Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
November 21, 2018
They are based in Saskatchewan and big in lentils and pulses. Management has tabled a proposal to take the company private at $17. India is the biggest market for lentils but right now Indian demand is weak. The key will be when the investors see the package for privatization at about $17 which he thinks is too low. He will wait to see the offer in writing before he comments further.
They are based in Saskatchewan and big in lentils and pulses. Management has tabled a proposal to take the company private at $17. India is the biggest market for lentils but right now Indian demand is weak. The key will be when the investors see the package for privatization at about $17 which he thinks is too low. He will wait to see the offer in writing before he comments further.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$16.140
Owned
Yes
HOLD
HOLD
November 21, 2018
He thinks it is a good long term hold. They have been making acquisitions. It is extremely well run with a good focus on costs. He expects continued growth and modest dividend increases.
Bank of Nova Scotia (BNS-T)
November 21, 2018
He thinks it is a good long term hold. They have been making acquisitions. It is extremely well run with a good focus on costs. He expects continued growth and modest dividend increases.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$70.280
Owned
Yes
DON'T BUY
DON'T BUY
November 21, 2018
They have assets in New Brunswick and Maine. A lot of the forestry stocks have experienced a downturn because of slowdown in US housing market. He likes West Fraser and Interfor.
Acadian Timber Corp (ADN-T)
November 21, 2018
They have assets in New Brunswick and Maine. A lot of the forestry stocks have experienced a downturn because of slowdown in US housing market. He likes West Fraser and Interfor.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$15.640
Owned
No
HOLD
HOLD
November 21, 2018
They continue to provide good earnings. They sold it too early. He thinks valuation is too high. Well run company, generating a lot of cash flow. This should be a long term hold.
Microsoft (MSFT-Q)
November 21, 2018
They continue to provide good earnings. They sold it too early. He thinks valuation is too high. Well run company, generating a lot of cash flow. This should be a long term hold.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$103.110
Owned
No
HOLD
HOLD
November 21, 2018
This is a mid cap Canadian Energy player with operations in France, Netherlands and Australia. It should be a long term hold. He thinks there is good value in it and continues to hold it.
This is a mid cap Canadian Energy player with operations in France, Netherlands and Australia. It should be a long term hold. He thinks there is good value in it and continues to hold it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$33.430
Owned
Yes
BUY
BUY
November 21, 2018
They are a low cost producer. They have operations in Bangladesh, Honduras, and Nicaragua. They have a good balance sheet. He likes it and will continue to do well and continue to innovate into new product lines.
They are a low cost producer. They have operations in Bangladesh, Honduras, and Nicaragua. They have a good balance sheet. He likes it and will continue to do well and continue to innovate into new product lines.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$41.480
Owned
No
HOLD
HOLD
November 21, 2018
This is an energy infrastructure company, natural gas processing, and storage with operations in both Canada and the US. They are doing some new projects. A very well managed company. He likes the company with their growth prospects going forward. He would continue to hold it.
Keyera Corp (KEY-T)
November 21, 2018
This is an energy infrastructure company, natural gas processing, and storage with operations in both Canada and the US. They are doing some new projects. A very well managed company. He likes the company with their growth prospects going forward. He would continue to hold it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$29.260
Owned
Yes