Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 17, 2019
(A Top Pick Dec 15/18, Down 5%) They are expanding insurance operations in Asia. They have excess capital of $2.3 billion. They could do an acquisition or buy back shares. Extremely well run so he continues to like it and hold it.
(A Top Pick Dec 15/18, Down 5%) They are expanding insurance operations in Asia. They have excess capital of $2.3 billion. They could do an acquisition or buy back shares. Extremely well run so he continues to like it and hold it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$48.280
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 17, 2019
(A Top Pick Dec 15/18, Down 20%) Tariffs on steel and aluminum worked against them. They were set back by the closing of all the Sears stores. They raised their dividends for 50 years. 14.5 times earnings. A good company and he is sticking with it.
Stanley Works, The (SWK-N)
January 17, 2019
(A Top Pick Dec 15/18, Down 20%) Tariffs on steel and aluminum worked against them. They were set back by the closing of all the Sears stores. They raised their dividends for 50 years. 14.5 times earnings. A good company and he is sticking with it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$132.650
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 17, 2019
(A Top Pick Dec 15/18, Down 8%) He sold in the $1.90 range. There is talk of them spinning out their cosmetic division but it has not happened yet. He could get back into it. He was unfortunate trading this.
Allergan PLC. (AGN-N)
January 17, 2019
(A Top Pick Dec 15/18, Down 8%) He sold in the $1.90 range. There is talk of them spinning out their cosmetic division but it has not happened yet. He could get back into it. He was unfortunate trading this.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$156.560
Owned
No
HOLD
HOLD
January 17, 2019
Vitamins and health supplements, protein supplements. They missed on earnings. It is a great Canadian company. A pickup in the cold and flu season would benefit them. They are trying to penetrate the Chinese market. They Manufacture in Winsor and Scarborough.
Jamieson Wellness (JWEL-T)
January 17, 2019
Vitamins and health supplements, protein supplements. They missed on earnings. It is a great Canadian company. A pickup in the cold and flu season would benefit them. They are trying to penetrate the Chinese market. They Manufacture in Winsor and Scarborough.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$21.450
Owned
Yes
BUY
BUY
January 17, 2019
The Canadian inventory numbers today were quite bullish for gas. ECA-T has more exposure to US gas, however. It is a reasonable investment for the long term.
Encana Corp (ECA-T)
January 17, 2019
The Canadian inventory numbers today were quite bullish for gas. ECA-T has more exposure to US gas, however. It is a reasonable investment for the long term.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$9.200
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
January 17, 2019
It is a steel distributor with operations in Canada and the US. They distribute whether steel prices are high or low but can get caught when prices move too quickly. A good long term hold.
Russel Metals (RUS-T)
January 17, 2019
It is a steel distributor with operations in Canada and the US. They distribute whether steel prices are high or low but can get caught when prices move too quickly. A good long term hold.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$23.660
Owned
No
DON'T BUY
DON'T BUY
January 17, 2019
Over a number of years are making a transition from coal to natural gas fired power plants. He would prefer to look at the renewables or NPI-T.
Transalta Corp (TA-T)
January 17, 2019
Over a number of years are making a transition from coal to natural gas fired power plants. He would prefer to look at the renewables or NPI-T.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$6.450
Owned
No