Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
April 12, 2012
Most of their apartments are in trouble Ontario with some in Alberta. Payout ratio is about 95%. 6.25% yield.
Most of their apartments are in trouble Ontario with some in Alberta. Payout ratio is about 95%. 6.25% yield.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$11.940
Owned
Yes
HOLD
HOLD
April 12, 2012
They have just agreed to merge with Pengrowth Energy (PGF-T) and he thinks the outlook is good. They will be getting some access to light oil.
NAL Energy Corp (NAE-T)
April 12, 2012
They have just agreed to merge with Pengrowth Energy (PGF-T) and he thinks the outlook is good. They will be getting some access to light oil.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$7.690
Owned
Unknown
DON'T BUY
DON'T BUY
April 12, 2012
Power producer with assets in Western Canada and the Pacific Northwest. One out their Sundance plants went down. They are in a dispute with Trans Canada (TRP-T) and if they are found to be liable, it would take about $100 million to refurbish the plant. Also have some higher cost coal plants.
Transalta Corp (TA-T)
April 12, 2012
Power producer with assets in Western Canada and the Pacific Northwest. One out their Sundance plants went down. They are in a dispute with Trans Canada (TRP-T) and if they are found to be liable, it would take about $100 million to refurbish the plant. Also have some higher cost coal plants.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$17.650
Owned
No
COMMENT
COMMENT
April 12, 2012
A marketer of natural gas and electricity contracts. There have been issues in the US because of foreclosures of houses. He owns some of their convertible debentures.
A marketer of natural gas and electricity contracts. There have been issues in the US because of foreclosures of houses. He owns some of their convertible debentures.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$13.800
Owned
Yes
COMMENT
COMMENT
April 12, 2012
Franchise coffee shops in Canada. Seem to be doing well. Spend some money on store renovations. His concern would be there competition with Starbucks (SBUX-Q), which has deeper pockets.
Franchise coffee shops in Canada. Seem to be doing well. Spend some money on store renovations. His concern would be there competition with Starbucks (SBUX-Q), which has deeper pockets.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$7.160
Owned
No
DON'T BUY
DON'T BUY
April 12, 2012
Whenever possible, he likes to own the parent company, which is private. Their payout ratio is very high. He prefers Pizza Pizza (PZA.UN-T) and A&W (AW.UN-T).
Whenever possible, he likes to own the parent company, which is private. Their payout ratio is very high. He prefers Pizza Pizza (PZA.UN-T) and A&W (AW.UN-T).
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$18.200
Owned
No
BUY WEAKNESS
BUY WEAKNESS
April 12, 2012
Primarily light oil. Big dominant player in Saskatchewan. Because of the 2 strong days in the market, he would wait for a bit of a pullback.
Primarily light oil. Big dominant player in Saskatchewan. Because of the 2 strong days in the market, he would wait for a bit of a pullback.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$42.170
Owned
Yes