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Andrew Guy, CFA , Portfolio Manager

Sentry Select Capital Corp.

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

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


Date Signal Chart Symbol Company Opinion Price
2009-09-04 COMMENT Must be logged in to use chart AGU-T Agrium Fertilizers. Well diversified. Shareholder friendly and increases their dividend. Very disciplined approach. Very strong return on capital. 0.23% dividend.
Price:
$53.890
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 DON'T BUY Must be logged in to use chart AIG-N American International Group Very speculative. Have a huge insurance company that needs to break itself up. Has only kept going because of lifelines from the US government. The government has the right to convert its holdings into shares, which could reduce individual shareholders holdings.
Price:
$40.050
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2009-09-04 DON'T BUY Must be logged in to use chart BAM.A-T Brookfield Asset Management (A) Have a number of different assets in different fields. Recapitalized Brookfield Renewable Power Fund (BRC.UN-T) (formerly Great Lakes Hydro Fund) and have an opportunity to continue to build as part of their asset book. Very smart management. Trading around their NAV. Too expensive.
Price:
$23.280
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 COMMENT Must be logged in to use chart BB-T BlackBerry Significant challenges in that as it moves more into consumer focused it becomes more susceptible competition from new products coming out and could be more volatile. Generate very good returns on capital. Strong free cash flow. Would be more excited if they paid a dividend.
Price:
$84.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 PAST TOP PICK Must be logged in to use chart DEO-N Diageo PLC (A Top Pick Oct 14/08. Up 2.82%.) Largest liquor company globally. Very disciplined approach to return on capital. Paying down debt and increasing dividends.
Price:
$63.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-09-04 BUY Must be logged in to use chart FTS-T Fortis Inc. Regulated utility. In the last few years have done a great job of diversifying but into regulated businesses that they know very well. Stable, strong free cash flow. Good management.
Price:
$25.190
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 DON'T BUY Must be logged in to use chart LB-T Laurentian Bank Regional bank based largely in Quebec. Has done a great job over the past few years of improving its returns on capital. Being a smaller regional bank, they are more susceptible to very focused economic situations. For a Quebec play he would prefer National Bank (NA-T).
Price:
$38.320
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 DON'T BUY Must be logged in to use chart MBT-T Manitoba Telecom Services Telco in Manitoba. Good job but growth is limited. Bought the old AT&T and are trying to compete against BCE (BCE-T) and Telus (T-T) in downtown Toronto. Tax losses allow them to pay a generous dividend of 8%. Comfortable that they can sustain the dividend but questions if they can grow it. Prefers Telus (T-T), Rogers (RCI.B-T) or even BCE (BCE-T).
Price:
$32.870
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2009-09-04 TOP PICK Must be logged in to use chart MHFI-N McGraw Hill Very good long-term business. Double-digit return on capital. Consistent 10% a year dividend growth. Attractive level. Owns Business Week, a number of TV channels and publishes schoolbooks. Also owns S&P 500.
Price:
$29.100
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-09-04 COMMENT Must be logged in to use chart MRK-N Merck & Company Pharmaceutical. More disciplined approach so they've been generating very strong free cash flow. A couple of their strong drugs will be coming off patent in a couple of years. In the process of merging with Schering-Plough (SGP-N). If you were going to pick a name, he would prefer Abbott (ABT-N). 5% dividend yield.
Price:
$30.700
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 BUY Must be logged in to use chart MX-T Methanex Corp Generates strong return on capital, shareholder friendly and focused on their particular niche. This makes it an attractive business from a bottom up point of view but methanol production is a cyclical product. You want to pick your timing very carefully. If you have a longer-term outlook such as 3 years, it could be attractive. Dividend of 3.46%.
Price:
$20.470
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 DON'T BUY Must be logged in to use chart PFE-N Pfizer Inc Largest drug company globally. Very strong number of products but along with most of the big pharmaceutical companies there are a large number of drugs that come off patent. About 25% of their earnings comes from one drug, Lipitor and when it comes off patent it will have a big effect on their earnings. There are better places to be.
Price:
$16.390
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 COMMENT Must be logged in to use chart POT-T Potash Corp of Saskatchewan Fertilizers. Good returns on capital and have strong balance sheets but are not dividend friendly. A seasonal play. Possibly November/December would be a better time to play.
Price:
$97.180
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2009-09-04 BUY Must be logged in to use chart PPL-T Pembina Pipeline Corp Generates strong return on capital, pay out strong dividends and have growth. 10.3% yield should be safe.
Price:
$15.140
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2009-09-04 TOP PICK Must be logged in to use chart PWF-T Power Financial Corp Great history on dividends. Double digits, about 50% annual return on dividend growth. Allows you to participate in the recovery of the financial sector through the assets they own. Very well run.
Price:
$29.280
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 296 entries
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