Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 4, 2019
It is a Canadian infrastructure pipeline company. They are creating plastics that will go into the US and create a lot of revenue. He is taking a look at it.
It is a Canadian infrastructure pipeline company. They are creating plastics that will go into the US and create a lot of revenue. He is taking a look at it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$21.710
Owned
Unknown
BUY
BUY
July 4, 2019
The holding company for Loblaw's and the Choice REIT. If we get inflation, then they will do well. We are seeing it now in the food chain. He likes it. At some point the bakery won't grow and then there is no point in holding it. (Analysts’ price target is $114.00)
The holding company for Loblaw's and the Choice REIT. If we get inflation, then they will do well. We are seeing it now in the food chain. He likes it. At some point the bakery won't grow and then there is no point in holding it. (Analysts’ price target is $114.00)
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$100.350
Owned
Unknown
BUY
BUY
July 4, 2019
It is part utility and part infrastructure. It started in Canada and has grown quite rapidly. It meets his criteria.
It is part utility and part infrastructure. It started in Canada and has grown quite rapidly. It meets his criteria.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$16.160
Owned
No
BUY
BUY
July 4, 2019
It is at lower valuations like others in the space. It is about 3.5 times cash flow and announced a share buyback. 48% natural gas. If other OPEC players cut production then this one will do very well. But as a long term investor at these levels. It is very cheap.
Encana Corp (ECA-T)
July 4, 2019
It is at lower valuations like others in the space. It is about 3.5 times cash flow and announced a share buyback. 48% natural gas. If other OPEC players cut production then this one will do very well. But as a long term investor at these levels. It is very cheap.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$6.430
Owned
Unknown
WEAK BUY
WEAK BUY
July 4, 2019
It is a smaller bank, a regional player. It is tough in Canada to complete with the top 5. It is the only bank that is unionized. It could be caught in the culture by a bigger player. But the banks in Canada should do well in general.
It is a smaller bank, a regional player. It is tough in Canada to complete with the top 5. It is the only bank that is unionized. It could be caught in the culture by a bigger player. But the banks in Canada should do well in general.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$45.190
Owned
No
HOLD
HOLD
July 4, 2019
They have assets around the world. Anything that can generate stable cash flow. They sometimes buy assets with operational issues. They have a history of raising the dividend and the caller should hold on it it.
They have assets around the world. Anything that can generate stable cash flow. They sometimes buy assets with operational issues. They have a history of raising the dividend and the caller should hold on it it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$57.330
Owned
Yes
COMMENT
COMMENT
July 4, 2019
It has a US parent and they want to deleverage their balance sheet. CMHC is the biggest in their space. Some banks like to give some of their business to Genworth. He does not know if the US parent will sell to the Canadian public. Holders should consult with a financial advisor as to whether to sell or move on.
It has a US parent and they want to deleverage their balance sheet. CMHC is the biggest in their space. Some banks like to give some of their business to Genworth. He does not know if the US parent will sell to the Canadian public. Holders should consult with a financial advisor as to whether to sell or move on.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$43.290
Owned
Unknown