the dividend. Comfortable with the cash flow stream. All large cap energy stocks are breaking down.
The .UN that people are fixated in is leaving at the end of 2010 but it doesn’t change the nature of the dividend. Comfortable with the cash flow stream. All large cap energy stocks are breaking down.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$25.290
Owned
Yes
COMMENT
COMMENT
August 25, 2010
Rarely sells after an earnings disappointment. Doesn’t think there is a structural problem with the business. They need to get some clarity on how they will transition into what is in effect a new business model where they will have a growth side.
Rarely sells after an earnings disappointment. Doesn’t think there is a structural problem with the business. They need to get some clarity on how they will transition into what is in effect a new business model where they will have a growth side.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$8.000
Owned
Yes
BUY
BUY
August 25, 2010
Bullish on infrastructure re-build. Continued government spending is very favorable for them.
Aecon Group Inc (ARE-T)
August 25, 2010
Bullish on infrastructure re-build. Continued government spending is very favorable for them.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$11.270
Owned
Yes
DON'T BUY
DON'T BUY
August 25, 2010
The electric business is in the share price. Gas production is being increased in the US and pushing out Canadian exported gas and that is gas that would be on the trans-Canada main line. Prefers Enbridge.
TC Energy (TRP-T)
August 25, 2010
The electric business is in the share price. Gas production is being increased in the US and pushing out Canadian exported gas and that is gas that would be on the trans-Canada main line. Prefers Enbridge.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$37.330
Owned
Unknown
BUY
BUY
August 25, 2010
In any commodity based income trust, you cannot say a dividend is safe. NAL going into 2011 is likely going to maintain its current dividend but there is always risk it could be reduced if the commodity price falls.
NAL Energy Corp (NAE-T)
August 25, 2010
In any commodity based income trust, you cannot say a dividend is safe. NAL going into 2011 is likely going to maintain its current dividend but there is always risk it could be reduced if the commodity price falls.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$9.960
Owned
Unknown
BUY
BUY
August 25, 2010
Continues to like them. Just signed a big contract with the City of New York. The backlog is the largest he has ever seen it.
Continues to like them. Just signed a big contract with the City of New York. The backlog is the largest he has ever seen it.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$11.160
Owned
Yes
SELL
SELL
August 25, 2010
Both MFC and SLF have exposure to an annuity product that was sold during the bull market. People are fixated on the hedging on this. He would not be standing there to catch these names. There are insurance names that are not in these products. Move into another insurance name.
Both MFC and SLF have exposure to an annuity product that was sold during the bull market. People are fixated on the hedging on this. He would not be standing there to catch these names. There are insurance names that are not in these products. Move into another insurance name.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$11.770
Owned
Unknown