Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
November 29, 2017

He would buy this when it is down. An energy infrastructure company, but doesn’t get credit that a lot of its operating profit is not particularly commodity sensitive. Has great renewable energy contracts, 20-25 years duration, indexed to inflation. On top of that, there is a US acquisition they will be completing next year, which reduces their commodity price exposure even further. Hopefully that causes the stock to get re-rated. Dividend yield of 7.6%.

Altagas Ltd (ALA-T)
November 29, 2017

He would buy this when it is down. An energy infrastructure company, but doesn’t get credit that a lot of its operating profit is not particularly commodity sensitive. Has great renewable energy contracts, 20-25 years duration, indexed to inflation. On top of that, there is a US acquisition they will be completing next year, which reduces their commodity price exposure even further. Hopefully that causes the stock to get re-rated. Dividend yield of 7.6%.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$29.030
Owned
Yes
BUY
BUY
November 29, 2017

Trades at a decent valuation. Only about 35% of travel bookings are done online. People still use travel agents. This is a great emerging market story, because as per capital income rises in emerging markets, you are going to see travel spending increasing significantly.

Trades at a decent valuation. Only about 35% of travel bookings are done online. People still use travel agents. This is a great emerging market story, because as per capital income rises in emerging markets, you are going to see travel spending increasing significantly.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$1734.450
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 29, 2017

(A Top Pick Nov 23/16. Up 33%.) Involved in a couple of oligopolies, online search, online video and ad spending, and has a ton of cash they can deploy into areas that are going to grow hand over fist in the next decade. It isn’t trading at all that much of a premium to the S&P 500 in the context of its growth rate.

(A Top Pick Nov 23/16. Up 33%.) Involved in a couple of oligopolies, online search, online video and ad spending, and has a ton of cash they can deploy into areas that are going to grow hand over fist in the next decade. It isn’t trading at all that much of a premium to the S&P 500 in the context of its growth rate.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$1037.380
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 29, 2017

(A Top Pick Nov 23/16. 0%.) A lot of concerns that surround this company are reflected in the valuation. They are in line with where it has been historically. Has a lot of operational room to offset some of the headwinds.

Loblaw Companies Ltd (L-T)
November 29, 2017

(A Top Pick Nov 23/16. 0%.) A lot of concerns that surround this company are reflected in the valuation. They are in line with where it has been historically. Has a lot of operational room to offset some of the headwinds.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$68.180
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 29, 2017

(A Top Pick Nov 23/16. Down 35%.) This is dirt cheap, trading at about 10X earnings. Reduced their guidance because there were some inventory issues at Office Depot and Toys “R” Us. Very well diversified. They’ve merged with Jardin, and going forward are going to be able to get a lot of synergies that ultimately support the earnings growth. Valuation is so compelling that it is tough to make an argument not to pick some up. Dividend yield of 3%.

Newell Brands Inc (NWL-N)
November 29, 2017

(A Top Pick Nov 23/16. Down 35%.) This is dirt cheap, trading at about 10X earnings. Reduced their guidance because there were some inventory issues at Office Depot and Toys “R” Us. Very well diversified. They’ve merged with Jardin, and going forward are going to be able to get a lot of synergies that ultimately support the earnings growth. Valuation is so compelling that it is tough to make an argument not to pick some up. Dividend yield of 3%.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$30.510
Owned
Yes
SELL
SELL
November 29, 2017

Sell and buy Enbridge (ENB-T)? You are on the right track. He would get rid of this and buy Enbridge. With energy infrastructure, you are getting very predictable cash flows. It is tough not to like Enbridge considering that it accounts for about two thirds of the oil that crosses over the Canadian and US border. Also has a backlog of over $25 billion that they should be able to execute pretty seamlessly. That translates into mid-single digits/high single digits cash flow growth.

Husky Energy (HSE-T)
November 29, 2017

Sell and buy Enbridge (ENB-T)? You are on the right track. He would get rid of this and buy Enbridge. With energy infrastructure, you are getting very predictable cash flows. It is tough not to like Enbridge considering that it accounts for about two thirds of the oil that crosses over the Canadian and US border. Also has a backlog of over $25 billion that they should be able to execute pretty seamlessly. That translates into mid-single digits/high single digits cash flow growth.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$15.270
Owned
Unknown
HOLD
HOLD
November 29, 2017

He continues to like this. The demand/supply fundamentals are great. CHMC just released an apartment survey and their outlook for vacancies in major metropolitan city centres are absurdly low in Toronto, Montréal and Ottawa. This one tends to be focused in eastern Canada, and are definitely going to benefit from that low vacancy rate. Also, management spent a ton of money in the last 10 years reinvesting in their properties, allowing them to charge a little more for rent.

He continues to like this. The demand/supply fundamentals are great. CHMC just released an apartment survey and their outlook for vacancies in major metropolitan city centres are absurdly low in Toronto, Montréal and Ottawa. This one tends to be focused in eastern Canada, and are definitely going to benefit from that low vacancy rate. Also, management spent a ton of money in the last 10 years reinvesting in their properties, allowing them to charge a little more for rent.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$37.010
Owned
Yes