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
2017-01-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Dividends split companies? These will basically have a capital stock that doesn’t pay a dividend, and another piece that pays a dividend. They arrange this by using leverage, and usually invest in underlying entities that pay a dividend or generates cash flow. Depending on what you are invested in and how much leverage there is, and how the market performs, that is really going to determine how the split share does.


Price:
$0.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
_N/A
2017-01-20 COMMENT Must be logged in to use chart AIM-T Aimia

The former Aeroplan, originally in Canada and diversified to other countries. The CEO is taking a 4 months medical leave. He has concerns about growth going forward as well as debt levels. Dividend yield of about 9.3%.


Price:
$8.490
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-01-20 PAST TOP PICK Must be logged in to use chart ALA-T Altagas Ltd

(A Top Pick Jan 22/16. Up 9.17%.) This has energy and infrastructure. Mid-streaming was their original business. Also, has power in Canada and the US as well as some regulated utilities. Very well-run. 6% dividend yield.


Price:
$32.430
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-01-20 BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

A global asset manager, primarily focusing on 3 main areas; real estate, renewable power and infrastructure. There was concern earlier in the year about a backup in rates. Heavily invested in hard assets globally. They look for countries or areas that are undervalued, or companies that have a little problem so that they can buy them at a cheaper price, fix it up and realize the value. They also give regularly annual dividend increases.


Price:
$46.010
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-01-20 COMMENT Must be logged in to use chart BRE-T Brookfield Real Estate Services

We’ve had a fantastic Canadian real estate market for more than a decade. For the last 5 years, it has really been a story of Vancouver and Toronto. This company has a good model where they receive a royalty from their agents. There is a little concern that the number of agents may decline. Great company and great strong management, but not sure how long the residential real estate cycle can last. Dividend yield of 8.1%.


Price:
$16.030
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-01-20 COMMENT Must be logged in to use chart BTE-T Baytex Energy Corp

For many years this had a very conservative balance sheet, primarily in Western Canada. A few years ago they made an acquisition in Texas. His issue is that their debt levels are very high at 5X debt to cash flow. The dividend payout is at about 112%. He prefers names that have a better, stronger balance sheet.


Price:
$5.410
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-20 COMMENT Must be logged in to use chart CJT-T Cargojet Inc

Facilitates cargo transportation across Canada, mostly at night. There are rules in Canada as to what the large US companies can do. If you want something to go from Toronto to Vancouver, it will be this company that will probably do it. They have grown their business with UPS, and have one business with Canada Post. An excellent company and well-run.


Price:
$47.460
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-01-20 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

The best rail in North America. Lowest operating ratio and generates a lot of free cash flow. Very customer focused. It continues having good growth. They don’t haul a lot of coal or oil, but incrementally that could be positive. He expects them to continue giving best class execution and continued dividend growth.


Price:
$93.450
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-01-20 COMMENT Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

Extendicare (EXE-T) or Chartwell seniors housing (CSH.UN-T)? Both are in the retirement space. This has been around for a long time. They had US operations, but sold them. Very focused on different levels of care, independent, semi-independent and full care. If he had to buy one, it would be this one.


Price:
$14.540
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-01-20 PARTIAL SELL Must be logged in to use chart CSX-Q CSX Corp

An Eastern based railroad. When Hunter Harrison was still employed by Canadian Pacific (CP-T), overtures were made to do a merger. He used to own this because it was cheap, hoping that the existing management would turn it around. If you own, he would be inclined to take some profits.


Price:
$44.330
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-01-20 TOP PICK Must be logged in to use chart CVS-N CVS Health Corp

The 2nd largest drugstore in the US, but also a PBM, (Pharmacy Benefit Manager). PBM’s are a little misunderstood in the US. They were set up because corporations didn’t want to deal with managing employees’ drug benefits. PBM’s actually save companies money. Depending on the contract, they can pass through 85%-100% of their money. CVS is going to buy back about 5 billion of shares. Good dividend growth rate and free cash flow. This is trading much lower than the market. Dividend yield of 2.44%. (Analysts’ price target is $88.74.)


Price:
$81.560
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-01-20 COMMENT Must be logged in to use chart EXE-T Extendicare Inc

Extendicare (EXE-T) or Chartwell seniors housing (CSH.UN-T)? Both are in the retirement space. Not sure how extensive they are in the US. If he had to buy one, it would be Chartwell. Dividend yield of 4.7%.


Price:
$10.200
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-01-20 COMMENT Must be logged in to use chart FFH-T Fairfax Financial

A global insurer, property, casualty, etc. Currently, they are trying to buy Allied World that has a $5 billion market cap, a Swiss based insurer. Right now, Fairfax is getting about 75% of their premiums from North America, and 25% from the rest of the world. It has spun off some different subsidiaries, and currently are in an IPO process for Fairfax Africa. A good company, but valuation is a little higher than what he likes to pay.


Price:
$610.840
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2017-01-20 TOP PICK Must be logged in to use chart GIL-T Gildan Activewear Inc.

T-shirts, underwear, socks, sweatshirts. Low cost producers with operations globally. The US does not produce a lot of T-shirts, underwear or socks, and this company has a plant in Georgia that spins the yarn for socks. Trading at 14X earnings. Debt to cash flow is 1.3X. They have a great history of growing their dividends. There is a lot of negative sentiment in the stock. As a low-cost producer, they will be able to compete efficiently. Recently bought the name of American Apparel, not the manufacturing. Dividend yield of 1.24%. (Analysts’ price target is $42.11.)


Price:
$33.440
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-01-20 BUY Must be logged in to use chart GILD-Q Gilead Sciences Inc.

Manufactures very powerful drugs for hepatitis C and HIV. Trading at a very cheap valuation, about 7.5X next year’s earnings. They also have a pipeline of new drugs. Has cash which can be used for an acquisition. Given the cheap valuation and their strong franchises in their drugs, this is very compelling.


Price:
$71.010
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
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