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

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Ross Healy of Strategic Analysis Corp
20 Eglington Ave W. Suite 1400
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Opinions from Ross Healy

PAST TOP PICKBarrick GoldABX-T49.220(Top Pick Jan 28/11, Up 4.19%) 2012-01-10
PAST TOP PICKBristol Myers SquibbBMY-N34.620(Top Pick Jan 28/11, Up 37.38%) Said good-bye with a good profit.2012-01-10
HOLDCanadian Pacific RailCP-T68.670Doesn’t think CP rail is a takeover target. Stock has moved up quite a ways since the hedge fund has tried to displace management. You want to hang on for a little bit longer, but you are not buying the stock particularly cheap. 2012-01-10
TOP PICKDavis + HendersonDH-T17.7507.2% yield. This is one of the few stocks that stands out as having forecasts that are steadily going upwards for 2012. Stock is set back almost to it’s price to book. 2012-01-10
BUY on WEAKNESSGoldcorp IncG-T45.830Would like to see them a little bit cheaper before being interested in it. Had a cap on it of 2 times book value for some time. If that is a peak he would like to buy it cheaper (2 or 3 dollars cheaper than here). Prefers other gold stocks at this time.2012-01-10
HOLDIntelINTC-Q25.590Earnings are returns 25% so it is not overpriced but earnings have been softening and the outlook for high-tech stocks is softening also. So we may have seen the highs for Intel. 2012-01-10
PAST TOP PICKManitoba Telecom ServicesMBT-T29.650(Top Pick Jan 28/11, Up 0.45%) Had been going down and he could see warnings swing. With income, stock has performed brilliantly.2012-01-10
BUY on WEAKNESSPotash Corp of SaskatchewanPOT-T44.360Was thinking if it fell back to $34-37 he would take a swing at it. Caller was asking about shorting it but he would not do that.2012-01-10
SELLSaputo Inc.SAP-T38.300Has hit its max valuation. Stock has fallen and given a secondary sell signal. Nice balance sheet but it has been there and done that and it is a nice cheese sandwich and there is not point in warming it up.2012-01-10
TOP PICKShaw Communication (B)SJR.B-T20.58011 times earnings, little bit of softening in earnings forecast. He is not looking to take investment positions. He is approaching market from a trading point of view. Don’t expect to be holding these stocks for 3 years. It is a trade.2012-01-10
TOP PICKTransalta CorpTA-T21.020Stayed away for a very long term and then an interesting thing happened. Forecasts are making a U turn so he has recommended the stock. It is not exciting but it sure has heck has done better than the TSX itself and is looking for a nice bounce in the stock and a nice yield.2012-01-10
SELLToronto DominionTD-T76.830Enjoyed a nice rally but earnings are under pressure. Low interest rates are not helping. Overall financial index has given him a sell signal. Would be selling banks. There is going to be margin pressure and the US banking system is not out of the woods.2012-01-10
HOLDCineplex IncCGX-T25.340Nice move. It is expensive. DO not particularly represent the kinds of values he would go out and buy. Would be a holder, but not a buyer.2012-01-10
N/AA Comment -- General Comments From an ExpertA Commentary0.020Markets: Chinese import is low and people are hoping for monetary easing. He calls this in the US QE 2 and a half. QE 1 and 2 did not work that well but that is what people are hoping for. This year we are going into have to get through he first quarter to know if this will be a good year in the markets. The rebound from 2008 has played out. We are seeing there are an awful lot of earnings downgrades. 2012-01-10
HOLDA Comment -- General Comments From an ExpertA Commentary0.020Tech Stocks: BA – stock had a brilliant two years. Has been holding all the way through. Is getting a little on the expensive side. Earnings do not cover the dividend at the present time. Finding an income stock to replace it is hard.2012-01-10
WAITAppleAAPL-Q377.410Stock has been in very solid, wide swinging uptrend. He has a technical target of $320, which is 4X Book Value, which has been a pretty reliable point where this company has changed direction.2011-11-17
TOP PICKBarrick GoldABX-T50.660One of the most reliable golds that there is. Stocks have reached a point where they have lagged behind bullion so much that if there is another movement in bullion we are going to have a nice movement in stocks, which may well outperform gold bullion itself.2011-11-17
CommentAgriumAGU-T72.260Feels that commodities are going to tend to do well in the long-term. Expecting commodity inflation. On a price to book value, this is a lot cheaper than Potash (POT-T).2011-11-17
DON'T BUYDeere & Co.DE-N75.020Not bad. Has been running up against some technical resistance that it will have to get over it it's going to go any higher. Up in the higher end of its valuation range of the last 25 years in Price to Book terms. Has some long-term risks.2011-11-17
TOP PICKDavis + HendersonDH-T16.000Earnings forecasts have been ratcheting upwards quite nicely. Strong yield of 7.6%.2011-11-17
BUYHusky EnergyHSE-T24.940In an interesting situation. Earnings forecast for 2011-2012 are not going anywhere, and if anything it is a slight drift downwards. Good news is that it has a nice yield. Very close to a very long-term low in price to book terms.2011-11-17
CommentKirkland Lake GoldKGI-T18.420Like all gold stocks, this company is waiting for evidence that gold can press above $1900 level.2011-11-17
DON'T BUYRoyal BankRY-T43.950Expects they will hold their dividends. Management has said they have a lot of money but can't lend it to anyone, which means their margins are being squeezed. Earnings forecasts for 2012 have been literally falling like a stone. Would be much more interested at $36-$37.2011-11-17
PAST TOP PICKYamana Gold Inc.YRI-T15.940(A Top Pick Sept 7/10. Up 51.56%.) Still likes and would still be a Hold.2011-11-17
CommentA Comment -- General Comments From an ExpertA Commentary0.020Comment Markets. Doesn't look at this as a buying opportunity yet. Hasn’t had a confirmation yet from the TSX 60 that this is anything more than just a bounce off a set back. Financial stocks in particular are acting poorly. If there is no leadership from the financials, he is always suspicious. (Stay with gold.)2011-11-17
BUYIntact FinancialIFC-T57.290Earnings are soaring on this company and the forecasts for 2012 are doing quite well. Doesn't appear to have stepped on any land mines. Yield of 2.6% is not exciting. His upside target is as much as $70.2011-11-17
PAST TOP PICKBell AliantBA-T27.550(A Top Pick Sept 7/10. Up 17.16%.) Still likes and would still be a Hold. This one is all about the dividend. Almost 7.5% yield.2011-11-17
TOP PICKCASHCASH0.010(A Top Pick Sept 7/10.)2011-11-17
DON'T BUYAgriumAGU-T83.980Giving him mixed signals on what is going to happen next. It is nervous trading. He is nervous that this stock may give him some downside. 2011-08-31
WAITBombardier Inc (B)BBD.B-T4.770Had a huge write down due to conversion to IFRS. Left the company hung up at 6 times book value. Downside target of $4. 2011-08-31
WAITBank of New York Company Inc.BK-N20.670The problem is that it doesn’t really have much of a driver. Problems in US banks have not gone away. This one is interesting because it is huge in pension fund business – safe keeping, etc. One of the few banks where there has been steady growth in their balance sheet. You would be better off if you wait for a cheaper level ($22 or $21)2011-08-31
HOLDCanadian Natural RsrcsCNQ-T37.000Gave quite a good sell signal quite close to the top but now it has met its down side target. You could let some go if you are up a lot. Nothing wrong with it. Well run company.2011-08-31
HOLDCanadian Oil SandsCOS-T23.410Fell right down to pretty good support. Was wobbling when it was up there and then finally down it went. Much improved dividend yield. It’s not a buy, but not a sell.2011-08-31
HOLDEncana CorpECA-T24.870To go up we need a driver of Nat Gas prices and is not necessarily in the cards. The stock is fairly cheap. It’s a good place to go long term. There is not a lot of upside in gas needed to get the stock moving. Don’t add to position now. Just sit on it.2011-08-31
DON'T BUYFord MotorF-N11.120Great company and great turnaround. Got up to 14 times book value. They should have done a big underwriting when their stock price was down to fortify the balance sheet. If we have a double dip they wont necessarily be able to take another hit.2011-08-31
SELLFortis Inc.FTS-T32.660Getting nervous about it. Almost got to price book value. It’s still not particularly cheap. Nothing wrong with the company. He sold all his position.2011-08-31
DON'T BUYMagna Int'l. (A)MG-T37.190Has settled back to book value. It’s neither expensive nor cheap so it is a difficult stock. If we do get a double dip recession or slow down, it is hard to figure what kind of driver would push this one higher. Nothing would compel him to sell it.2011-08-31
WAITNiko ResourcesNKO-T55.740Even that oils are badly savaged, he would not be surprised if we got a rebound in oil stocks generally. But give the expectation of a weakened economy, it wouldn’t surprise him if we had some weakness in oil prices. Don’t bound in too quickly if buying or averaging down.2011-08-31
TOP PICKShaw Communication (B)SJR.B-T22.400Very nice valuation especially compared to Rogers. Will hang in and if markets pick up could give you a nice little gain. Defensive play.2011-08-31
BUYSunlife FinancialSLF-T26.540$23 is a good place to acquire it, but in a market sell off it could go lower. In a couple of years you will be fine.2011-08-31
BUYSuncor Energy IncSU-T31.380Still trading at a premium to book value. Doesn’t know why a company would by back stock above book value. Close to its downside levels. We are finding out if market is valuing Suncor as just Suncor or as Petro Can as well. Likes it and it is cheap.2011-08-31
TOP PICKTransalta CorpTA-T22.020Stock is cheap compared to its own long-term record. Has a nice dividend. Earnings forecasts are starting to turn back up again. There is support from analysts, markets.2011-08-31
WAITTalisman EnergyTLM-T16.370It reminds him of CNQ a little while ago. Got a sell signal right now. Potentially a price as low as $14. 2011-08-31
HOLDA T & T UST-N28.480Likes it and is one of his US positions. Done nicely. Nice yield. Will continue to happily hold it.2011-08-31
BUYTrans Canada CorpTRP-T42.360Liked it for a while. A core stock in his portfolio for some time. It had a set back, fell to support. Would be awfully nice to have keystone go through but if not, it’s ok. 2011-08-31
BUYYellow Media IncYLO-T0.810Blind-sided in every possible direction. Stock is now dirt cheap, nice yield and it is quite beaten up. Huge discount to book. Analysts think they will earn the yield 2 or 3 times over. He would average down. Has a chance to rebound.2011-08-31
PAST TOP PICKYamana Gold Inc.YRI-T15.500(Top Pick Sep 7/10, Up 44%) Was trading at book value, which is very, very cheap for a gold company. Also he likes gold stocks.2011-08-31
TOP PICKYamana Gold Inc.YRI-T15.500Likes being exposed to gold sector. Still one of the cheaper of the gold stocks. Lots of upside potential. If there is QE3, still has lots of room.2011-08-31
N/AA Comment -- General Comments From an ExpertA Commentary0.020Market: He is somewhat bearish on the economy, on the economic outlook. Stock market had risen so high that it was discounting anything that was particularly good that could happen. You had to have an awful lot of economic good news. Ben is almost at a loss for words. QE2 had not produced the results he had hoped for. There is a lot of dissent in congress and in the fed. The only way QE3 could get underway is if the stock market takes another tumble. The problem is that the US has an insolvent balance sheet and need to clean it up. Dow transport had been leading the market all the way up. It reached a valuation level it had not seen in 40 years. It has given him a bear market signal. Thinks it is one of the leading indicators of where the markets are going to go. He put is clients in 30-35% cash. Lots of income stocks. 2011-08-31
SELLChorus Aviation IncCHR.B-T4.370Doesn’t have much in terms of drivers and is expensive on a price book basis.2011-08-31
HOLDPrecision Castparts Corp.PCP-N163.850Has done beautifully. Lots of fair market value potential. If ti gets to $180-$185 mark that would be everything that you will see this time around.2011-08-31
PAST TOP PICKBell AliantBA-T27.250(Top Pick Sep 7/10, Up 14.75 Total Return) You want some nice yield protection on the downside. Not the hottest company in the world, but it is well run, cheap and nice yield.2011-08-31
HOLDVisa Inc.V-N87.880Has been doing quite well. It’s hard to fight success. It is a business that is swamped with product. You pay your money and take your chances.2011-08-31
TOP PICKCASHCASH0.010(Top Pick Sep 7/10) Not unhappy having cash at the present time. Profile for next two years will be similar to Japan over last few years. Long down trend with enormous trading moves.2011-08-31
TOP PICKBarrick GoldABX-T45.460You’ve got to have a core holding of gold stocks in your portfolio. The best managed and best run of the gold stocks. Americans are going to panic about the forthcoming elections.2011-07-12
DON'T BUYGeneral ElectricGE-N18.380Has very little upside potential. Would like to see the company broken up into its different parts, which would be better apart than together.2011-07-12
PARTIAL SELLHoneywell InternationalHON-N57.280When it gets up to about 4X Book, where it is now, that tends to be it.2011-07-12
BUYManitoba Telecom ServicesMBT-T31.900Analysts’ earnings forecasts have now leveled off and are starting to turn back up again. Excellent balance sheet.2011-07-12
BUYMicrosoftMSFT-Q26.540Down at a very low valuation level compared to its long history. His Fair Market Value is far ahead of the current price. Fairly low risk.2011-07-12
CommentRioCan Real Estate InvestmentREI.UN-T26.350One of best managed REITs and heavily into the commercial area. Stock has had a nice run, but from his point of view it is at the high end of his Fair Market Value range. Doesn't see a lot of upside for this.2011-07-12
BUYResearch In MotionRIM-T27.520Fallen to about 1.5X Book Value. ROE, even with severely cut back earnings, is still better than 20%, so it is getting fairly cheap. The real concern is the long term survivability against its competition. Now a trading stock, Not a Buy and Hold.2011-07-12
SELLRoyal BankRY-T53.500At its peak was at the valuation high that it has been at for the last 60 years. When this happens with companies, he is inclined to Sell and let them go.2011-07-12
PAST TOP SHORTShoppers Drug Mart CorpSC-T39.580(A Top Short May 20/10. Down 14%.) Would still Short.2011-07-12
TOP PICKShaw Communication (B)SJR.B-T22.030Has got about the best dividend of the 3. Very stable in about the Price to Book of about 2.5 times. Fairy well positioned in the market. Fair market value and earnings trends are good.2011-07-12
BUYSuncor Energy IncSU-T37.980Pretty much at the low end of its valuation range for his calculations. Nice upside potential.2011-07-12
CommentSino-Forest CorpTRE-T4.280For years, the auditors have been saying the balance sheet is fine. If there is any validity to their balanced sheet and their current cash position, the upside could be quite exciting. Will be a gamble whichever way you go.2011-07-12
TOP PICKYellow Media IncYLO-T2.370Has been beaten up by the analysts. There will come a time when people shut up about it and when that happens, the stock will take off.2011-07-12
CommentAlimentation Couche-Tard (B)ATD.B-T29.850Stock is fairly cheap from his Fair Market Value perspective. Trading at a bout 2.5X BV and has been much higher in the past. Seems hard for it to get any traction. Needs a strong market and then it will go.2011-07-12
PAST TOP PICKYamana Gold Inc.YRI-T12.450(A Top Pick May 20/10. Up 13.07%.) Still likes.2011-07-12
PAST TOP PICKBell AliantBA-T28.750(A Top Pick May 20/10. Up 23.48%.) Still likes.2011-07-12
TOP PICKBarrick GoldABX-T51.250(A Top Pick Jan 11/10. Up 20.65 %.) Long term, whether the US backs off from its highly inflationary stance or not, they are going to be back to it. US economy is in such desperate straits, that going into the 2012 election the Fed had better be hyping or otherwise, because Obama and everybody in in congress will be dead.2011-04-15
TOP PICKBristol Myers SquibbBMY-N27.880Good yield, but also selling close to its absolute low since 1982. In the meantime everything is happily bubbling along for the company. Excellent upside potential. Partially defensive but also partly aggressive.2011-04-15
DON'T BUYValeant PharmaceuticalsVRX-T51.030Getting very close to 4X book value. At its Fair Market Value.2011-04-15
DON'T BUYGeneral ElectricGE-N20.040Has hit its target and has run out of fair market value upside. Earnings have been very tepid. However as an interesting take on the company, it is worth more dead than alive. If he were running it, he would pull it apart and sell all the pieces.2011-04-15
DON'T BUYMagna Int'l. (A)MG-T43.910Had a disappointment which immediately cratered the stock. Has not been able to get its feet under it yet to get going. Auto sales, particularly in the US are no longer growing strongly. Auto stocks need to pull back to a safe level.2011-04-15
DON'T BUYResearch In MotionRIM-T51.160Really nervous about this one. Apple (AAPL-Q) has been eating their lunch in the phone business and it’s very clear that their Playbook is not being well received. Market is increasingly leery of the company. ROE is still excellent. His target is $45.2011-04-15
DON'T BUYSuncor Energy IncSU-T42.080(A Top Pick Jan 11/10. Up 10.7 %.) Little concerned about markets until after possibly May-June when we find out what the Fed is going to do regarding quantitative easing. If they don’t, he would prefer to be defensive.2011-04-15
WAITTeck Resources Ltd. (B)TCK.B-T49.830His target is $5 lower, which he would consider a good technical entry point but looking into 2012, it depends on the US economy.2011-04-15
TOP PICKYellow Media IncYLO-T4.890Analysts are forecasting that it will cover its dividend for the next couple of years. 13% plus yield. His target would be $6-$6.25.2011-04-15
PAST TOP PICKiUnits S&P FinancialXFN-T24.480(A Top Short Jan 11/10. Down 17.63 %.) This was a losing strategy. It was right up against one of his technical breakpoints at the time.2011-04-15
CommentA Comment -- General Comments From an ExpertA Commentary0.020S&P 500. US economy, for all its vaunted recovery, is kind of hanging on by its fingernails and heavily reliant on quantitative easing stimulus. We are now coming to the end of the 2nd one and the market is hoping against hope that it will be renewed and there will be a QE3 but gold market is telling you no as it is terrified of inflation, even hyper inflation. Having done 2 of them, the Fed has to sit back a little bit and let the economy prove or not that this is the case. We are 85%-86% dependent on the US. 2011-04-15
CommentA Comment -- General Comments From an ExpertA Commentary0.020Rising interest rates and inflation. If we get QE3 (quantitative easing), you had better look out. Inflation in the US is already vicious and rampant and sooner or later it will affect interest rates badly. If they don’t pursue QE3, it’s a different story. If they back off, we’ll probably not get rising interest rates and it may create a slowing US economy. There is a key meeting at the end of April, which will reveal a lot about their intentions.2011-04-15
CommentA Comment -- General Comments From an ExpertA Commentary0.020Gold. Gold price has moved and moved but the stocks have lagged. Historically gold stocks have snapped catching up to the price of gold. Gold stocks have been getting cheaper and cheaper. If you own, stay with them. (See Top Picks.)2011-04-15
DON'T BUYDaylight Energy LtdDAY-T (Dead)10.620Scares him a little. Balance sheet numbers are kind of falling away. Stock has been doing well in the market but fundamentals underneath it do not justify it.2011-04-15
HOLDBell AliantBA-T26.870Likes this stock. Not going to take off and go anywhere. Gives nice income. Fairly defensive.2011-04-15
TOP PICKBarrick GoldABX-T47.390(A Top Pick Jan 11/10. Up 8.06%.) You have to have a gold component in your portfolio. Long term outlook for the US$ is miserable and Bernanke is doing nothing about it.2011-01-28
DON'T BUYBank of AmericaBAC-N13.600As a rule he doesn’t particularly like the US banks. US is not out of trouble. Mortgage problems continue to haunt it. Pickup in their economy is very tepid.2011-01-28
DON'T BUYBank of MontrealBMO-T57.840On a technical call, he is wary of both Bank of Montreal (BMO-T) and Royal (RY-T), the Royal in particular.2011-01-28
TOP PICKBristol Myers SquibbBMY-N25.790 Likes the US health care pharmaceuticals in general. This one has a nice yield. Selling at a low valuation.2011-01-28
HOLDBank of Nova ScotiaBNS-T56.020Relative to its own history is very expensive but has some room to go before it gets to its long term (60 year) peak.2011-01-28
HOLDGeneral ElectricGE-N20.200Has had a pretty nice recovery. Has a little room to move at this juncture. Sees a near term technical peak at about $20. Doesn’t have enough Fair Market Value oomph behind it to get a good deal further than that.2011-01-28
TOP PICKManitoba Telecom ServicesMBT-T30.930Analysts earnings estimates kept going down but then just recently the analysts suddenly became more positive. Earnings forecasts are changing. On a long term perspective, stock is cheap and has decent upside potential. 6% yield.2011-01-28
CommentManulife FinancialMFC-T17.350A warrant on the stock market. Has been moving heaven and earth to get over the annuity product risk. Have sterilized about 60% but it still leaves 40% so stock and earnings forecasts rip up and down with the stock. Probably twice as volatile as the market itself. Could give you 10%-15% more but bear in mind what you are holding.2011-01-28
DON'T BUYRoyal BankRY-T53.340On a technical call, he is wary of both Bank of Montreal (BMO-T) and Royal (RY-T), the Royal in particular. This one hit a 62 year valuation high last year. Not particularly cheap.2011-01-28
PAST TOP PICKSuncor Energy IncSU-T40.040(A Top Pick Jan 11/10. Up 1.12%.)2011-01-28
PAST TOP SHORTiUnits S&P FinancialXFN-T23.080(A Top Short Jan 11/10. Up 10.72%.) S&P Financial ETF.2011-01-28
CommentA Comment -- General Comments From an ExpertA Commentary0.020Quantitative easing is driving the market. If that stops then that is sort of the end. GDP ratio to Debt is at .289. Currently we are at $3.50 of debt for every $1 of GDP, which is where productivity of debt falls to zero. Unless US continues to borrow a tremendous amount of money, their economy will tend to retreat.2011-01-28
CommentA Comment -- General Comments From an ExpertA Commentary0.020Bank Stocks? The 6 bank stocks are giving mixed messages. 2 of them have given him clear Sells. 2 of them have hit ceilings and look as if they are going back down again. Remaining two, TD (TD-T) and Scotia (BNS-T), would be rated as good solid holds.2011-01-28
HOLDCanfor Pulp ProductsCFX-T14.950People are starting to get optimistic about forest product sector. Hasn’t been a particularly a good performer and the pricing has not been very good. When looking at the FMV, they don’t jump out. Trading at around 1.5X Book and it’s alright.2011-01-28
DON'T BUYBankers PetroleumBNK-T8.210Expensive. Getting to about 4.5-5 times Book Value. Most of the oil companies are probably under 2X book. Unless you like a lot of risk, there are others he would rather be in.2011-01-28

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