Click Here to
receive daily
reports of the
TOP PICKS
OR
your personal
stock choices

STOCKCHASE

What the experts are saying!
This site compiles comments that experts make about stocks while on public TV shows.

There are 12 registered members and 72 guests viewing the site. Follow us on Twitter Rss Top Picks FeedRss Daily Feed
Ross Healy of Strategic Analysis Corp
20 Eglington Ave W. Suite 1400
P.O.Box 2003
Toronto ON
M4R 1K8
416-489-3603
Ross Healy's website
Toll Free: 1-877-214-5641
info@strategicanalysis.ca

Opinions from Ross Healy

TOP PICKBarrick GoldABX-T43.000Concerns on US recovery are deep and you should have some gold for protection. If $40 level does not hold out for the stock, look out as it could deliver a 30% loss..2010-01-11
TOP PICKSuncor Energy IncSU-T38.580The merger with Petrocan has created a beautiful well-rounded company. This is about as cheap as this company gets historically.2010-01-11
TOP SHORTiUnits S&P FinancialXFN-T21.820S&P Financial ETF. Because the index has moved so far and has such poor Fair Market Value, kind of correction is going to give 25%-35% downside in the banking sector.2010-01-11
PAST TOP PICKBank of MontrealBMO-T53.480(A Top Pick Jan 9/09. Up 70%.) Getting to the point where he would be a seller and not a buyer.2010-01-11
PAST TOP PICKPetro-CanadaPCA-T45.500(A Top Pick Jan 9/09. Up 65.9%.) Merged with Suncor (SU-T).2010-01-11
PAST TOP PICKBCE Inc.BCE-T27.730(A Top Pick Jan 9/09. Up 21.25%.) Would buy on weakness. Expect telcos will have some pressure from new wireless companies.2010-01-11
BUYFNX Mining CompanyFNX-T13.450Stock has moved a long ways, but his FMV of the mines indicates the mining sector is the most attractive for and upside potential. Well diversified.2010-01-11
DON'T BUYCalloway REITCWT.UN-T19.730P/E is sky high. His FMV calculation is substantially below current price. Trading at 89X forward earnings and would be happier with 15X. 7.8% yield.2010-01-11
DON'T BUYShoppers Drug Mart CorpSC-T44.750Doesn't think it ever met its downside target. He has a Sell-out on the stock. Has been rising recently but is up against resistance.2010-01-11
BUYThompson Creek MetalsTCM-T14.500Future outlook for molybdenum will be directly linked to the outlook for steel. Expecting North American recovery to be flat and some of these stocks are running ahead of themselves. However, his FMV calculation for this company is good and it looks like it could give you some more.2010-01-11
PARTIAL BUYSino-Forest CorpTRE-T20.490Good earnings, P/E and margins. FMV continues to rise. Wouldn't buy your whole position at one time. May be opportunities to get it cheaper.2010-01-11
BUY on WEAKNESSCanadian Imperial Bank of CommerceCM-T66.570Would prefer it closer to $60-$61. This is probably the one Canadian bank with the greatest upside potential.2010-01-11
DON'T BUYBank of AmericaBAC-N16.930Doesn't like getting into the US banks. Have already had a fair recovery from their extreme lows and there are still problems in the US financial pipeline.2010-01-11
DON'T BUYResearch In MotionRIM-T66.670Gives him the heebie-jeebies. Stock looks like it wants to go lower from the point of view of competition. Concerned about their intention to use up to $1.3 billion of their $1.6 billion cash to buy back stock. Stock is 5X BV, which means an instant rate of return of minus 80%. This will trash the balance sheet.2010-01-11
CommentAgriumAGU-T71.540Looking like it is on the verge of breaking out over a resistance point, which may give another 20% on the upside. If it goes up a bit and can't hold, it could set back as much as 30%. In sharp contrast to Potash (POT-T), which is very high and where the FMV continues to fall. This could also affect the stock.2010-01-11
CommentA Comment -- General Comments From an ExpertA Commentary0.020Platinum has a big industrial application so depends on how strong the economy is going to be. In a weak market it will get hit.2010-01-11
DON'T BUYManulife FinancialMFC-T20.680Because of his market outlook, would still not consider this as an entry point. Would prefer it down and they $14-$15 range. Some decent, but not great FMV. Any weakness in the market and this company will tend to go with it.2010-01-11
DON'T BUYPenn West Energy TrustPWT.UN-T19.340Its projected earnings and FMV fall far, far short of the current price. Balance sheet is kind of slipping away. Good management and good land spread. 9.3% yield.2010-01-11
PARTIAL SELLCouer D'Alene Mines Corp.CDM-T20.360Whether silver or gold, it is a straight play on the stock market. If you are bullish it is a Buy but if you are concerned, be careful. If you own, consider taking something off the table.2010-01-11
HOLDEnbridgeENB-T47.000Getting a little on the pricey side. Sees another $3-$4 upside and it will then be trading at a Price to Book which is about its absolute peak and you usually get a good selloff from this. If you own, continue to hold for a little bit.2010-01-11
BUYTrans Canada CorpTRP-T35.150Trades at about 1.5X Book. 4.3% yield.2010-01-11
HOLDGeneral ElectricGE-N16.760Still has some of that tar on it from the bailout stuff last year so having trouble getting going. Would also be concerned about any setback in the market.2010-01-11
BUYSchlumberger Ltd.SLB-N70.650His FMV calculation is well over $100. Technically it has just broken out and pulled back to a nice support level of around $60-$61 so it could go on. If the $60-$61 doesn't hold, Sell.2010-01-11
BUYCostco WholesaleCOST-Q59.350Looks okay. Has some decent potential. In the part of the economy that is going to benefit from lousy consumer sales.2010-01-11
SELLPrecision Drilling Corp.PD.UN-T9.100(Market Call Minute.) Very poor potential. No income because they cut their pay out.2010-01-11
HOLDInter Pipeline FundIPL.UN-T11.070(Market Call Minute.) Selling at about 2X Book.2010-01-11
DON'T BUYFord MotorF-N12.110(Market Call Minute.) Not a good deal of upside potential to drive it as of yet but looking a little better.2010-01-11
TOP PICKCASHCASH0.000(A Top Pick Oct 2/08. N/A.) Suggests 30%-50% for a portfolio and if the markets do pop another 10%-12% in the US, he would be even higher as the correction will be quite severe.2009-10-26
TOP PICKBCE Inc.BCE-T25.330The long-term market low has carried it down to book value. Very defensive. 6.4% dividend.2009-10-26
TOP SHORTShoppers Drug Mart CorpSC-T43.380Stock hasn't gone anywhere in the past year. When this happens to a stock, it is either building strength or it never got to where it wanted to go in the first place on the downside. Expects it to go 20% lower to around $36-$37 with a slim outside chance it could be worse on the downside.2009-10-26
PAST TOP PICKManitoba Telecom ServicesMBT-T32.220(A Top Pick Oct 2/08. Down 15%.) Dividend is quite poorly covered and the market got quite nervous about it. Getting down to an interesting level.2009-10-26
PAST TOP PICKBarrick GoldABX-T38.600(A Top Pick Oct 2/08. Up 17.6%.)2009-10-26
DON'T BUYRogers Communcations (B)RCI.B-T28.900The stock has given a Sell signal. 4% dividend.2009-10-26
DON'T BUYEnbridgeENB-T41.790Up against some pretty strong technical resistance. Had given a Sell signal. He would be cautious.2009-10-26
WEAK BUYTrans Canada CorpTRP-T33.070Has come down to quite a low valuation level and is oozing its way back up again. 50-day moving average is above the 200-day moving average, which is a very bullish sign. He sees support at $32. 4.6% yield.2009-10-26
DON'T BUYManulife FinancialMFC-T21.500This is a leveraged call on the stock market. If you are bullish on the stock market, you can stick with this one. If you are concerned, as he is, then you shouldn't go into this. Just a little bit shy of its Fair Market Value.2009-10-26
BUY on WEAKNESSCrescent Point Energy CorpCPG-T37.780You are too late for this one. Had quite a run and in the process of doing so has overtaken its Fair Market Value. 7.6% yield. Would consider it at around $28.2009-10-26
CommentBank of MontrealBMO-T51.760Getting quite close to his target of $58-$59. At that point he would be looking for a setback. Historically, when the banks have had a move of this size that they had this year, the setback has been quite substantial at 30%+.2009-10-26
CommentNational Bank of CanadaNA-T58.040This is about as high as it gets historically. Has only been above this peak once before. Expects a fair correction as he does with all the banks.2009-10-26
DON'T BUYTelus CorpT-T32.850This stock has quite a decent dividend at 5.75% but the new wireless competition threatens to damage the earnings outlook. Concerned about all of the wireless stocks. (See Top Picks.)2009-10-26
SELLDomtar Corp.UFS-T42.970The forestry group has really struggled. Ultimately all the marginal mills will close down and you'll be left with the major ones blossoming. If you own, consider taking profits and building up your cash position.2009-10-26
SELLAmerican International GroupAIG-N36.250One of the US companies that has been most savaged by all of the funny financial instruments. Because of this they have been selling off bits and pieces and the probability of ever getting back up to $54 is practically nil.2009-10-26
CommentHBP S&P/TSX 60 Bear+ E.T.F.HXD-T13.880S&P/TSX 60 Bear+ E.T.F. This is a “double” levered play and there is erosion to the initial value. If your timing is good you can do very well and this is the secret of this type of ETF. If there were another 10%-12% in the market, he would be into this one.2009-10-26
DON'T BUYVerizon CommunicationsVZ-N28.640Suffered quite a bit in their earnings forecasts. Flattened out a little bit but are now oozing down again. Could see it going down to $26.2009-10-26
BUYHudbay Minerals Inc.HBM-T14.400Commodity prices have been moving up and Fair Market Value on mining stocks have been shooting up and pulling the stock prices up behind them. His FMV is calculated at $28 and he could see the stock getting to $16-$17 very easily.2009-10-26
BUYCitiGroupC-N4.270Like buying a warrant under US banking system. At this price, you could put some mad money in. US government has set the table for US banks and it couldn't be better. The interest they are paying is practically zero so they are getting big spreads and earning lots of money. A good gamble.2009-10-26
HOLDTeck Resources Ltd. (B)TCK.B-T34.060(Market Call Minute.) Has had a big move in the balance sheet has a lot of goodwill on it, which worries him. FMV is rising like crazy and pulling the stock behind it so you could hold a bit longer.2009-10-26
SELLCanadian Oil Sands TrustCOS.UN-T30.500(Market Call Minute.) Pretty expensive and doesn't have much of a yield.2009-10-26
HOLDInmet MiningIMN-T62.900(Market Call Minute.) Fair market value is being sucked up with a high commodity prices.2009-10-26
SELLDaylight Energy TrustDAY.UN-T9.060(Market Call Minute.) Has a decent yield of 10.6% but is ahead of its FMV. Doesn't like these kind of stocks2009-10-26
BUYMicrosoftMSFT-Q28.680(Market Call Minute.) Looks like it could go higher. Windows7 looks like an interesting product.2009-10-26
TOP PICKBarrick GoldABX-T37.290(A Top Pick Aug 29/08. Up 2.76%.) Possibly the one gold company that is really run as a business. Has decent upside potential.2009-08-13
TOP PICKBCE Inc.BCE-T26.150Nice dividend yield. Not very far away from its BV and has nice Fair Market Value, everything he looks for in a nice defensive play.2009-08-13
PAST TOP PICKBell AliantBA.UN-T26.680(A Top Pick Aug 29/08. Up 7.27%.) Good company and relatively cheap. Still a Buy.2009-08-13
PAST TOP PICKHBP S&P/TSX 60 Bear+ E.T.F.HXD-T15.020(A Top Pick Aug 29/08. Down 17.8%.) Beta Pro TSX60 Bear + ETF. After he recommended this, there was a stunning decline in the market and this went up more than 50%. Given his outlook on the market currently, he would be inclined to be heading back into this.2009-08-13
CommentManulife FinancialMFC-T22.500Essentially a levered way to play the stock market. Still have considerable problems due to their variable life policies and there are substantial liabilities against them if the market were to set back substantially. Consider reducing your holdings.2009-08-13
CommentSunlife FinancialSLF-T32.200Pretty much in the same situation as Manulife (MFC-T) and tend to trade pretty closely together. Both can be considered as trading stocks but in the current market be wary of them.2009-08-13
CommentA Comment -- General Comments From an ExpertA Commentary0.020Market. Recent report indicates corporate insiders have been selling personal shares at a greater pace than any time since the bull market of 2007. Probably on to something and are going by their expectations of the market rather than the bullish outlook of the street analysts. Look to something with minimum downside risks such as utilities.2009-08-13
TOP SHORTNASDAQ 100 TrustQQQQ-Q40.090Ed. BNN interviewer referred to this as a Short but the screen showed it as a Top Pick. Phoned Ross Healy for clarification but haven't heard back. My interpretation is that if the NASDAQ 100 reaches 1750, then you should Short this. Sorry I couldn't be more clear. Bill2009-08-13
SELLAgriumAGU-T53.010Wouldn't be surprised if this pulls back into the low $40’s. This stock is up against some pretty stiff resistance. Fundamentally, the industry is facing potentially substantially lower fertilizer prices.2009-08-13
DON'T BUYEnerVest Diversified Income TrustEIT.UN-T11.320He is quite indifferent to this one currently. Looks fairly extended from his point of view. Also, in another year or so, income trusts will have to convert and there could be some concerted selling when they cut distributions.2009-08-13
SELLCanadian Oil Sands TrustCOS.UN-T27.650Sell this and buy Crescent Point Energy (CPG-T)? Canadian Oil Sands has recovered as far as he thought it would. Not a bad switch. (ED. Not sure he is enamoured with Crescent Point either.)2009-08-13
CommentFairfax FinancialFFH-T362.000It is going to be tough for them to follow through on their staggering coup last year in the derivatives market. Historically speaking, it is not priced at its maximum but is well up.2009-08-13
DON'T BUYPower Financial CorpPWF-T29.090Has had a pretty spectacular recovery and not sure there is a lot left in Fair Market Value.2009-08-13
HOLDViterra IncVT-T9.010Has a decent and improved balance sheet and the stock is selling at a very modest discount to its Book Value. Fair Market Value is pretty high at $20 if you can accept the street estimates on the stock. Maximum downside risk might be to about $7. Has the earnings and the FMV to drive it higher.2009-08-13
CommentA Comment -- General Comments From an ExpertA Commentary0.020US$. Very few countries have an interest in the dollar pounded. Global holdings of US debt instruments are very large and the US is so important. Expects the Cdn$ to edge higher while the US$ edges lower but doesn't think there is going to be anything spectacular.2009-08-13
CommentBank of MontrealBMO-T51.330Potentially bank stocks look like they want to work a bit higher, maybe 15%-18%. This one might carry as high as $60. Have to be careful because over the past 30 years of trading in bank stocks this has been the biggest, fastest recovery of them and when they start to fall they can have nasty corrections.2009-08-13
BUY on WEAKNESSToronto DominionTD-T63.300Could fairly easily go as high as $70. If the markets set back as he expects, all of the banks are going to get hit. Unless you want to pop in and pop out (trade) the stock he would wait.2009-08-13
HOLDManitoba Telecom ServicesMBT-T32.750Thinks this one will prove to be relatively defensive in any kind of a setback. Their earnings and dividends are pretty close together and there are concerns dividends may be chopped but he doesn't think so. Terrific balance sheet.2009-08-13
CommentRogers Communcations (B)RCI.B-T30.530Has some Fair Market Value and a modest yield. Doesn't look too bad. Given how indifferently the stock has reacted overall since the market bottom, it looks to him like it wants to go lower however, if the market keeps on going, you could get a little bounce in the short term.2009-08-13
DON'T BUYCitiGroupC-N4.060Valuation condition tells him that the market is very sceptical about their balance sheet. Looking at some of the potential emerging problems still in the US financials he feels very much the same way. No Fair Market Value so strictly a speculation.2009-08-13
CommentKinross GoldK-T21.480Some decent Fair Market Value potential. Gold group appears to be waiting for a big move in bullion to $2000 an ounce that the gold bulls are talking about. He doesn't believe in this but rather it will be the industrial application that affects the price of gold. (See Top Picks.)2009-08-13
DON'T BUYIvanhoe MinesIVN-T9.710Doesn't particularly like resource companies that are in basically political hostile environments. Price to Book Value is very high. Pure roll of the dice.2009-08-13
DON'T BUYEnerplus Resources FundERF.UN-T23.480When it converts to a corporation, it will probably be one of those companies where there may be a savage slashing of the income payout. Fair Market Value right now is actually lower than the price of the trust itself.2009-08-13
DON'T BUYBombardier Inc (B)BBD.B-T4.330(Market Call Minute.) Just recently met his upside target of $4.50. Now facing quite a bit of overhead resistance.2009-08-13
DON'T BUYHarvest Energy TrustHTE.UN-T6.700(Market Call Minute.) Some potential for them but it is getting late in the day for energy trusts and he is nervous about their payouts.2009-08-13
DON'T BUYDeere & Co.DE-N45.630(Market Call Minute.) Looking at the analysts’ earnings forecast (his Fair Market Value) it has been plunging. FMV is about $52.2009-08-13
CommentIamgold CorpIMG-T13.220(Market Call Minute.) Some decent Fair Market Value potential. Gold group appears to be waiting for a big move in bullion to $2000 an ounce that the gold bulls are talking about. He doesn't believe in this but rather it will be the industrial application that affects the price of gold. (See Top Picks.)2009-08-13
CommentResearch In MotionRIM-T82.630From a FMV point of view it still has a lot of upside potential. Could see the stock going to $100.2009-05-21
SELLDow ChemicalDOW-N17.070Had a beautiful run but has outrun its FMV numbers. Trading at book value, which historically would be cheap but has outrun itself and he would take money off the table and let it settle before stepping back in. Earnings forecasts do not support the current price.2009-05-21
CommentA Comment -- General Comments From an ExpertA Commentary0.020S&P 500: He is treating this rally as nothing but a rally. Even the Fed is pointing out that the economic outlook is pretty bleak for the next year or so. That indicates a lot of misplaced confidence in the market.2009-05-21
SELLTeck Resources Ltd. (B)TCK.B-T15.140Percentage wise has had a really nice bounce off its lows from death’s doors. Thinks it is out running its FMV and needs to have things like coal come through. He is taking money off the table.2009-05-21
HOLDSNC-Lavalin Group Inc.SNC-T37.960Came off some nice support at about twice its book value. Speed of the infrastructure is another problem. Looking at it historically, it is not cheap anymore.2009-05-21
PARTIAL SELLManulife FinancialMFC-T21.390At this juncture, it is pretty much a call on the market. Because of those variable annuities they wrote they still have a very substantial exposure if the market were to set back badly. If you own, consider bleeding it out and buying back in on a market setback.2009-05-21
CommentA Comment -- General Comments From an ExpertA Commentary0.020Gold: He prefers gold stocks to bullion because you can attach some investment value. (See Top Picks.)2009-05-21
SELLToronto DominionTD-T48.460Probably one of the very best run banks in Canada. It has actually under performed a number of the other stocks on the index. It looks like it is stalling out at a point where he is recommending selling other banks so maybe it doesn't go any further. He would buy in at $41.2009-05-21
TOP PICKBarrick GoldABX-T41.970(A Top Pick June 5/08. No change.) This is the star of the Gold group. A core holding, particularly now when the US$ is suffering the slings of arrows of an outrageous collapse.2009-05-21
TOP PICKBCE Inc.BCE-T23.870In a potentially risky market this one has already hit its all-time low at its book value of about $22. Has a nice yield if you are looking for income and safety. Has an upside target of around $30.2009-05-21
TOP PICKCASHCASH0.000His clients are holding 40% to 60% cash in their portfolios. He wants to sit by the sidelines until the sentiment starts to turn negative again.2009-05-21
PAST TOP PICKPetro-CanadaPCA-T43.120(A Top Pick June 5/08. Down 26.5%.) Being acquired by Suncor (SU-T), which is a brilliant move on their part. He'll probably continue to hold.2009-05-21
PAST TOP PICKBell AliantBA.UN-T25.070(A Top Pick June 5/08. Down 15.9% excluding disbursements.) 2009-05-21
DON'T BUYSherritt International Corp.S-T5.030Like a lot of the mining stocks it had a decent bounce off its lows but he is not high on the management or the company. Have problems in 2 of the areas where they have mines.2009-05-21
CommentA Comment -- General Comments From an ExpertA Commentary0.020Market: His signals are telling him that it is only 1%-2% for the TSX to have another major down leg.2009-03-05
DON'T BUYManulife FinancialMFC-T10.000Made a huge mistake in not hedging their variable annuities. There are unknown liabilities. If the market recovered in the next year or so, they probably would skate onside. If it doesn't, there is some question as to how much equity of the company that might be wiped out. 10.4% dividend.2009-03-05
WEAK BUYToronto DominionTD-T35.180May have already hit bottom. At least has hit its long-term downside target. If you have some courage, you could Buy this. Has had a bounce so he is waiting for it to come back down again.2009-03-05
DON'T BUYWells FargoWFC-N8.120You have to be gutsy to get into the US financials right now. The unknown sunken logs and torpedoes in the balance sheets can have an unknown impact.2009-03-05
DON'T BUYCanadian National R.R.CNR-T38.820Too early to get into this. Stock broke down within his programs and has signalled a Sell. May have another 20%-25% to go before he would be really comfortable. FMV is actually hanging in quite well.2009-03-05
CommentA Comment -- General Comments From an ExpertA Commentary0.020Energy: Oil/gas index has actually reached about a 40-year average low, the low point in which the index has staged 2 or 3 really good bull markets. He is watching the entire oil complex with a warm feeling towards that area.2009-03-05
CommentNexen IncNXY-T16.080See comments under Energy. This company is getting into that position as well.2009-03-05
BUYAgriumAGU-T42.030$15 off its 52-week low, which he feels may be a good sign of good things to come. Holding reasonably well. Have added equity to the balance sheet. Reasonably cheap.2009-03-05

Privacy Policy



Other worthy sites:

Powered by phpMyEdit of Platon Group
Life Insurance Canada - Canadian life insurance broker with online life insurance shopping.
American Universal Life Insurance
American term life insurance quotes
Canadian term life insurance rates
Our Main Page

www.financialwebring.com