Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
April 12, 2012
Sell Enbridge (ENB-T) and Buy this one? This is one of the largest natural gas producers in North America. They have some very favourable hedges on natural gas, which helps them out in this difficult period. If gas prices stay low, the dividend might be in jeopardy. If you have a view of owning it for 5-7 years, this might be a good contrarian play.
Encana Corp (ECA-T)
April 12, 2012
Sell Enbridge (ENB-T) and Buy this one? This is one of the largest natural gas producers in North America. They have some very favourable hedges on natural gas, which helps them out in this difficult period. If gas prices stay low, the dividend might be in jeopardy. If you have a view of owning it for 5-7 years, this might be a good contrarian play.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$18.140
Owned
No
COMMENT
COMMENT
April 12, 2012
Diversified power producer with power from hydro and natural gas plants. Recently acquired regulated natural gas assets in the US. Have a coal power purchase agreement that goes out to 2020.
Altagas Ltd (ALA-T)
April 12, 2012
Diversified power producer with power from hydro and natural gas plants. Recently acquired regulated natural gas assets in the US. Have a coal power purchase agreement that goes out to 2020.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$30.600
Owned
Yes
WAIT
WAIT
April 12, 2012
Have entered into a partnership with Emera (EMA-T) where they are trying to buy some assets from the state of Maine. Maine is deciding whether they want Emera to own both the transmission and distribution. This stock is cheap, but that is because of uncertainty.
Have entered into a partnership with Emera (EMA-T) where they are trying to buy some assets from the state of Maine. Maine is deciding whether they want Emera to own both the transmission and distribution. This stock is cheap, but that is because of uncertainty.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$6.110
Owned
Yes
COMMENT
COMMENT
April 12, 2012
Food distributor with roots in Québec. Recently got a new CEO and he will be meeting him to find out his strategy regarding Western Canada where they have some customers. Food distribution is a low-margin business.
Food distributor with roots in Québec. Recently got a new CEO and he will be meeting him to find out his strategy regarding Western Canada where they have some customers. Food distribution is a low-margin business.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$7.100
Owned
No
HOLD
HOLD
April 12, 2012
About 50-50 oil and natural gas. Have some good hedges in place. Well-managed. He was buying when the stock dropped below $20 this week.
About 50-50 oil and natural gas. Have some good hedges in place. Well-managed. He was buying when the stock dropped below $20 this week.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$20.330
Owned
Yes
DON'T BUY
DON'T BUY
April 12, 2012
He doesn't speculate. Prefers companies that generate free cash flow and stay out of bankruptcy.
Air Canada (AC-T)
April 12, 2012
He doesn't speculate. Prefers companies that generate free cash flow and stay out of bankruptcy.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$0.860
Owned
No
COMMENT
COMMENT
April 12, 2012
Brewery. Tough for them to compete. Have a strong following in Alberta but his concern would be if their product has a strong enough niche to compete with the big companies.
Big Rock Brewery (BR-T)
April 12, 2012
Brewery. Tough for them to compete. Have a strong following in Alberta but his concern would be if their product has a strong enough niche to compete with the big companies.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$14.000
Owned
No