Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
November 21, 2018
They have a lot of contracted cash flows. They also have energy storage assets in Europe. They also have a large project in the early stage to produce polypropylene which will go to the big plastic manufacturers in the US.
Inter Pipeline(IPL-T)
November 21, 2018
They have a lot of contracted cash flows. They also have energy storage assets in Europe. They also have a large project in the early stage to produce polypropylene which will go to the big plastic manufacturers in the US.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$22.090
Owned
No
HOLD
HOLD
November 21, 2018
They have operations in US and Canada. They were growing good in US with the housing market. They bought a company in the US with a construction division, which comes with lower margins. It is a well managed company and with the infrastructure spending in both US and Canada, he would continue to hold it.
Stantec Inc(STN-T)
November 21, 2018
They have operations in US and Canada. They were growing good in US with the housing market. They bought a company in the US with a construction division, which comes with lower margins. It is a well managed company and with the infrastructure spending in both US and Canada, he would continue to hold it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$31.130
Owned
Yes
COMMENT
COMMENT
November 21, 2018
It has declined about 50% recently. They produce material for roofs and floors in homes. They have operations in Europe that is less cyclical than the North American business. This is tied to the housing markets.
Norbord Inc(OSB-T)
November 21, 2018
It has declined about 50% recently. They produce material for roofs and floors in homes. They have operations in Europe that is less cyclical than the North American business. This is tied to the housing markets.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$37.070
Owned
No
PAST TOP PICK
PAST TOP PICK
November 21, 2018
(A Top Pick Sep 07/17, Down 4%) This got caught up in the Canadian energy space. They are doing all the right things. They are bringing down their debt. Their recent quarter was good. 6% dividend yield and expect 7-8% dividend growth. Sees good value here.
Enbridge(ENB-T)
November 21, 2018
(A Top Pick Sep 07/17, Down 4%) This got caught up in the Canadian energy space. They are doing all the right things. They are bringing down their debt. Their recent quarter was good. 6% dividend yield and expect 7-8% dividend growth. Sees good value here.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$44.320
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 21, 2018
(A Top Pick Sep 07/17, Up 15%) This is all related to US housing. 40 – 45% of wood demand goes into repairs and renovations. Their product also goes to China and Japan. About 2/3’s of their operations come from the US. They have a good balance sheet. He expects to see US housing industry pick up in the spring.
West Fraser Timber(WFT-T)
November 21, 2018
(A Top Pick Sep 07/17, Up 15%) This is all related to US housing. 40 – 45% of wood demand goes into repairs and renovations. Their product also goes to China and Japan. About 2/3’s of their operations come from the US. They have a good balance sheet. He expects to see US housing industry pick up in the spring.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$70.670
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 21, 2018
(A Top Pick Sep 06/17, Up 18%) They are in the US with 30% of their revenue coming from Latin America. Their thesis was that the offering from Hollywood would improve in 2018. They offer the reclining chairs and adult beverages. He expects the fourth quarter to be tough. They are a good company and continues to hold it.
Cinemark Holdings(CNK-N)
November 21, 2018
(A Top Pick Sep 06/17, Up 18%) They are in the US with 30% of their revenue coming from Latin America. Their thesis was that the offering from Hollywood would improve in 2018. They offer the reclining chairs and adult beverages. He expects the fourth quarter to be tough. They are a good company and continues to hold it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$37.120
Owned
Yes
HOLD
HOLD
November 21, 2018
This is a smaller cap REIT. They put together a lot of car dealerships and collect the rent for the properties. They recently purchased some real estate locations from Auto Canada. It is very stable in Canada. He expects modest distribution growth.
This is a smaller cap REIT. They put together a lot of car dealerships and collect the rent for the properties. They recently purchased some real estate locations from Auto Canada. It is very stable in Canada. He expects modest distribution growth.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$9.770
Owned
Yes