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| John Sinkins, CFA of Sentry Select Capital Corp |
|---|
| The Exchange Tower |
| 130 King Street West, Suite 2850 |
| Toronto ON |
| M5X 1A4 |
| 416-861-8729 |
| John Sinkins, CFA's website |
| Toll Free: 1-888-246-6656 |
| Fax: 416-364-1197 |
| info@sentryselect.com |
| TOP PICK | Canadian Pacific Rail | CP-T | 57.490 | railway - good way to play strong economic growth New CEO coming in. They have an opportunity to grow efficiencies. 5-8 % growth If oil prices drop they will benefit. Hey bought at $34, and still like it. Says buy at this low price. | 2006-03-14 | ||
| TOP PICK | Computer Sciences | CSC-N | 56.900 | They bought at $17.67. Since then they had Scientific Atlantic acquisition which he really liked (a strategic acquisition). More demand for communications equipment. Cisco is also moving into Voice Over IP (voip). By passing Ma. Bell. | 2006-03-14 | ||
| HOLD | Imperial Oil | IMO-T | 115.010 | Stock has done well. Subsidiary of US. Company, He owns Petro Canada and Shell | 2006-03-14 | ||
| BUY | Manitoba Telecom Services | MBT-T | 43.910 | Their entry price was $41.50. Likes high divident and the market. | 2006-03-14 | ||
| WATCH | Motorola | MSI-N | 21.320 | He is a fan of this stock. It has done well. Likes the market, which is a growth market in the US. | 2006-03-14 | ||
| BUY on WEAKNESS | Inco | N-T | 53.400 | Pending takeover of Inco from Falconbridge. This deal seems to be taking a long time to settle, rumor of a potential better bid for Falconbridge. | 2006-03-14 | ||
| BUY | Petro-Canada | PCA-T | 53.540 | Like it continue to own, good evaluation. If you like the oil sector, it's a good stock to own. | 2006-03-14 | ||
| SELL | Symantic Corp | SYMC-Q | 16.070 | Has not been a good ride since their merger. They are having much competition from Microsoft and other Antivirus companies. | 2006-03-14 | ||
| TOP PICK | Toronto Dominion | TD-T | 65.650 | Had a huge profit of 2.3 billion for first quarter. US has gone from 15% of revenue to 22%. Looking for another 10% growth plus picking up the yield over the next 10 months. They bought at an average cost of $51.70 | 2006-03-14 | ||
| BUY | Talisman Energy | TLM-T | 62.100 | They bought at around $20 have had for years. Still looks inexpensive, has assets all over the world. | 2006-03-14 | ||
| HOLD | Canadian Tire Corporation Ltd. (A) | CTC.A-T | 64.700 | They don't own (they are more focused on resources, rather then retail). It's not a bad time to own, but he would have to check the evaluations compared to other retailers before buying. | 2006-03-14 | ||
| TOP PICK | Alcan Aluminum | AL-T (Dead) | 37.380 | Aluminum prices are going to move up, it looks like $0.90 to $1 next year. A lot of their energy costs are on long term fixed contracts. It is also possible that there may be a lightening of energy prices as well. The high energy costs and the management changes have put a lot of pressure on the stock which has created a buying opportunity. | 2005-10-25 | ||
| TOP PICK | American Express | AXP-N | 49.720 | The drop of $5 a share a few weeks ago was not an earnings related issue. It had spun out a company consisiting of its financial advisors. Earnings were quite good in the last report. Record profits. The caveat is if interest rates go up, it might constrict credit card use. | 2005-10-25 | ||
| WEAK BUY | Valeant Pharmaceuticals | VRX-T | 27.360 | Has been a big winner on its drug Tramadol. Would be a little cautious at this price. | 2005-10-25 | ||
| BUY | CitiGroup | C-N | 45.170 | Fundamentally the stock looks very good and should continue to deliver good earnings. Dividend yield of about 4%. Could be some dividend increases. There's been a bit of a funk in the US financials because it's hard for them to move up when interest rates are going up. | 2005-10-25 | ||
| BUY | Intel | INTC-Q | 23.110 | There has been a little bit of concern in the semi-conductor industry. There is a lot of value in this company. If you have a long term investment horizon, this is a good entry point. | 2005-10-25 | ||
| TOP PICK | Microsoft | MSFT-Q | 25.030 | Everything looks good for it. They are growing revenues at 10/12% every year. Generates tons of free cash flow. Has fantastic margins. A couple of big product launches including the XBox 360. In late 2006, we should get Microsoft Vista, their latest operating upgrade. | 2005-10-25 | ||
| BUY | Inco | N-T | 47.800 | Nickle prices softened late in the 3rd quarter, but cash costs for producing materials is going up across the board so their cash costs went from $2.30 a lb. to over $3. Their merger with Falconbridge (FAL.LV-T) looks like a good combination. | 2005-10-25 | ||
| BUY | Petro-Canada | PCA-T | 41.390 | The drop in oils has created a bit of a buying opportunity. This one is the cheapest of the integrateds. The big knock on it is that it's conventional oil/gas production in Alberta is dropping, but it should have a lot of growth coming in the next couple of years from its oil sands project. | 2005-10-25 | ||
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| DON'T BUY | Rogers Communcations (B) | RCI.B-T | 47.400 | Earnings were quite good. Wireless revenues were very strong. Overall a good company, but not sure he would buy it here since it has had such a big run up. | 2005-10-25 | ||
| DON'T BUY | Research In Motion | RIM-T | 67.470 | There's a lot of litigation with its patent dispute. There's some substantial short term litigation risks. | 2005-10-25 | ||
| BUY | Suncor Energy Inc | SU-T | 61.850 | Has provided a bit of an attractive opportunity recently with the pull back in oil stocks. Most of its fortunes are tied to the Canadian oil sands. The oil sands will have tremendous production growth. | 2005-10-25 | ||
| BUY | Wal-Mart Stores Inc. | WMT-N | 45.390 | Has not performed exactly as he would have liked. Has been hurt by the general inflationary trends going through the US economy and the perception of pricing power. There is a cost squeeze because of delivery costs to the stores. | 2005-10-25 | ||
| BUY | Yahoo! | YHOO-Q | 35.120 | A very solid free cash flow growing company. A reasonable buy in the $30/35 range. Internet advertising is on the rise. | 2005-10-25 | ||
| TOP PICK | Bank of America | BAC-N | 45.080 | Stock has dropped a bit because of the acquisition of NBNA they made as well as their recent numbers. Over 4% yield. Only 10.5 X next year's earnings which is cheaper than any Canadian bank right now. | 2005-07-18 | ||
| BUY | Bombardier Inc (B) | BBD.B-T | 3.220 | Long term view is positive. It's returning to profitability this year and into next year. Last quarter's numbers were good on their aerospace side. Rail and European operations have been an ongoing restructuring. Wait to see what happens with developing the new regional jet. | 2005-07-18 | ||
| DON'T BUY | Valeant Pharmaceuticals | VRX-T | 18.650 | Probably fairly valued. There is some question about the speed of developing new drugs. Accounting issues are now OK. | 2005-07-18 | ||
| BUY | Encana Corp | ECA-T | 48.030 | Thinks there is still some upside left in this stock. Should expect to continue seeing a high oil price. | 2005-07-18 | ||
| TOP PICK | Hewlett-Packard Co | HPQ-N | 24.920 | New CEO. Restructuring. Expecting some cost savings to be created. | 2005-07-18 | ||
| BUY on WEAKNESS | IBM | IBM-N | 81.810 | Was a good pick up a few weeks ago in the low $70's, but still thinks there's some upside even at this price. Gross margins on their hardware improved somewhat. Services and sales divisions are doing well also. Would wait for a bit of a pullback. | 2005-07-18 | ||
| BUY | Merrill Lynch & Co (US) | MER-N | 56.670 | US brokerage stocks have not performed all that well over the last couple of years for Canadian investors. Positive on the sector for the next 6 months. Trading revenues will improve because he feels there will be a moderate rally in the US stock market. | 2005-07-18 | ||
| HOLD | Shoppers Drug Mart Corp | SC-T | 41.800 | A very high quality company. Good management and strategy. Some competition coming into the market. Not tremendously overpriced right now. | 2005-07-18 | ||
| TOP PICK | Telus Corp | T-T | 42.800 | Likes the fundamentals. 2% dividend yield. Wireless side has really taken off. Potential labour unrest might create a little weakness in the stock, but labour issues tend to be short term. This will be a good opportunity to pick it up. | 2005-07-18 | ||
| DON'T BUY | TSX Group | X-T | 38.300 | Have done well. They are a monopoly with only the Montreal exchange left to conquer. Has a problem with their growth multiple of about 20 X next year's earnings. There really isn't any more room for it to grow. | 2005-07-18 | ||
| DON'T BUY | BankNorth Group Inc. | BNK-N (Dead) | 28.750 | Acquiring Hudson United Bancorp. There are 2 ways to play this stock. Banknorth is seen as the aquirer to pay for the stock and might tend to sell down their shares while Toronto Dominion (TD-T) shares might go up. Buying TD would elimnate any exchange issues also. | 2005-07-18 | ||
| BUY | Bombardier Inc (B) | BBD.B-T | 2.680 | Have had alot of change in the last few months. Launching a new jet, but it won't be oin service until 2009/2010 but that, potentially, will be what drives the company forward in the next 5 years. Still concerns in the short term. A lot of analysts have underperform for it. It should perform reasonably well, 10/12% a year. | 2005-04-04 | ||
| TOP PICK | BCE Inc. | BCE-T | 30.240 | A really good conservative play. 4.5% dividend. 12/13 X next year's earnings. Looking for a target price in the $33/34 range. The downside would be a bigger than expected switch from their legacy phones to newer technology. | 2005-04-04 | ||
| VAGUE | Bank of Nova Scotia | BNS-T | 38.950 | Not as clearly a leader now as it was in 2003/2004. Prefers Toronto Dominion (TD-T) which has made a lot of good strategic moves with their amalgamation of Canada Trust and acquisition of Bank North in the US. Also likes Royal Bank (RY-T) which looks like it has finally turned around and was under owned. | 2005-04-04 | ||
| HOLD | Valeant Pharmaceuticals | VRX-T | 18.600 | Fundamentally the stock looks cheap. There are some issues with competitive drugs coming on the market. There will be upside in time. | 2005-04-04 | ||
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| TOP PICK | CitiGroup | C-N | 44.590 | 4% dividend. Good value in the market right now. Stock has been weak in the last month because of the aggressive comments from the Central Reserve Board as well as increased interest rates. They now have much stronger wealth management divisions, mutual fund groups, strong investment banking. | 2005-04-04 | ||
| TOP PICK | Cisco | CSCO-Q | 17.670 | The legacy telecommunication equipment manufacturers have really dropped in the market place. It's now trading at a small discount to the S&P 500. Trading around 17.5/18 X this year's earnings and about 15 X next year's. They still continue to have very high gross margins and pricing power around 7%. Very profitable. Lots of cash. Well run. | 2005-04-04 | ||
| BUY | Dofasco | DFS-T | 35.700 | Steel stocks have been exceptionally strong in the last couple of years. There is a real mixed message in the sector with regards to China. Will they need steel or will they do their own production and exporting? Prefers Ipsco (IPS-T) because they make steel for the oil/gas industry. Should be OK, but you will have to watch it. | 2005-04-04 | ||
| HOLD | Encana Corp | ECA-T | 87.740 | Earnings should continue to be strong in the sector. It might lose momentum if oil prices drop a little bit in the 2nd half of the year. | 2005-04-04 | ||
| VAGUE | Imperial Oil | IMO-T | 96.320 | Very high right now. Not inexpensive relative to the other oil companies. | 2005-04-04 | ||
| BUY | IPSCO Inc | IPS-T | 62.850 | Steel stocks have been exceptionally strong in the last couple of years. There is a real mixed message in the sector with regards to China. Will they need steel or will they do their own production and exporting? Prefers Ipsco because they make steel for the oil/gas industry. | 2005-04-04 | ||
| BUY | JP Morgan Chase & Co | JPM-N | 33.770 | Generally likes the US financials. At a 52 week low. 4% dividend. | 2005-04-04 | ||
| BUY | Royal Bank | RY-T | 73.600 | Prefers Toronto Dominion (TD-T) which has made a lot of good strategic moves with their amalgamation of Canada Trust and acquisition of Bank North in the US. Royal looks like it has finally turned around and was under owned. | 2005-04-04 | ||
| HOLD | Shell Canada | SHC-T | 88.050 | Heavily correlated with what's going to go on with the oil price. A little pricey at this point. This one would really be a call on what you think will happen with oil. | 2005-04-04 | ||
| BUY | Toronto Dominion | TD-T | 49.980 | Their favourite bankd followed by Royal (RY-T) Has made a lot of good strategic moves with their amalgamation of Canada Trust and acquisition of Bank North in the US. | 2005-04-04 | ||
| WEAK BUY | Valeant Pharmaceuticals | VRX-T | 17.990 | Dropped a little on the rumour that a competitor was going to have a generic for their drug Wellbutrin. Have to see how that plays out. Not a bad value. Medium risk. | 2004-11-29 | ||
| BUY | Celestica Inc | CLS-T | 18.000 | Leveraged to what is going on in the communcation industry. Those stocks are starting to show some resiliance. Not a bad time to look at this stock. | 2004-11-29 | ||
| TOP PICK | Canadian Imperial Bank of Commerce | CM-T | 70.740 | Looking for pretty good earnings this week, possibly up about 10%. Attractive dividend. Also expects a stock split. | 2004-11-29 | ||
| BUY | Canadian Natural Rsrcs | CNQ-T | 51.600 | Very solid company. | 2004-11-29 | ||
| BUY | Encana Corp | ECA-T | 67.500 | Very solid company. | 2004-11-29 | ||
| WEAK BUY | IPSCO Inc | IPS-T | 46.500 | All the steel manufacturers have had steep rises mainly because of the heavy demand out of China. The costs of iron ore and coke has also gone up, but they have been able to pass these on. Could be more upside, but treat with caution. | 2004-11-29 | ||
| BUY | Manulife Financial | MFC-T | 53.850 | Has pulled back a little along with Cdn financials probably due to higher interest rate concerns. Not a bad entry point. Expects 10% upside including dividends. Very solid company. | 2004-11-29 | ||
| TOP PICK | Microsoft | MSFT-Q | 26.770 | Their Xbox video game Halo 2 is extremely well. The company has managed to maintain revenue growth at around 15/20%. Expects this to continue into 2005 and PE is a little under 20%. | 2004-11-29 | ||
| BUY | Nokia | NOK-N | 16.450 | Has launched a major comeback. Had missed their earnings for several quarters and turned themselves into a lower cost producer. Would be cautious. | 2004-11-29 | ||
| BUY | Placer Dome | PDG-T | 26.400 | Gold has moved over $450. Have a couple of big projects and if they pay off, this stock could get very robust. | 2004-11-29 | ||
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| TOP PICK | Pfizer Inc | PFE-N | 27.330 | Merck had to pull their rheumatoid arthritis drug. Pfizer's drug is somewhat similar which caused investors to sell. FDA says it is a safe drug, so the stock is at a good price. | 2004-11-29 | ||
| DON'T BUY | Praxair Inc | PX-N | 44.830 | A little bit expensive right now. Their electricity costs have gone up quite a bit and questions if they can pass these on to their clients. | 2004-11-29 | ||
| BUY | Sunlife Financial | SLF-T | 38.720 | Likes the asset management side as there could be some upside in 2005/06 if the equity markets recover. | 2004-11-29 | ||
| VAGUE | Wal-Mart Stores Inc. | WMT-N | 53.150 | Has guided down on sales. A little too early to say if this is going to have a profound affect on Dec. sales. | 2004-11-29 | ||
| WAIT | Applied Materials | AMAT-Q | 17.020 | Dropped off because of concerns on flash memory.Wait to see what "book to bill" (?) rates are. | 2004-09-13 | ||
| BUY | AbitibiBowater Inc. | ABH-T (Dead) | 7.850 | A value play at this time. Reasonable price. | 2004-09-13 | ||
| BUY | Bombardier Inc (B) | BBD.B-T | 2.980 | Have a large debt load, but are still rated investment grade. This is under review. Could possibly do another equity issue. Not a bad play at this price, but not a long term hold. Treat as a trading stock. | 2004-09-13 | ||
| BUY | Bank of Nova Scotia | BNS-T | 36.300 | The most international of all the banks. Financials are strong. Earnings in the last quarter were weaker than usual. A good buy and hold. | 2004-09-13 | ||
| BUY | Broadcom Corp. | BRCM-Q | 30.300 | Stock has been oversold on a technical basis. Very volatile. Looks like there is some interest building up in it. | 2004-09-13 | ||
| BUY | Valeant Pharmaceuticals | VRX-T | 21.260 | Has a number of issues. Doing a good job in creating transparencies of their accounting.New anti-depressant drug seems to be doing well. Valuation looks attractive. | 2004-09-13 | ||
| PAST TOP PICK | CI Financial Corp | CIX-T | 16.200 | (A Top Pick Dec 29/03. Up 13%.) Still likes. Nice dividend. | 2004-09-13 | ||
| TOP PICK | Canadian Imperial Bank of Commerce | CM-T | 66.600 | Likes the financial services sector. Had very good numbers in the last quarter. Should continue to see some good quarters. Dividend 3.6%. | 2004-09-13 | ||
| BUY | Dell Computers | DELL-Q | 36.180 | Have the top market share. Somewhat expensive. | 2004-09-13 | ||
| BUY | Fannie Mae | FNMA-Q2 | 76.650 | Has some issues on accounting. Stock has bounced up nicely. Quality of their mortgage book is pretty good. Rising interest rates could be a factor if they go to fast. | 2004-09-13 | ||
| TOP PICK | Forest Laboratories | FRX-N | 42.510 | Had dropped because of concerns about teens using their anti-depressant. A good price. | 2004-09-13 | ||
| BUY | General Electric | GE-N | 33.750 | Likes the stock. Don't expect huge moves. Good dividend. | 2004-09-13 | ||
| DON'T BUY | ING Groep NV | ING-N | 25.350 | An ADR with Dutch shares being deposited in the US. You could be exposed to currency shifts in 2 jurisdictions. Prefers Canadian names in the financial services sector. | 2004-09-13 | ||
| PAST TOP PICK | Intel | INTC-Q | 20.800 | (A Top Pick Dec 29/03. Down 35%.) Bought more on dips. | 2004-09-13 | ||
| BUY | Magna Int'l. (A) | MG-T | 95.000 | Looks vary cheap at 10 X PE. 3% dividend. The key will be the health of the auto industry. | 2004-09-13 | ||
| BUY | Nortel | NT-T (Dead) | 5.240 | Has a very strong market position in the "voice over internet" space. Still waiting for financial statements. Speculative. | 2004-09-13 | ||
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| TOP PICK | Oracle | ORCL-Q | 10.620 | Has been buying as a value play. Overhang on the issue of Peoplesoft and where growth is going to come from. Hopefully their enterprise software/licensing business will pick up a bit. A lot of cash. | 2004-09-13 | ||
| BUY | Petro-Canada | PCA-T | 63.250 | Expects they will buy back about 50% of the government's holdings. Cheap. | 2004-09-13 | ||
| PAST TOP PICK | Pfizer Inc | PFE-N | 32.130 | (A Top Pick Dec 29/03. Down 9%.) Have bought more on the dips. Health care industry in the US has suffered for the last 2 years. Showing strong revenue growth. | 2004-09-13 | ||
| BUY | Qualcom | QCOM-Q | 40.400 | Has developed a new technology, CDMA, with good patents. Has outperformed NASDAQ by about 40%. Somewhat expensive, but expected to have good growth. | 2004-09-13 | ||
| DON'T BUY | Research In Motion | RIM-T | 89.350 | Always gets looked on a fundamental basis, so is expensive. Management has always been able to grow the stock into its earnings, but sooner or later, it won't be able to grow as fast as the market anticipates. | 2004-09-13 | ||
| DON'T BUY | Starbucks | SBUX-Q | 45.030 | Has outperformed the general market. Take some money off the table if you own. You can only open so many stores and create so many items before your revenues start to slow. Raising their prices 4/5% in the US. | 2004-09-13 | ||
| BUY | Sierra Wireless | SW-T | 22.810 | Have signed up with AT&T Wireless as a carrier for their phone which has some good prospects. A decent entry point. Treat as a trading stock. | 2004-09-13 | ||
| HOLD | Verizon Communications | VZ-N | 40.550 | Wireless has been the one bright spot in technology over the last 2 years. Pretty stable. | 2004-09-13 | ||
| BUY | TSX Group | X-T | 46.500 | Change in management shouldn't have a huge impact on this stock. The issue will be trading volumes and the number of IPO's. Feels their could be some upside. Pays an attractive dividend. | 2004-09-13 | ||
| DON'T BUY | Apple | AAPL-Q | 32.270 | Has been a good performer this year. Can't keep up with the demand for the i-pods. A very expensive stock. Sales will have to continue to keep their multiple of 50 X up. | 2004-07-28 | ||
| WAIT | Angiotech Pharmaceuticals | ANP-T (Dead) | 22.440 | Got knocked down because of a short term recall on Boston Scientific stents. A short-term problem. Wait and see. | 2004-07-28 | ||
| BUY on WEAKNESS | ATI Technologies | ATY-T (Dead) | 20.570 | Has been a survivor. Restructured their operations. The only have one competitor, Nvidia. Earnings last quarter were quite good. With current market conditions, could get a little cheaper. | 2004-07-28 | ||
| HOLD | Bank of Montreal | BMO-T | 55.100 | Had run up because of the takeover premium built into the price. Marketplace now figures bank mergers are off the table so the price dropped. Not sure if there is much upside over the next 6/12 months. | 2004-07-28 | ||
| TOP PICK | Bank of Nova Scotia | BNS-T | 36.000 | Likes the financial sector. Has a pretty steep yield curve and good credit quality. Margins for the banks should be good. Have made some good acquisitions and has a good product mix. | 2004-07-28 | ||
| VAGUE | Cameco Corporation | CCO-T | 75.840 | Has dropped a bit because there has been profit-taking. There is also a potential strike at one of its facilities. | 2004-07-28 | ||
| TOP PICK | Intel | INTC-Q | 23.460 | Semiconductors were hit very hard. Trading at a 17 multiple. Economy is still growing. A cash machine. Good price. Could get a little cheaper. | 2004-07-28 | ||
| BUY on WEAKNESS | Motorola | MSI-N | 16.190 | Has done reasonably well in restructuring its operations. Would be interested if it got a little bit cheaper. | 2004-07-28 | ||
| HOLD | Nokia | NOK-N | 11.440 | An inexpensive stock now. Has had problems competing with companies like Motorola and Ericsson. Has had to cut prices on inventory which is cut into profits. | 2004-07-28 | ||
| TOP PICK | Pfizer Inc | PFE-N | 31.620 | It has not been a good month for pharmaceuticals. US election is causing some uncertainty which has put some pressure on the stock. A world-class company. Good revenue growth. Looking at about 13 X 2005 earnings. | 2004-07-28 | ||
| VAGUE | Research In Motion | RIM-T | 82.740 | Has been a tremendous performer. The caveat is, if they disappoint in one of the quarters. They're not only expected to meet expectations, but to exceed expectations. | 2004-07-28 | ||
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| WEAK BUY | Thomson Reuters Corp | TRI-T | 44.430 | Reported today and had pretty good numbers. The caveat is it is trading at 24/25 X forward earnings. Seems to be a little bit pricey but could be nippled at. | 2004-07-28 |
