Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 4, 2011
Largest coal handling terminal in the west part of the western hemisphere. Asian demand for metallurgical coal is really growing, which has helped them. Really started to run up in late 2010. Converted from an income trust to a stapled (?) unit. No debt. Got too pricey for him so sold his position.
Largest coal handling terminal in the west part of the western hemisphere. Asian demand for metallurgical coal is really growing, which has helped them. Really started to run up in late 2010. Converted from an income trust to a stapled (?) unit. No debt. Got too pricey for him so sold his position.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$22.500
Owned
No
DON'T BUY
DON'T BUY
March 4, 2011
Good company but became too overextended as they made acquisitions. Too much debt and the payout ratio is too high. Expect they may have to raise equity in 2011. He owns the bonds.
Good company but became too overextended as they made acquisitions. Too much debt and the payout ratio is too high. Expect they may have to raise equity in 2011. He owns the bonds.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$17.460
Owned
Yes
WATCH
WATCH
March 4, 2011
Doesn’t pay a dividend so he doesn’t own but is following it. Also very volatile. Have to come out with new products that resonate with consumers. In the last 6 months it has gravitated from a growth stock to a value stock. Would prefer it at a lower price.
BlackBerry (BB-T)
March 4, 2011
Doesn’t pay a dividend so he doesn’t own but is following it. Also very volatile. Have to come out with new products that resonate with consumers. In the last 6 months it has gravitated from a growth stock to a value stock. Would prefer it at a lower price.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$64.530
Owned
No
COMMENT
COMMENT
March 4, 2011
Primarily focused on natural gas. Currently natural gas outlook is not good but inventory figures show it is at the 5-year level. Pricing will probably not get better until late 2012. If you own, consider taking some profit.
Primarily focused on natural gas. Currently natural gas outlook is not good but inventory figures show it is at the 5-year level. Pricing will probably not get better until late 2012. If you own, consider taking some profit.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$21.300
Owned
No
HOLD
HOLD
March 4, 2011
About 50-50 on oil and natural gas. Currently their capital spending is directed towards oil. Payout ration is about 40%. Expect with current oil prices they’ll be able to sustain the dividend.
About 50-50 on oil and natural gas. Currently their capital spending is directed towards oil. Payout ration is about 40%. Expect with current oil prices they’ll be able to sustain the dividend.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$11.100
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
March 4, 2011
A lot of competition in the telecom space. Price is getting to a point where it is more interesting and would definitely be interested around $32-$33. Raises a lot of free cash flow. Raised their dividend this last quarter.
A lot of competition in the telecom space. Price is getting to a point where it is more interesting and would definitely be interested around $32-$33. Raises a lot of free cash flow. Raised their dividend this last quarter.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$33.930
Owned
No
BUY
BUY
March 4, 2011
Big blue chip utility. Primarily pipeline and power. Pipeline is about 70% of their EBITDA. Analysts think they can grow dividends over the next couple of years as they have growth projects coming on. Bought some power assets in New York state, which some analysts feel will start to perform a bit better. If you have a longer-term outlook, this would be a good one to own. 4% yield.
TC Energy (TRP-T)
March 4, 2011
Big blue chip utility. Primarily pipeline and power. Pipeline is about 70% of their EBITDA. Analysts think they can grow dividends over the next couple of years as they have growth projects coming on. Bought some power assets in New York state, which some analysts feel will start to perform a bit better. If you have a longer-term outlook, this would be a good one to own. 4% yield.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$38.550
Owned
Unknown