Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
November 29, 2017

Prefers US banks over Canadian banks, as he expects there will be a little more loan growth, especially if you consider that US households have a lot less than Canadian households. This bank has had a fantastic run. It is amongst the large cap banks, so has the most exposure to rising US interest rates.

Bank of America (BAC-N)
November 29, 2017

Prefers US banks over Canadian banks, as he expects there will be a little more loan growth, especially if you consider that US households have a lot less than Canadian households. This bank has had a fantastic run. It is amongst the large cap banks, so has the most exposure to rising US interest rates.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$28.280
Owned
No
BUY WEAKNESS
BUY WEAKNESS
November 29, 2017

This bank gives you a huge deposit base in the US. They have an under leveraged deposit base, so they can issue a lot more loans. However, there are still household debt concerns. This would show up through slower loan growth, which probably weighs on earnings growth. He would try to get this on a pullback. Dividend yield of 3.2%.

Toronto Dominion (TD-T)
November 29, 2017

This bank gives you a huge deposit base in the US. They have an under leveraged deposit base, so they can issue a lot more loans. However, there are still household debt concerns. This would show up through slower loan growth, which probably weighs on earnings growth. He would try to get this on a pullback. Dividend yield of 3.2%.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$75.050
Owned
Yes
COMMENT
COMMENT
November 29, 2017

He really likes management. The dividend is safe. This business grows at about GDP. If they are able to create low cost capacity, they may be able to increase their market share slightly, but the free cash flow yield on this is relatively high. To him, the right price is below $20.

He really likes management. The dividend is safe. This business grows at about GDP. If they are able to create low cost capacity, they may be able to increase their market share slightly, but the free cash flow yield on this is relatively high. To him, the right price is below $20.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$21.570
Owned
No
COMMENT
COMMENT
November 29, 2017

Manulife (MFC-T) or Sun Life (SLF-T)? Insurance companies tend to move up and down with interest rates. If you continue to see the interest rates gradually move up, it will be a positive. ROE’s are decent. Both are benefiting from what is happening in Asia. Both companies are fine.

Manulife Financial (MFC-T)
November 29, 2017

Manulife (MFC-T) or Sun Life (SLF-T)? Insurance companies tend to move up and down with interest rates. If you continue to see the interest rates gradually move up, it will be a positive. ROE’s are decent. Both are benefiting from what is happening in Asia. Both companies are fine.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$27.090
Owned
No
COMMENT
COMMENT
November 29, 2017

Manulife (MFC-T) or Sun Life (SLF-T)? Insurance companies tend to move up and down with interest rates. If you continue to see the interest rates gradually move up, it will be a positive. ROE’s are decent. Both are benefiting from what is happening in Asia. Both companies are fine.

Manulife (MFC-T) or Sun Life (SLF-T)? Insurance companies tend to move up and down with interest rates. If you continue to see the interest rates gradually move up, it will be a positive. ROE’s are decent. Both are benefiting from what is happening in Asia. Both companies are fine.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$50.890
Owned
Yes
PARTIAL SELL
PARTIAL SELL
November 29, 2017

A Chinese company is offering to acquire this at $20.37. There is still uncertainty. If you own, he would consider selling some of your holdings.

Aecon Group Inc (ARE-T)
November 29, 2017

A Chinese company is offering to acquire this at $20.37. There is still uncertainty. If you own, he would consider selling some of your holdings.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$19.590
Owned
Unknown
COMMENT
COMMENT
November 29, 2017

He likes this company. Very well diversified with a very attractive dividend yield. In recent years they’ve increased their US exposure. It is so well diversified that you can bank on pretty moderate but stable cash flow and cash flow growth for the foreseeable future.

He likes this company. Very well diversified with a very attractive dividend yield. In recent years they’ve increased their US exposure. It is so well diversified that you can bank on pretty moderate but stable cash flow and cash flow growth for the foreseeable future.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$20.980
Owned
Yes