Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 2, 2013

(Market Call Minute.) Buy this if you are going to be patient. There are ongoing concerns about leasing in downtown Manhattan.

(Market Call Minute.) Buy this if you are going to be patient. There are ongoing concerns about leasing in downtown Manhattan.

Dennis Mitchell, CFA
Executive Vice-President & Chief Investment Office, Sentry Select Capital Corp
Price
$17.440
Owned
Yes
COMMENT
COMMENT
August 2, 2013

(Market Call Minute.) Not a fan of lodging REITs. This one has had a lot of difficulty in the last few years.

InnVest Reit (INN.UN-T)
August 2, 2013

(Market Call Minute.) Not a fan of lodging REITs. This one has had a lot of difficulty in the last few years.

Dennis Mitchell, CFA
Executive Vice-President & Chief Investment Office, Sentry Select Capital Corp
Price
$4.030
Owned
No
TOP PICK
TOP PICK
August 2, 2013

The best and largest mall REIT globally. NAV is about $180 with a target price as high as $213. Feels it is worth $185-$186. 2.9% dividend yield.

The best and largest mall REIT globally. NAV is about $180 with a target price as high as $213. Feels it is worth $185-$186. 2.9% dividend yield.

Dennis Mitchell, CFA
Executive Vice-President & Chief Investment Office, Sentry Select Capital Corp
Price
$157.610
Owned
Yes
TOP PICK
TOP PICK
August 2, 2013

Global utility/infrastructure name. Have assets in North America, South America, Europe and Asia. Also, into rail, storage and an Australian terminal. He sees them taking assets out of low single digit ROE investments and putting them into mid-teen ROE assets. Has delivered a 20% compound annual return over the last 5 years and grown its distribution by over 7% a year for the last 3 years. 4.67% yield.

Global utility/infrastructure name. Have assets in North America, South America, Europe and Asia. Also, into rail, storage and an Australian terminal. He sees them taking assets out of low single digit ROE investments and putting them into mid-teen ROE assets. Has delivered a 20% compound annual return over the last 5 years and grown its distribution by over 7% a year for the last 3 years. 4.67% yield.

Dennis Mitchell, CFA
Executive Vice-President & Chief Investment Office, Sentry Select Capital Corp
Price
$38.150
Owned
Yes
TOP PICK
TOP PICK
August 2, 2013

Significantly levered to oil sands development and TransCanada Pipe’s (TRP-T) announcement of the Energy East pipeline benefits this company as well because they have a number of pipelines that will take oil sands into the Hardesty. Should benefit through increased volumes, particularly through their Cold Lake pipeline. Have a couple of expansion projects that should see higher RRs as a result of Energy East. Recently announced a conversion to a Corp which will expand their investor base. Yield of 4.90%.

Inter Pipeline (IPL-T)
August 2, 2013

Significantly levered to oil sands development and TransCanada Pipe’s (TRP-T) announcement of the Energy East pipeline benefits this company as well because they have a number of pipelines that will take oil sands into the Hardesty. Should benefit through increased volumes, particularly through their Cold Lake pipeline. Have a couple of expansion projects that should see higher RRs as a result of Energy East. Recently announced a conversion to a Corp which will expand their investor base. Yield of 4.90%.

Dennis Mitchell, CFA
Executive Vice-President & Chief Investment Office, Sentry Select Capital Corp
Price
$23.160
Owned
Yes
BUY
BUY
August 2, 2013

GPS that tracks commercial vehicles. Company has done well. Earnings are expected to grow from $0.10 in the Sept/13 year, by almost 60% $0.16 in Sept/14. Compared to the present stock price, that gives you a 14-15 times multiple.

GPS that tracks commercial vehicles. Company has done well. Earnings are expected to grow from $0.10 in the Sept/13 year, by almost 60% $0.16 in Sept/14. Compared to the present stock price, that gives you a 14-15 times multiple.

Robert McWhirter
President, Selective Asset Management
Price
$1.900
Owned
Unknown
COMMENT
COMMENT
August 2, 2013

Have filters to extract extremely high proteins and components from plasma. Have a new drug PB1450 that is going into clinical trials in September and seems to do a really good job with exotic diseases. Expected to have decent earnings again in 2014.

Have filters to extract extremely high proteins and components from plasma. Have a new drug PB1450 that is going into clinical trials in September and seems to do a really good job with exotic diseases. Expected to have decent earnings again in 2014.

Robert McWhirter
President, Selective Asset Management
Price
$0.430
Owned
Yes