Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 28, 2016

(Top Pick Jul 02/15, Up 11.61%) He switched to names like Boston Properties. It is a good core holding, but he prefers other names in his global fund.

(Top Pick Jul 02/15, Up 11.61%) He switched to names like Boston Properties. It is a good core holding, but he prefers other names in his global fund.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$105.510
Owned
No
BUY WEAKNESS
BUY WEAKNESS
July 28, 2016

The number of people over 65 is going to double over the next 25 years. In 3 of the last 4 years, demand has exceeded supply. They have done a great job of sourcing and building their margins. Wait for a pullback.

The number of people over 65 is going to double over the next 25 years. In 3 of the last 4 years, demand has exceeded supply. They have done a great job of sourcing and building their margins. Wait for a pullback.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$15.640
Owned
Yes
WATCH
WATCH
July 28, 2016

He does not own it because although they have a lot of cash on the balance sheet, it was because of a divestiture. It looks like they are in a position to deploy the cash. He does not know what they are going to buy so he is waiting to see. He prefers CSH.UN-T.

He does not own it because although they have a lot of cash on the balance sheet, it was because of a divestiture. It looks like they are in a position to deploy the cash. He does not know what they are going to buy so he is waiting to see. He prefers CSH.UN-T.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$8.190
Owned
No
DON'T BUY
DON'T BUY
July 28, 2016

He would be reluctant to put it in his portfolio given the competition and the decline in foot traffic in the US. The valuation and long term growth potential keeps him out of it. Prefers TJX-N.

Tapestry Inc. (TPR-N)
July 28, 2016

He would be reluctant to put it in his portfolio given the competition and the decline in foot traffic in the US. The valuation and long term growth potential keeps him out of it. Prefers TJX-N.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$42.800
Owned
No
DON'T BUY
DON'T BUY
July 28, 2016

It is tough to get comfortable with them because the Canadian consumer is so highly leveraged. He would prefer to own a bank.

It is tough to get comfortable with them because the Canadian consumer is so highly leveraged. He would prefer to own a bank.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$28.750
Owned
Unknown
BUY
BUY
July 28, 2016

It has tremendous long term growth potential. Even today’s valuation is not all that expensive. They do a god job of getting mobile advertising dollars. They have significant market share in the cloud.

It has tremendous long term growth potential. Even today’s valuation is not all that expensive. They do a god job of getting mobile advertising dollars. They have significant market share in the cloud.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$765.840
Owned
Yes
BUY
BUY
July 28, 2016

Real estate outside of North America. It used to be the German Post Office. Management recognized single tenant concentration risk. They now have exposure elsewhere in Germany and other parts of Europe. The yield is attractive and sustainable.

Real estate outside of North America. It used to be the German Post Office. Management recognized single tenant concentration risk. They now have exposure elsewhere in Germany and other parts of Europe. The yield is attractive and sustainable.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$9.070
Owned
Unknown