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Compiling comments that experts make about stocks while on public TV.

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Ross Healy , President

Strategic Analysis Corp

Address
20 Eglington Ave W. Suite 1400
P.O.Box 2003
Toronto, ON
M4R 1K8

Contact Info
Telephone: 416-489-3603
Toll Free: 1-877-214-5641
Email:
Website: http://www.strategicanalysis.ca/


Date Signal Chart Symbol Company Opinion Price
2015-03-17 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He has rarely seen a market in which he has measured so many stocks at fair market value or well above them.  Buying cheap does not always seem to work out, however.  The big question is what is going on and what the Fed is going to do.  This late in the business and market cycle, if you put yourself in the place of the Fed, what do you do.  The market is okay and the economy is okay, but not bubbling along.  So you want to keep interest rates low and keep stimulating, but as time goes on you are going to run into a market cycle peak and if you do you have no ammunition to counteract it.  It would be nice to see a 200 basis point increase in interest rates.  If the Fed was fighting a recession later on you would want to have 200 basis points to be able to cut.  The last end of the market phase is usually accompanied by rising interest rates and we have not seen it yet.  If rates rise it DOES NOT mean there will be a catastrophe in the markets.  But if they don’t rise, what are we going to do?


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
_N/A
2015-03-17 TOP PICK Must be logged in to use chart AGI-T Alamos Gold Inc

A cheap gold company and a stunning balance sheet.  You have to hold golds in your portfolio with what central banks are doing around the world.  It is insane and eventually these things catch up.


Price:
$7.060
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 COMMENT Must be logged in to use chart ARE-T Aecon Group Inc

The fair market value is huge, relative to the current price.  The only issue is if investors in Canada will have sufficient confidence in the Canadian economy to get this stock going again.


Price:
$10.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-03-17 BUY Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

(Market Call Minute) They know they will have a miserable earnings number and waited to release it until an acquisition took place.  They can keep going for a while like this.


Price:
$49.240
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 DON'T BUY Must be logged in to use chart BABA-N Alibaba Group Holding

Eventually the price comes down to the fair market value.  It is a matter of timing.  This stock is disconnected from its fair market value.


Price:
$84.500
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-03-17 WATCH Must be logged in to use chart BAC-N Bank of America

If interest rates start to go back up, some of the pressure on bank margins would disappear.  US banks are very cheap.  BAC-N is at its book value.  This is a real bargain giveaway.  He has had a warm feeling for it since the recovery.  The banks have not been able to get going yet and he does not know if they will, but maybe rates going up would be the catalyst required.


Price:
$16.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2015-03-17 COMMENT Must be logged in to use chart BCE-T BCE Inc.

People are thinking maybe there is going to be an increase in interest rates and have driven interest sensitive stocks down 10% or more.  This would affect the BCE preferred.  People can get terrified and sell these things down.


Price:
$53.790
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-03-17 TOP PICK Must be logged in to use chart BMO-T Bank of Montreal

Has set back very nicely to a very favourable level to purchase and has a nice dividend and a big upside potential.  He buys the cheapest bank he can find.


Price:
$76.250
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 WEAK BUY Must be logged in to use chart CCO-T Cameco Corporation

(Market Call Minute) They have some issues with the CRA.  It is cheap and has had some decent potential on the upside so offers you a fighting chance.


Price:
$18.710
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2015-03-17 BUY Must be logged in to use chart CNR-T Canadian National R.R.

One of the best run and maybe ahead of CP-T.  The problem with rails is that they have been doing so well for so long that investors expect they will keep doing this well for a lot longer.  They have gotten very expensive historically.  The US rails have done well also.  There is additional risk if there were an economic slowdown.  Thumbs up short term, but long term they are expensive and destroying value.


Price:
$87.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2015-03-17 BUY on WEAKNESS Must be logged in to use chart CWB-T Canadian Western Bank

He was interested in it when he took a look yesterday.  It is cheaper than the other Canadian banks.  The earnings forecasts have held out recently for Canadian banks so this one is not getting itself into trouble.  He would prefer a little more dividend, but it is getting value.  At $24 he would like it a lot.


Price:
$26.270
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2015-03-17 PAST TOP PICK Must be logged in to use chart ELD-T Eldorado Gold

(Top Pick Mar. 14/14, Down 25.49%)  We all know what happened to the golds between then and now.  As long as the balance sheets are in good position he keeps these as a defense position.


Price:
$5.950
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK Must be logged in to use chart FLEX-Q Flextronic International

He likes the high tech area of the US market.  He doesn’t want to chase biotechs.  Their earnings are going up and fair market values are big so the stocks look attractive.  You might want to hold on while it runs up against a breakout point of $12.50.  If it gets above it then it is gone for a nice move.


Price:
$11.950
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 DON'T BUY Must be logged in to use chart JCP-N J.C. Penney

(Market Call Minute) The balance sheet is falling away and they are forecasting losses so not the kind of things to invest in.


Price:
$7.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2015-03-17 DON'T BUY Must be logged in to use chart KEY-T Keyera Corp

(Market Call Minute) There is not all that upside left for them.


Price:
$81.570
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 15 of 2,118 entries
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