Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
March 28, 2018

He knows this company well. It provides equipment to the semi-conductor sector. As the tariff threat against China has heated up, the company is at risk since 19% of their sales is to China. He owns it based on the current valuation.

He knows this company well. It provides equipment to the semi-conductor sector. As the tariff threat against China has heated up, the company is at risk since 19% of their sales is to China. He owns it based on the current valuation.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$54.060
Owned
Yes
WEAK BUY
WEAK BUY
March 28, 2018

He does not own this presently. A great franchise in Quebec that is slowly expanding west. It is likely near the high end of its valuation. He would buy it on a pullback.

He does not own this presently. A great franchise in Quebec that is slowly expanding west. It is likely near the high end of its valuation. He would buy it on a pullback.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$60.290
Owned
No
WEAK BUY
WEAK BUY
March 28, 2018

They have expanded into some US markets and it has done well. It trades at a discount to other REITs and he likes owning it here.

They have expanded into some US markets and it has done well. It trades at a discount to other REITs and he likes owning it here.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$13.610
Owned
Yes
COMMENT
COMMENT
March 28, 2018

Originally this was a US income trust with facilities in South Dakota, which expanded into specialized medical facilities in Oklahoma and California. The issue is that some of the changes with healthcare regulation on private procedure reimbursements has created headwinds.

Originally this was a US income trust with facilities in South Dakota, which expanded into specialized medical facilities in Oklahoma and California. The issue is that some of the changes with healthcare regulation on private procedure reimbursements has created headwinds.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$13.830
Owned
No
BUY
BUY
March 28, 2018

Management owns a great deal of this company and he sees it as well run. It focuses on shopping and retail in Atlantic Canada and Quebec. He expects another distribution increase. He sees management as very active and engaged. He would love to own it, but can’t get the size they would want.

Management owns a great deal of this company and he sees it as well run. It focuses on shopping and retail in Atlantic Canada and Quebec. He expects another distribution increase. He sees management as very active and engaged. He would love to own it, but can’t get the size they would want.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$4.010
Owned
No
BUY
BUY
March 28, 2018

The main business is buying housing the US and renting them out. With rentals tight in the US market, it has done very well. It is looking to expand into building luxury units in big markets like Toronto. He owns it and would buy more here.

The main business is buying housing the US and renting them out. With rentals tight in the US market, it has done very well. It is looking to expand into building luxury units in big markets like Toronto. He owns it and would buy more here.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$9.790
Owned
Yes
DON'T BUY
DON'T BUY
March 28, 2018

There is an aviation and manufacturing division within this company. As a conglomerate it usually trades at a discount. There was a short selling investor who had issues with some of their acquisitions in the past. Some lower margin leasing activity in the aviation division may also be creating some uncertainty with investors.

Exchange Income (EIF-T)
March 28, 2018

There is an aviation and manufacturing division within this company. As a conglomerate it usually trades at a discount. There was a short selling investor who had issues with some of their acquisitions in the past. Some lower margin leasing activity in the aviation division may also be creating some uncertainty with investors.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$30.640
Owned
No