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What the experts are saying!
This site compiles comments that experts make about stocks while on public TV shows.

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Sandy McIntyre of Sentry Select Capital Corp
The Exchange Tower
130 King Street West, Suite 2850
Toronto ON
M5X 1A4
416-861-8729
Sandy McIntyre's website
Toll Free: 1-888-246-6656
Fax: 416-364-1197
info@sentryselect.com

Opinions from Sandy McIntyre

CommentCanadian Oil SandsCOS-T24.600Over the past few years, this has pretty well become a pure play on the commodity. There is a bit of a future growth profile. Current oil price comes close to supporting the distribution. When it becomes oversold, he Buys but when it recovers in price, he Sells. He would have been a buyer around $20.2012-01-18
CommentEncana CorpECA-T17.690If this company stays too cheap for too long, it will come into play as a takeover candidate. To buy would be a speculation as opposed to an investment.2012-01-18
CommentFreehold RoyaltiesFRU-T20.220An interesting little business. High-quality land and high-quality oil. Some volatility and if you are looking just to park your money, he would look at something with low volatility and consistent returns.2012-01-18
TOP PICKMcKesson CorpMCK-N75.970Medical devices that are used in nondiscretionary procedures. Has a lot of confidence in the business. Aging demographics makes this a growth industry.2012-01-18
CommentRussel MetalsRUS-T24.790Steel service centers. Big inventory. Cyclical business. Believes we are in a growth phase of the business cycle and people are overreacting to a lot of the political/economic noise. They did a convertible debt issue that he participated in.2012-01-18
TOP PICKWells FargoWFC-N30.240Super regional, well-run bank. Some of the US housing market is turning and stabilized. Has always being conservatively run. Payout ratio of about 16%-17%. Sees an opportunity for dividend growth eventually.2012-01-18
PAST TOP PICKOccidental Petroleum CorpOXY-N100.930(A Top Pick Feb 2/11. Up 2.6%.) Sold last February.2012-01-18
CommentA Comment -- General Comments From an ExpertA Commentary0.020REITs. The key metric as to whether these are expensive or cheap is the future direction of interest rates. He believes interest rates are going to remain low for a substantial period of time. REITs are not cheap, but look for a coupon at around 6% plus CPI giving a total return of around 8%.2012-01-18
PAST TOP PICKCanexus CorpCUS-T6.990(A Top Pick Feb 2/11. Up 14.55%.)2012-01-18
CommentPengrowth EnergyPGF-T10.670Decent mid-cap yield play. Good asset base. Long-term assets. Well-run. Not a bad company.2012-01-18
TOP PICKVisa Inc.V-N103.780Fantastic chart that goes from lower left to upper right with relatively good growth and return on assets, return on equity. Low payout ratio for dividend. Dividend has a decent opportunity to grow.2012-01-18
PAST TOP PICKTransGlobe Apartment REITTGA.UN-T12.480(A Top Pick Feb 2/11. Up 19.81%.)2012-01-18
BUYBonterra Energy CorpBNE-T51.230Fantastic company. Management owns about 30% of outstanding shares. Over 5% dividend. Payout ratio between 50% and 75%.2011-09-07
PAST TOP PICKIntelINTC-Q20.080(A Top Pick Aug 25/10. Up 9.32%.)2011-09-07
BUYInter Pipeline FundIPL.UN-T16.090Well run company. Pipelines are stable rate of return businesses with a little bit of pricing power and a stable income stream.2011-09-07
TOP PICKMicrosoftMSFT-Q26.000Tablets are here to stay and this company is not going to benefit but he has yet to see anyone that can run their business on a tablet. Companies are in a replacement cycle. 2.5% yield and wouldn't be surprised to see another dividend increase.2011-09-07
PAST TOP PICKNational Bank of CanadaNA-T71.930(A Top Pick Aug 25/10. Up 33.33%.)2011-09-07
CommentParkland Fuel CorpPKI-T10.150Propane, fuel oil and gasoline. Also do distribution for Esso. Well run business. Have been making acquisitions through the use of debt, which is why he has reduced his holdings.2011-09-07
BUYPower Financial CorpPWF-T26.280Cheap stock. Consists of Great West Life (GWO-T) and Investors Group (IGM-T). One of the best managed financial companies in Canada. Dividend is very safe.2011-09-07
PAST TOP PICKWal-Mart Stores Inc.WMT-N52.420(A Top Pick Aug 25/10. Up 2.95%.)2011-09-07
DON'T BUYYellow Media IncYLO-T0.800Very difficult business. This is a migration from print to web page on the back of a company with a massive debt load and declining cash flow. This is a recipe for a share price that goes down.2011-09-07
BUYCML HealthcareCLC-T8.400Has been in the penalty box for the better part of a year because of an acquisition of US laboratory properties that has gone bad. You are basically getting the Canadian business at a discount price. (US assets are not worth anything.)2011-09-07
DON'T BUYLe Chateau Inc. (A)CTU.A-T5.940Facing increased competition as US shops come up into the malls in Canada. Dividend coverage is a little bit on the weak side.2011-09-07
CommentA Comment -- General Comments From an ExpertA Commentary0.020Market - Expecting volatility will continue for a long time. This can give you opportunities as well as problems. There is a shortage of quality income. The only way you can get a growing investment income is through companies with dividend growth.2011-09-07
CommentA Comment -- General Comments From an ExpertA Commentary0.020Payout ratios of banks. At what percent is a red flag go up? Banks currently devote 40%-45% and he would not disagree with this. Looks at what internal capital requirements are and what do they have to spend to sustain the business. What internal growth potential is there and how much is it going to cost to access that and will internal growth give a higher return on equity.2011-09-07
TOP PICKWestern Union Co.WU-N16.160If you don't have a strong 19 relationship and you need to move money in small sums, this is the way you do it. Extremely well managed.2011-09-07
CommentAnnaly Capital Management Inc.NLY-N17.500There are some risks you need to be aware of on mortgage REITs. Very levered. If there is a flattening of the yield curve, you will run into problems in the “carry” (?). He is not anticipating any increase in short-term rates in the US for 4 years. Obama administration may want to refinance mortgages but he doesn't think it will happen.2011-09-07
BUYTransGlobe Apartment REITTGA.UN-T10.870Residential apartments. His company owns about 9.5% of this company. Good value at this price.2011-09-07
TOP PICKNorfolk SouthernNSC-N66.860Railroad. Has been knocked down because of fears of recession, double dip. Lean and well run. Very much likes this company.2011-09-07
TOP PICKBank of Nova ScotiaBNS-T57.730Has most developed emerging markets. Takes advantage of current weakness in bank shares to acquire.2011-06-08
TOP PICKEnbridgeENB-T30.580Energy is consumed on a daily basis. Oil and Gas are speculator-driven on the markets. But when they go through a pipe and a tariff is charged, a dividend comes back to him. He likes lower left to upper right long term charts the. Pipe line maintenance might impact dividend increases short term.2011-06-08
BUYGoldcorp IncG-T45.990Senior cold mining company and typically he is more interested in smaller growthery names, but with the pullback he now feels the gold sector is quite interesting. 2011-06-08
BUYH&R Real Estate Inv TrustHR.UN-T20.590The most tax efficient income he can deliver to his unit holders. He always looks for free cash flow in a business. REITS have had a good recovery off the bottom but are not back all the way. 8-12% returns over the next year.2011-06-08
PAST TOP PICKIntelINTC-Q21.810(Top Pick Aug 15/10, Up 22.24%)2011-06-08
BUYLaurentian BankLB-T45.180Suffered more than other banks. More of a retail stock than an institutional stock. They are not as liquid. He would be a buyer of bank stocks through late June and early July. 2011-06-08
TOP PICKMicrosoftMSFT-Q23.890Free cash flow yield in double digits. No net debt and 10 times earnings. Feels it is lower risk than US government debt.2011-06-08
PAST TOP PICKNational Bank of CanadaNA-T77.250(Top Pick Aug 15/10, Up 43.33%) It was primarily a domestic bank that got beat up.2011-06-08
DON'T BUYTeck Resources Ltd. (B)TCK.B-T46.750We have a weakening phase in China and week economic phase globally. During a weak phase you don’t want to pick up the exposure.2011-06-08
PAST TOP PICKWal-Mart Stores Inc.WMT-N53.480(Top Pick Aug 15/10, Up 6.43%) 2011-06-08
CommentArmtec InfrastructureARF-T10.500The whole market is in a corrective phase. Doesn’t know why it has fallen off in the last month. He owns the debentures of this one. Likes the business long term.2011-06-08
BUYRetrocom Mid-Market REITRMM.UN-T5.950Quality of assets is not great but quality of management is superb. Not a lot of confidence in the distribution. Be patient. Distributions are essentially return of capital. 2011-06-08
N/AA Comment -- General Comments From an ExpertA Commentary0.020Market: Interesting yields in Corporate bonds and better quality emerging markets. Doesn’t see a lot of value in Government bonds. Current corrective wade will peter out in Mid-July.2011-06-08
BUYBird Construction Income FundBDT-T10.800Very well run business and he is a bull on construction in Western Canada and Northeast Alberta. It is volatile when it sells off.2011-06-08
BUYBell AliantBA-T28.830You can’t guarantee dividends. Coverage in this case is not great, however, but parent wants the dividend. Believes the ownership of Canadian telecoms will be rationalized over time and he thinks BA will be acquired by BCE.2011-06-08
BUYBrookfield Asset Management (A)BAM.A-T31.220Have a strategy of growing management fees. Likes the business model. BAM is the top company in the structure. 2011-06-08
SELLFreehold RoyaltiesFRU-T21.150Old royalty trusts that converted to dividend stocks have massively outperformed their EMP (?) rivals. Very few bargains in this group. All pretty extended in price. If you are not dependent on distribution yields, he would look at one of the quality seniors as a better opportunity. (See Top Picks.)2011-02-02
DON'T BUYJP Morgan Chase & CoJPM-N45.450Re-installing dividend. He is not fond of US banks, particularly investment banks. They are volatile and he has no way of determining what the risks are.2011-02-02
PAST TOP PICKNewalta CorpNAL-T12.720(A Top Pick April 23/10. Up 34.61%.) Still likes and would be a Buyer on dips.2011-02-02
PAST TOP PICKNorth West CompanyNWC-T21.180(A Top Pick April 23/10. Up 16.78%.) Still likes and would be a Buyer on dips.2011-02-02
SELLSuncor Energy IncSU-T41.610While the stock has moved and is currently overbought, be believes we are in a primary up trend for the market and will be higher a year from now. On a short term trading basis he would be tempted to take profits.2011-02-02
PAST TOP PICKThomson Reuters CorpTRI-T40.950(A Top Pick April 23/10. Up 12.41%.) Still likes and would be a Buyer on dips.2011-02-02
DON'T BUYWestshore Terminals Inc.WTE.UN-T22.770He Buys when it is out of favour and Sells when it gets back into favour. A terminal with fixed capacity and the growth prospects are expanding the capacity of the terminal. Participated in coal pricing and a fractious negotiation with Tech Resources (TCK.B-T) over coal pricing. Doesn’t see a lot of upside.2011-02-02
TOP PICKOccidental Petroleum CorpOXY-N98.660Refining. Oil weighted senior with a pristine balance sheet and high cash flow yield. Primarily us operations. Refining margins are improving. Can see some growth in the name.2011-02-02
BUYArmtec InfrastructureARF-T17.850Any time there is a double-digit yield on a security, it indicates risk. The reason for the 12.4% yield is due to the sharp decline in the past year. Had a difficult 2010 due to weather problems out west, which is probably not repeatable. Likes the look of the chart and almost had it as a Top Pick. Grinding upwards and has good volumes. (He participated in their debentures.)2011-02-02
TOP PICKCanexus CorpCUS-T6.580Chemical company. Expecting a cyclical recovery so their chemicals will benefit.2011-02-02
BUYBrookfield Asset Management (A)BAM.A-T32.750Value stock with a growth profile. Likes what they are doing in Australia and their acquisitions during the recession. Participated in their recent financing.2011-02-02
HOLDLassonde Industries Inc.LAS.A-T59.000Food Services/Products, largely dairy. Long-term hold. 2% yield.2011-02-02
TOP PICKTransGlobe Apartment REITTGA.UN-T10.850REIT. Apartments largely concentrated in Ontario. Low cost financing. Net operating yield over the cost of buildings is 8% and finance is at sub 4% giving 400 basis point spread, which grows over time as rents go up. Professionally managed so tenants tend to stay.2011-02-02
TOP PICKCanadian Oil SandsCOS-T26.480Sharp decline over the last 3 months. Disappointed in production and there is likely a distribution cut. Wait for the cut and use this as a long-term play on energy. Would expect a yield in the 4%-5% area.2010-10-08
PAST TOP PICKEnbridgeENB-T54.700(A Top Pick Dec 14/09. Up 15.97%.) Still likes.2010-10-08
DON'T BUYHusky EnergyHSE-T25.310Has a great deal of difficulty in replacing production.Management is from the telecom industry creating some uncertainty as to their future plans.2010-10-08
TOP PICKIntelINTC-Q19.520Gives a dividend that is 30% above the 10-year treasury yield. No net debt. Gives a long-term option on global growth.2010-10-08
DON'T BUYManulife FinancialMFC-T12.410A horrible story for the past year. Undisclosed problems in their annuity business and now have problems in their US healthcare. Wait until you see the rise off of the flat line.2010-10-08
CommentPembina Pipeline CorpPPL-T21.350Stock price increase reflects a shortage of quality yields in the market. Pipelines have very predictable cash flows and CapX.2010-10-08
HOLDPower Financial CorpPWF-T29.050Got caught up with the malaise around ManuLife (MFC-T) but feels the selling was overdone.2010-10-08
TOP PICKTransForce Inc.TFI-T10.750Trucking volumes are rising.2010-10-08
PAST TOP PICKThomson Reuters CorpTRI-T39.070(A Top Pick Dec 14/09. Up 17.53%.) Still likes.2010-10-08
HOLDWestshore Terminals Inc.WTE.UN-T20.690Has had a pretty nice run. No debt. Announced they are going to be a stapled unit, which could create a bit of risk in that it is not known what CRA is going to do about it. A growth with income element, which he likes and long-term.2010-10-08
HOLDKillam Properties IncKMP-T10.140Nice recovery in the share price and add a near all-time high. If you are a long-term income investor, continue to Hold. Good company.2010-10-08
BUYBoardwalk REITBEI.UN-T44.170REIT stocks have been pushing up to 52-week highs so this one is performing in line with its peers. Capable management. Conservative payout ratio so the dividend is rock solid and expects distributions to grow.2010-10-08
CommentBell AliantBA-T26.370Announced the future long-term payout and it is a reduction and is built into the stock price. Longer-term he expects to see consolidation of regional Bells into the larger players. Very well run. Doesn't have cellular, which is the growth element in the marketplace.2010-10-08
PAST TOP PICKMcGraw-Hill Ryerson Ltd.MHR-T50.750(A Top Pick Dec 14/09. Up 19.37%.) Still likes.2010-10-08
BUYAecon Group IncARE-T11.270Bullish on infrastructure re-build. Continued government spending is very favorable for them.2010-08-25
BUY on WEAKNESSCanadian Oil SandsCOS-T25.290The .UN that people are fixated in is leaving at the end of 2010 but it doesn’t change the nature of the dividend. Comfortable with the cash flow stream. All large cap energy stocks are breaking down. 2010-08-25
PAST TOP PICKEnbridgeENB-T52.700(Top Pick Dec 14/09, Up 10.90%) Still likes it.2010-08-25
TOP PICKIntelINTC-Q18.480Global, no net debt, ROE of 22.5%, 9% earnings yield, 11 P/E and 3.4% dividend. If your time-line is 3-10 years you want to own this. It’s cheap. People are fixated on growth. His view is that if capital is at risk, make sure management is protecting your capital and giving you a tangible return on that capital.2010-08-25
SELLManulife FinancialMFC-T11.770Both MFC and SLF have exposure to an annuity product that was sold during the bull market. People are fixated on the hedging on this. He would not be standing there to catch these names. There are insurance names that are not in these products. Move into another insurance name.2010-08-25
BUYNAL Energy CorpNAE-T9.960In any commodity based income trust, you cannot say a dividend is safe. NAL going into 2011 is likely going to maintain its current dividend but there is always risk it could be reduced if the commodity price falls. 2010-08-25
TOP PICKNational Bank of CanadaNA-T55.650Confident that Canadian economy is ok. No noise around US operations. Tier one capital of 12.6% vs. 7.7% a decade ago. ROE is 18%. Less than 10x earnings.2010-08-25
SELLSunlife FinancialSLF-T24.160Both MFC and SLF have exposure to an annuity product that was sold during the bull market. People are fixated on the hedging on this. He would not be standing there to catch these names. There are insurance names that are not in these products. Move into another insurance name.2010-08-25
PAST TOP PICKThomson Reuters CorpTRI-T36.280(Top Pick Dec 14/09, Up 8.52%) Still likes it.2010-08-25
DON'T BUYTrans Canada CorpTRP-T37.330The electric business is in the share price. Gas production is being increased in the US and pushing out Canadian exported gas and that is gas that would be on the trans-Canada main line. Prefers Enbridge.2010-08-25
TOP PICKWal-Mart Stores Inc.WMT-N51.5509% growth on a global company. If you agree with concept that we are looking at a declining standard of living in the western world, they will benefit, not high-end retailers. 13x PE, 2.4% dividend, ROE of over 22%. Risk would be a severe double dip and increased unemployment. 2010-08-25
N/AA Comment -- General Comments From an ExpertA Commentary0.020How do you make money these days: Dividends! He looks all over N.A. for free cash flow, distribution or dividend, strong balance sheet. 2010-08-25
CommentFuturemed HealthcareFMD-T8.000Rarely sells after an earnings disappointment. Doesn’t think there is a structural problem with the business. They need to get some clarity on how they will transition into what is in effect a new business model where they will have a growth side. 2010-08-25
BUYNew Flyer Industries Inc.NFI.UN-T11.160Continues to like them. Just signed a big contract with the City of New York. The backlog is the largest he has ever seen it. 2010-08-25
BUYPengrowth EnergyPGF-T10.050Has a substantial position. Likes the transition in management. Company is being transitioned to a new business model. What likes about it is that it has a really good asset base. Distribution can be maintained barring a drop in commodity prices.2010-08-25
PAST TOP PICKMcGraw-Hill Ryerson Ltd.MHR-T51.250(Top Pick Dec 14/09, Up 20.55%) Still likes it.2010-08-25
BUYAgriumAGU-T62.620Looking at a good crop developing in Australia, concerns about wheat pricing and suppliers getting hit. He prefers Viterra (VT-T), which is handling as opposed to seed sales and fertilizers. Both are cheap stocks but be prepared for volatility.2010-04-23
BUY on WEAKNESSBank of MontrealBMO-T64.930Capital ratios are good. Thinks we are in a choppy range bound market for a while. Market may want to correct here. Financials are the most concentrated sector on the TSX so they will be more volatile.2010-04-23
BUYBonavista Energy CorpBNP-T24.050Natural gas. Gives a decent yield and management focuses on return of capital.2010-04-23
CommentEncana CorpECA-T32.670Had a sharp downdraft when management announced a substantially increase of CapX to drive more gas into and oversupplied market. 2.5% dividend. He trades this one to make profit.2010-04-23
PAST TOP PICKEnbridgeENB-T50.550(A Top Pick May 13/09. Up 39.93%.) Still a Buy.2010-04-23
PAST TOP PICKImperial OilIMO-T43.030(A Top Pick May 13/09. Up 5.3%.) This is a longer-term call on the Kearl project. Still a Buy.2010-04-23
TOP PICKNewalta CorpNAL-T9.610Waste management. A fallen angel. Balance sheet got a little wonky couple of years ago and they had to take costs out of the system and cut their distribution. Now showing growth in cash flow. Cycle is coming to them as heavy oil production increases in Western Canada.2010-04-23
TOP PICKNorth West CompanyNWC-T18.960Northern community stores. There is a young, fast-growing population as well as new energy/Mining projects. 7.14% distribution will be cut in the 25% range.2010-04-23
BUY on WEAKNESSParkland Fuel CorpPKI-T11.710Distributor of fuel oil, gasoline and runs retail stores, largely in Western Canada. Expecting a distribution cut and will end up at about70% to where it is today. There may be some knee-jerk selling on the back of this, which will be a buying opportunity.2010-04-23
PAST TOP PICKCanadian Real Estate InvestmentREF.UN-T28.640(A Top Pick May 13/09. Up 37.38%.) Still a Buy.2010-04-23
DON'T BUYShoppers Drug Mart CorpSC-T37.450Just made an agreement with Rogers to sell their products in their stores. This is not enough of a material event to make a difference in this stock. Stock had a nasty downdraft because of the Ontario government's proposed legislation.2010-04-23
BUYViterra IncVT-T8.860Looking at a good crop developing in Australia, concerns about wheat pricing and suppliers getting hit. A cheap stock, but be prepared for volatility.2010-04-23

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