Viewing Expert Michael Simpson, CFA | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Michael Simpson, CFA , Senior Vice-President

Sentry Investments

Address
The Exchange Tower
130 King Street West, Suite 2850
Toronto, ON
M5X 1A4

Contact Info
Telephone: 416-861-8729
Toll Free: 1-888-246-6656
Fax: 416-364-1197
Email:
Website: http://www.sentryselect.com/


Date Signal Chart Symbol Company Opinion Price
2017-05-31 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Buy REITs on pullbacks? Even though we had much stronger GDP today, some of that was due to inventory gains. The Gov. of the Bank of Canada was pretty clear in that he doesn’t want to raise rates, even if there is a rate increase in the US. Some of the higher-quality REITs he would definitely buy on dips.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
_N/A
2017-05-31 COMMENT Must be logged in to use chart AD-T Alaris Royalty

A royalty company, and has investments in approximately 15 private companies, where it has a royalty or gets a preferred interest. Results can sometimes be lumpy. He is comfortable holding this.


Price:
$19.950
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-05-31 BUY Must be logged in to use chart AGT-T AGT Food & Ingredients

Reported a quarter that disappointed analysts and investors. They talked about some of their customers in the Mideast having difficulties. Produces lentils. Feels this has a very good future, led by a very passionate and charismatic CEO. He has been buying on pullbacks.


Price:
$25.860
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-05-31 BUY Must be logged in to use chart ALA-T Altagas Ltd

This has operations both in Canada and the US. Energy infrastructure. They have power, and a utility segment. Made a big US acquisition a few months ago of a utility, which they financed partly with debt and partly with instalment receipts. Feels the dividend is sustainable. The instalment receipts are yielding over 7%. There is a concern in the market that they are going to have to raise more equity, but he doesn’t feel that is well-founded.


Price:
$30.110
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-05-31 COMMENT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

More or less a utility in infrastructure. A 3rd of revenue comes from wind power, so they are involved in the distribution of electricity, generation, and have some power producers both in the US and Canada. He likes the name. If you are a retiree, it is a decent company to own.


Price:
$13.970
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-05-31 TOP PICK Must be logged in to use chart AZO-N Autozone Inc.

Auto parts retailer. Trading at about 13X earnings. There was a scare about 2 months ago when Amazon (AMZN-Q) decided they wanted to be in this space. Last quarter results were weak due to milder weather and some delay in tax refunds. Trading at 13X earnings with a 6% free cash flow yield. They can provide services Amazon can’t, such as instructional videos, as well as lending tools and disposing of used oil. (Analysts’ price target is $737.50.)


Price:
$605.920
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-05-31 COMMENT Must be logged in to use chart CJR.B-T Corus Entertainment (B)

Bought the media assets from Shaw Communications about a year ago. They are big into children’s TV, radio and other media assets. They also own a content creator. There were concerns about debt, but that is coming down. Feels management is doing a good job. He is watching this.


Price:
$13.360
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-05-31 BUY on WEAKNESS Must be logged in to use chart CM-T Canadian Imperial Bank of Commerce

Recently made an acquisition of a US private bank. They had to raise the price, but it was important for them to have a banking foothold in the US. Some analysts are concerned they have too much exposure to the Canadian consumer and have been growing their Canadian mortgage business a bit too fast. A well-run bank.


Price:
$105.620
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2017-05-31 PAST TOP PICK Must be logged in to use chart CNK-N Cinemark Holdings

(A Top Pick May 4/16. Up 16%.) This is movie theatres in the US, as well as theatres in Latin America.


Price:
$39.570
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-05-31 COMMENT Must be logged in to use chart CP-T Canadian Pacific Rail

This rail has more exposure to bulk commodities. If there is more movement of bulk commodities such as potash and grain, that will benefit them. He is comfortable owning this.


Price:
$213.720
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-05-31 HOLD Must be logged in to use chart CSCO-Q Cisco

A big leader on routers, switches, and also moving towards the Cloud and into security. The last quarter, the US hyper focused on growth, numbers were a little disappointing so it sold off. Feels this is great valuation. They have a lot of cash. If you are patient and a long-term holder, he would continue holding this.


Price:
$31.530
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-05-31 COMMENT Must be logged in to use chart CUF.UN-T Cominar Real Estate Inv Tr

A Québec based REIT that has expanded into parts of the Maritimes and Ontario. They went on a buying spree and their debt levels went up. The investment community knew they had to raise rates. They had to raise equity, probably at lower prices than what they actually cared to. Distribution is a little high and the payout ratio is a little high, so he doesn’t own this.


Price:
$13.080
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-05-31 COMMENT Must be logged in to use chart ECI-T EnerCare Inc

Provides services such as water heaters, air conditioning, repair and maintenance, furnace installation, protection plan, etc. They acquired a US business in the same area. A good company. Thinks the debt is a little high. The stock has come down, so it is becoming more interesting. A good solid dividend. A very stable business.


Price:
$19.160
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-05-31 COMMENT Must be logged in to use chart EFN-T Element Fleet Management

There was a rumour that Muddy Waters was going to come out with a scathing Short recommendation on this, dropping the stock by 39%. That was incorrect. The company owns fleets of railcars, commercial jets and industrial equipment.


Price:
$8.560
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-05-31 BUY on WEAKNESS Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

This has a lot of the mature assets in Western Canada that was spun down to this income fund from Enbridge (ENB-T). There is much slower growth in this one. It may be going down because of some concerns that the parent may have to raise equity and may drop down assets to the income fund. They are both very good companies. There is a little concern about US interest rates going up in June. He would be buying this if it went down.


Price:
$32.440
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,022 entries
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