Viewing Expert Andrew McCreath | StockChase
stockchase picture

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

Viewing Expert

Andrew McCreath , Senior Portfolio Manager

Sentry Select Capital


Date Signal Chart Symbol Company Opinion Price
2011-06-21 BUY Must be logged in to use chart 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:
$78.920
Subject:
NORTH AMERICAN & MARKET NEUTRAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2011-04-28 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert Gold. Pricing is in a new paradigm. No longer the simple buying of gold when there is going to be inflation or the US$ is dropping. Universe of buyers has broadened enough that it has muddied the waters. Expect it will continue to be in decent shape for the foreseeable future, possibly another 18 months, but ultimately when interest rates start to rise, gold will peak and then start to pull back.
Price:
$0.020
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2011-04-28 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert Dividends. Will continue to be important. Large cap dividend paying stocks is definitely the place to be 1) because they have the dividends and 2) those tend to be the companies with offshore revenue growth.
Price:
$0.020
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2011-04-28 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert Market. Expects it to continue to move up in the first half of the year but believes it will have some challenges in the second half and will pull back. Cash is important to have so over the next few months increase your cash position.
Price:
$0.020
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2011-04-28 TOP PICK Must be logged in to use chart ABX-T Barrick Gold Bought this when it un-hedged its gold book. Market didn’t like their copper acquisition but copper will only be about 22% of their revenues. Stock has been pounded in the last week and is now a timely purchase.
Price:
$48.220
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2011-04-28 PAST TOP PICK Must be logged in to use chart CASH CASH (A Top Pick May 26/10.)
Price:
$0.010
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2011-04-28 DON'T BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp Now a really big company and to get there, they issued a lot of paper, which is partly the problem with the stock. Have also had some problems on the drilling side. Great company and has a nice yield. Would suggest you look at Parallel Energy Trust (PLT.UN-T) instead, which has a nice yield of 8.4%. Also look at names that Crescent Point is likely to purchase in the future.
Price:
$43.100
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2011-04-28 SELL Must be logged in to use chart GE-N General Electric Recent quarter appeared to be very good but when you peeled back the onion, it wasn’t as good. GE Capital was were they made the big gains. A lot of their industrial numbers were disappointing. If you own, Sell and Buy it back in a few months as it is not going anywhere.
Price:
$20.600
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2011-04-28 PAST TOP PICK Must be logged in to use chart GSC-T Golden Star Resources (A Top Pick May 26/10. Down 32.81%.) Sold at $4.50 so was flat on this trade.
Price:
$3.040
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2011-04-28 TOP PICK Must be logged in to use chart ONR-T (Dead) Open Range Energy Corp. Was a low liquids western Canadian gas play but have now got into the tank storage business called Poseidon and it’s on fire. There will be an update on Poseidon in the next week or two. Expecting EBITDA of $12 million in Q2 this year and probably 60-65 million next year. Target of $6.50-$7.00.
Price:
$4.970
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2011-04-28 TOP PICK Must be logged in to use chart ORA-T Aura Gold Inc. Gold and copper in South America with a little in Central America. (Spinout from Yamana (YRI-T)). Had some challenges operationally but only trading at about 40% of its NAV. Clean balance sheet. Expects there will be some corporate activity around this company and believes it’s a target. Target of $4-$4.50 in the next several months.
Price:
$3.040
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2011-04-28 BUY Must be logged in to use chart QTRH-T Quarterhill Inc Will be listing on NASDAQ. Risk/reward is skewed to the upside. Expects they will bump guidance again in early June quarterly results. Have about $1.60-$1.70 in cash Will earn about untaxed $0.75 this year and expects that will go a little higher. Expecting a few catalysts in the back half of the year. His target is $8.
Price:
$5.980
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2011-04-28 WAIT Must be logged in to use chart R-T (Dead) Romarco Minerals Was Short on this one but covered the call when bad news hit. Had permit problems and project delays. Believes they will ultimately resolve the issues but won’t be without some trials and tribulations. If you are not risk averse, wait and Buy at a higher price when their problems are solved.
Price:
$1.780
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2011-04-28 HOLD Must be logged in to use chart RIO-N Rio Tinto A lot of the large cap resource stocks are not doing anything. Based on his view of the market, if you are investing for the longer term these larger cap companies are safe places to be because they have bullet proof balance sheets and reasonable multiple of earnings.
Price:
$72.760
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2011-04-28 DON'T BUY Must be logged in to use chart S-T Sherritt International Corp. Results just came out and were kind of weak. Madagascar project is going to start to pour through some metals this summer and will ramp up to full production in about 2 full years. Geopolitical risks seem to have been somewhat tempered lately. This is only about 10% of the NAV. 40% is nickel in Cuba and he is not a fan of nickel.
Price:
$7.830
Subject:
MARKET NEUTRAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
Showing 16 to 30 of 470 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.