Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 17, 2019
Pipeline assets and they are building a PDH plant in Alberta. It is a big capital project. He would buy it here. They may do a preferred or equity issue later in the year. The yield is a reflection of what happened in December. There is not a lot of international investors buying energy names. He thinks they will continue to pay the dividend.
Inter Pipeline(IPL-T)
January 17, 2019
Pipeline assets and they are building a PDH plant in Alberta. It is a big capital project. He would buy it here. They may do a preferred or equity issue later in the year. The yield is a reflection of what happened in December. There is not a lot of international investors buying energy names. He thinks they will continue to pay the dividend.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$21.270
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
January 17, 2019
He likes it. They are a leader with operations in Central America. They now have a contract with Wal-Mart. He likes it and if the market gets nervous this where participants will go.
He likes it. They are a leader with operations in Central America. They now have a contract with Wal-Mart. He likes it and if the market gets nervous this where participants will go.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$43.280
Owned
Unknown
DON'T BUY
DON'T BUY
January 17, 2019
It was one of the original restaurant royalty income companies. They have expanded quite rapidly. Their same store sales growth has been slowing and their payout ratio is slightly over 100%. He prefers to own the whole company and see it reinvesting in the business.
It was one of the original restaurant royalty income companies. They have expanded quite rapidly. Their same store sales growth has been slowing and their payout ratio is slightly over 100%. He prefers to own the whole company and see it reinvesting in the business.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$16.960
Owned
No
DON'T BUY
DON'T BUY
January 17, 2019
Fertilizer & grass seed. There is more demand in the spring and summer. They supply the Cannabis industry. It has had a run-up. He only looks at it for its traditional businesses. He prefers more stability in the cash flow.
Fertilizer & grass seed. There is more demand in the spring and summer. They supply the Cannabis industry. It has had a run-up. He only looks at it for its traditional businesses. He prefers more stability in the cash flow.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$68.260
Owned
No
WATCH
WATCH
January 17, 2019
It dropped because Husky dropped their bid for the company. Can MEG make it on its own or are there other potential buyers – he would not hold his breath. It will continue to de-lever and become more attractive in the marketplace. Another potential bidder may not have to be in a hurry to buy it.
MEG Energy Corp(MEG-T)
January 17, 2019
It dropped because Husky dropped their bid for the company. Can MEG make it on its own or are there other potential buyers – he would not hold his breath. It will continue to de-lever and become more attractive in the marketplace. Another potential bidder may not have to be in a hurry to buy it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$5.500
Owned
No
DON'T BUY
DON'T BUY
January 17, 2019
They buy operating businesses. They have a large portfolio. He would prefer to have a closer look at their companies and because there are so many he shies away from it.
Alaris Royalty(AD-T)
January 17, 2019
They buy operating businesses. They have a large portfolio. He would prefer to have a closer look at their companies and because there are so many he shies away from it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$18.670
Owned
No
WATCH
WATCH
January 17, 2019
They have a Caterpillar franchise out west and are in Latin America. They have a facility where they remanufacture Caterpillar parts. If you think there are legs left in the mining cycle you could add to it.
Finning Int(FTT-T)
January 17, 2019
They have a Caterpillar franchise out west and are in Latin America. They have a facility where they remanufacture Caterpillar parts. If you think there are legs left in the mining cycle you could add to it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$25.770
Owned
No