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Compiling comments that experts make about stocks while on public TV.

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Andrew McCreath , Senior Portfolio Manager

Sentry Select Capital

Date Signal Symbol Company Opinion Price
2011-06-21 COMMENT A Commentary A Comment -- General Comments From an Expert Market. Volatile market and it's all about Europe. Whether it's geopolitical risk in the middle east, the sovereign debt traces in Europe or the US economy. Expect it will be a turbulent several months.
 Price:
$0.020
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2011-06-21 DON'T BUY AA-N Alcoa Not a big fan of this one. There is a growing surplus of aluminum. Aluminum prices have gone up but this is more speculation than a sustainable increase in the lumen and prices.
 Price:
$15.370
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
No
2011-06-21 PAST TOP PICK AAPL-Q Apple (A Top Pick Oct 15/20. Up 0.18%.) Not expensive. Appears the product cycle is to extend it with new products.
 Price:
$325.300
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2011-06-21 DON'T BUY BB-T BlackBerry Given what we have seen Nokia go through, it is far from clear that this company may not be a value trap. Would prefer Apple (AAPL-Q).
 Price:
$25.410
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
No
2011-06-21 TOP PICK BXI-T BioExx Specialty Proteins Ltd. (A Top Pick Oct 15/10. Down 65.03%.) Extracting protein out of canola. Moving in the right direction, but they slipped on the time element and they got pounded. Believes the market potential is large.
 Price:
$1.000
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2011-06-21 PAST TOP PICK CASH CASH (A Top Pick Oct 15/20.) Still likes. Trading at 10X earnings.
 Price:
$0.010
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2011-06-21 TOP PICK CTL-N CenturyLink Inc An old line telephone company that came out of the ashes of US West. They had just closed the acquisition of Quest. They should be able to reap merger synergies of several hundred million dollars. Trades at about a 16X free cash flow yield and offers a dividend of 7.25%.
 Price:
$40.060
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2011-06-21 TOP PICK CVI-N CVR Energy Owned 2 businesses. Nitrogen fertilizer and a refinery. Spun off the nitrogen fertilizer in April, which will declare a dividend of $1.92 a share. An 8% yield on the spin-off would be worth about $24 a share. CVR has a $1.3 billion position in the spin-off. CVR market cap is $2 billion and subtracting $1.3 billion gets you $0.7 billion for the refinery business. Current crack spreads generate $600 million in EBITDA this year with the replacement value of $2.8 billion.
 Price:
$23.300
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2011-06-21 DON'T BUY GE-N General Electric If you want to buy it for a trade today, that is one thing but he would not be an owner of shares right now. Some of their businesses are doing really well but there are a bunch that are not particularly doing very well.
 Price:
$18.810
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
No
2011-06-21 COMMENT JPM-N JP Morgan Chase & Co Being fined more than $150 million for allegedly misleading investors in connection with a collateralized debt obligation. Expect there will be other banks that will see similar fines. Meaningless in the grand scheme of things.
 Price:
$40.910
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2011-06-21 DON'T BUY MFC-T Manulife Financial Having a great day today because the markets are up a lot but unfortunately this has become a pretty high beta stock. Believes we will continue to see downside pressure on yields in the US, which is not good for this company.
 Price:
$16.400
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2011-06-21 COMMENT MG-T Magna Int'l. (A) Very well positioned. Have a great balance sheet. Decent yield. There are some challenges that we have to see to get some clear sailing in the stock. European margins where disappointing last quarter and are they going to pick up? Understands that Mr. Stronach is now out of the stock. Feels this would be a better buy than the auto companies.
 Price:
$48.230
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2011-06-21 DON'T BUY NDM-T Northern Dynasty Minerals Ltd Have a project in Alaska called Pebble. This is a massive, massive copper deposit. Very controversial because of environmental issues and stock price indicates they are not going to get it approved.
 Price:
$8.980
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
No
2011-06-21 BUY RIO-N Rio Tinto Solid blue-chip company. He would prefer BHP Billiton (BHP-N) because of the mix of products. This company is a major player in aluminum and iron ore where BHP has oil and copper, which he would prefer.
 Price:
$66.370
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2011-06-21 BUY TD-T Toronto Dominion Company is in great shape. Really likes what they are doing in the US and will probably be a third of their business a couple of years down the road. Good Canadian franchise. This is definitely a long-term buy and hold for a portfolio.
 Price:
$78.920
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 470 entries
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