Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 14, 2017

(A Top Pick Oct 13/16, Up 24%) HD-N is the number one player. He thinks if there is room for improvement here then he would go into this one. It does not have the premium valuation of HD-N.

(A Top Pick Oct 13/16, Up 24%) HD-N is the number one player. He thinks if there is room for improvement here then he would go into this one. It does not have the premium valuation of HD-N.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$85.580
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 14, 2017

(A Top Pick Oct 13/16, Up 19%) There is concern about how much they have to spend to build out the Wind network. He decided to take his profits.

(A Top Pick Oct 13/16, Up 19%) There is concern about how much they have to spend to build out the Wind network. He decided to take his profits.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$29.490
Owned
No
PAST TOP PICK
PAST TOP PICK
December 14, 2017

(A Top Pick Oct 13/16, Up 8%) They build a lot of satellites for a lot of defense agencies around the world. He thinks it will get a valuation more in tune with US satellite companies. He continues to hold it and likes the prospects. They bought digital global and so should find it easier to win US contracts.

Maxar Technologies (MAXR-T)
December 14, 2017

(A Top Pick Oct 13/16, Up 8%) They build a lot of satellites for a lot of defense agencies around the world. He thinks it will get a valuation more in tune with US satellite companies. He continues to hold it and likes the prospects. They bought digital global and so should find it easier to win US contracts.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$84.280
Owned
Yes
TOP PICK
TOP PICK
December 14, 2017

They have done really well in Asia over the last 5 years. They have grown it at 30%. He sees good growth there. They have done a great job of getting away from capital heavy businesses into capital light businesses. 12 times earnings, good valuation and a very solid company. (Analysts’ target: $54.00).

They have done really well in Asia over the last 5 years. They have grown it at 30%. He sees good growth there. They have done a great job of getting away from capital heavy businesses into capital light businesses. 12 times earnings, good valuation and a very solid company. (Analysts’ target: $54.00).

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$51.750
Owned
Yes
TOP PICK
TOP PICK
December 14, 2017

They are the maker of Botox. They have a drug for dry eye syndrome that will come off patent but his analysis of the case for losing all revenue from the drug has them still doing well. They have a good drug pipeline. (Analysts’ target: $225.00).

Allergan PLC. (AGN-N)
December 14, 2017

They are the maker of Botox. They have a drug for dry eye syndrome that will come off patent but his analysis of the case for losing all revenue from the drug has them still doing well. They have a good drug pipeline. (Analysts’ target: $225.00).

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$170.940
Owned
Yes
BUY
BUY
December 14, 2017

They are winning a lot of business from OEMs as they outsource part of the design of engine blocks. They have another industrial division, Skyjack. Last year they had a contract that was cancelled. He likes them. They are really well managed. It might too early to call an end to car purchases. He likes this one and thinks it is a good buy right here.

Linamar Corp (LNR-T)
December 14, 2017

They are winning a lot of business from OEMs as they outsource part of the design of engine blocks. They have another industrial division, Skyjack. Last year they had a contract that was cancelled. He likes them. They are really well managed. It might too early to call an end to car purchases. He likes this one and thinks it is a good buy right here.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$65.020
Owned
Yes
WEAK BUY
WEAK BUY
December 14, 2017

Almost 10% dividend. It specializes in children’s content and woman’s content. They have too much debt but are paying it down. Dividend coverage is getting a bit close. There is a large holding by Shaw so you never know when they will sell more of it.

Almost 10% dividend. It specializes in children’s content and woman’s content. They have too much debt but are paying it down. Dividend coverage is getting a bit close. There is a large holding by Shaw so you never know when they will sell more of it.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$11.580
Owned
No