Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 17, 2019
A mid-cap producer. They reduced their capital budget yesterday as a reflection on prices. He'd like to see them reduce their debt even more.
Surge Energy Inc (SGY-T)
January 17, 2019
A mid-cap producer. They reduced their capital budget yesterday as a reflection on prices. He'd like to see them reduce their debt even more.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$1.360
Owned
No
DON'T BUY
DON'T BUY
January 17, 2019
Involved in a duopoly in Canada. They bought a maple syrup company and debt levels went up. Sugar in Canada is a slow growth business and he is concerned about their payout ratio.
Rogers Sugar Inc (RSI-T)
January 17, 2019
Involved in a duopoly in Canada. They bought a maple syrup company and debt levels went up. Sugar in Canada is a slow growth business and he is concerned about their payout ratio.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$5.610
Owned
Unknown
BUY
BUY
January 17, 2019
This would be a good entry point. They process natural gas, taking out hydrogen, water and methane. They have US operations and storage facilities. They have a conservative balance sheet and a history of raising their dividend. It is well run.
Keyera Corp (KEY-T)
January 17, 2019
This would be a good entry point. They process natural gas, taking out hydrogen, water and methane. They have US operations and storage facilities. They have a conservative balance sheet and a history of raising their dividend. It is well run.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$28.250
Owned
No
WEAK BUY
WEAK BUY
January 17, 2019
Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$109.000
Owned
Unknown
BUY
BUY
January 17, 2019
Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$259.090
Owned
Unknown
COMMENT
COMMENT
January 17, 2019
A lot of the forestry stocks had a correction in December. OSB-T have operations in the UK also. He can't comment on the sustainability of the dividend but if you want torque and believe housing will re-accelerate, then this would be a name to buy.
Norbord Inc (OSB-T)
January 17, 2019
A lot of the forestry stocks had a correction in December. OSB-T have operations in the UK also. He can't comment on the sustainability of the dividend but if you want torque and believe housing will re-accelerate, then this would be a name to buy.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$37.090
Owned
No
BUY
BUY
January 17, 2019
Yesterday they released sales figures and they were not as robust as some were expecting. He is kicking the tires hard on it now.
Yesterday they released sales figures and they were not as robust as some were expecting. He is kicking the tires hard on it now.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$28.940
Owned
No