Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
March 28, 2018

A primarily light oil producer with assets in Utah. Since 2014 the shares have declined as oil prices have fallen. They issued a lot of equity during their acquisition phase. Debt to cash flow could be lower at almost 2 times, especially since crude oil prices might be near its short term peak. If oil prices hold or go higher, the stock could improve.

A primarily light oil producer with assets in Utah. Since 2014 the shares have declined as oil prices have fallen. They issued a lot of equity during their acquisition phase. Debt to cash flow could be lower at almost 2 times, especially since crude oil prices might be near its short term peak. If oil prices hold or go higher, the stock could improve.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$8.550
Owned
No
BUY
BUY
March 28, 2018

They are in the business of asset management. Their fixed income exposure could be a bit of concern to the market. He is a holder, thinks it is good value and expects a dividend increase going forward. They announced a $5 billion acquisition of a high net worth investment business last week.

They are in the business of asset management. Their fixed income exposure could be a bit of concern to the market. He is a holder, thinks it is good value and expects a dividend increase going forward. They announced a $5 billion acquisition of a high net worth investment business last week.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$11.000
Owned
Yes
PARTIAL BUY
PARTIAL BUY
March 28, 2018

He recommended it around 18 months ago, and it has doubled in price. Drawbacks before: had no international presence and not enough salespeople, but that has turned around, as reflected in the price jump. Earnings growing 10-15% annually. No debt, but pay no dividend. Buy half a position and watch, but don't buy heavily because it may
drop badly during a correction.

Globus Medical (GMED-N)
March 28, 2018

He recommended it around 18 months ago, and it has doubled in price. Drawbacks before: had no international presence and not enough salespeople, but that has turned around, as reflected in the price jump. Earnings growing 10-15% annually. No debt, but pay no dividend. Buy half a position and watch, but don't buy heavily because it may
drop badly during a correction.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$49.260
Owned
Unknown
COMMENT
COMMENT
March 28, 2018

They reported earnings today that were better than market expectations. The opioid crisis is creating some concern among investors in general in this space. Overall a good company that generates a lot of cash.

They reported earnings today that were better than market expectations. The opioid crisis is creating some concern among investors in general in this space. Overall a good company that generates a lot of cash.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$67.590
Owned
Unknown
HOLD
HOLD
March 28, 2018

They have assets all over the world and look for assets out of favour. They have demonstrated the ability to grow their dividends and he would continue to hold it.

They have assets all over the world and look for assets out of favour. They have demonstrated the ability to grow their dividends and he would continue to hold it.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$6.010
Owned
Yes
WEAK BUY
WEAK BUY
March 28, 2018

An excellent auto parts company that recently announced an acquisition that will take them into the agriculture sector. Their Skyjack platforms business is doing well. He likes it and sees it trading cheaply at 5.3 times EBITA and will continue to hold it.

Linamar Corp (LNR-T)
March 28, 2018

An excellent auto parts company that recently announced an acquisition that will take them into the agriculture sector. Their Skyjack platforms business is doing well. He likes it and sees it trading cheaply at 5.3 times EBITA and will continue to hold it.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$67.970
Owned
Yes
TOP PICK
TOP PICK
March 28, 2018

It is only 10 times earnings and great value here. Concerns of Amazon entering into drug distribution appear to be fading due to the strict regulatory requirements. Once their recent acquisition is completed, they will be able to deleverage themselves. Yield 3.2%. (Analysts’ price target is $88.85 )

CVS Health Corp (CVS-N)
March 28, 2018

It is only 10 times earnings and great value here. Concerns of Amazon entering into drug distribution appear to be fading due to the strict regulatory requirements. Once their recent acquisition is completed, they will be able to deleverage themselves. Yield 3.2%. (Analysts’ price target is $88.85 )

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$62.710
Owned
Yes