Viewing Expert Ross Healy | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Ross Healy , Chairman

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
2017-10-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market.The values aren’t really here for a long-sustained market ride. He would give the market 2%-3% more to go before it runs out of gas. However, it is grinding on, so what are people doing? There is an element saying they are going to buy ETF’s. Then there are other people asking where are the really good values? Banks and financials really stand out as being the cheapest group. The auto stocks have been really ground down in the last year or so, and statistically if their earnings hold where they are, they are actually a reasonable value. He is running about 30% cash.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-10-05 COMMENT Must be logged in to use chart AMZN-Q Amazon.com

This company is the great disruptor. What is probably most interesting is that it is not technology, it is brilliant imagination. Everything is growing nicely, but what is the downside? The downside is, where are the earnings?


Price:
$980.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-05 COMMENT Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

This is finished. It has a market cap of $32 billion. The problem is, it is so big that it is almost impossible to find anything that will really impact the earnings any more. It has had a long, successful run. There will be a lot of pressure on management to keep going. The catalyst has always been those big acquisitions. Now they have to be so big that they are almost impossible to find.


Price:
$58.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-05 COMMENT Must be logged in to use chart BA-N Boeing

This has been buying back stock for a long period of time. As a result, the BV has actually been going down. He hates companies that do this. Trading at about 55X P/B. Intrinsic value is $125. This is not his idea of a good investment.


Price:
$258.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-05 PAST TOP PICK Must be logged in to use chart BAC-N Bank of America

(A Top Pick Dec 1/16. Up 22.91%.) This is still statistically cheap, and he still likes it.


Price:
$26.130
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-05 COMMENT Must be logged in to use chart BCE-T BCE Inc.

The problem with this company is that it is running hard up against its FMV. Every time it has got there, it has quit and set back. Right now, that target is $65, so at the current price you got about 11% to go. After that, it is going to set back.


Price:
$58.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-05 PAST TOP PICK Must be logged in to use chart CBI-N Chicago Bridge & Iron Co.

(A Top Pick Dec 1/16. Down 51.44%.) When he picked this, it was cheap, had a good balance sheet and was in the right area of infrastructure spending. Then energy went for another dump in the tank, and none of the infrastructure spending ever came through.


Price:
$16.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-10-05 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

You may get a little pop in this, but the problem is that it has reached a little beyond its intrinsic value. It is having a very hard time going anywhere at this juncture. He would be more on the side of trading out, looking for a bottom of around $75, rather than owning it.


Price:
$101.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-05 COMMENT Must be logged in to use chart CSX-Q CSX Corp

Hunter Harrison is certainly trying to bring his magic to the table, and this company has been moving up nicely. The stock is pretty much fully priced at the present time.


Price:
$52.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-05 COMMENT Must be logged in to use chart DOL-T Dollarama Inc.

This is not cheap. On a P/B basis, it is extremely expensive. He calculates it is about 40% overpriced. Be careful. Use a stop loss.


Price:
$137.900
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-05 DON'T BUY Must be logged in to use chart ENB-T Enbridge

The last time he recommended this was about 2 years ago when the stock took a real dive. Subsequent to that, the company got back up to its usual high valuation. It is now starting to roll over. It really doesn’t have much in the way of upside potential. Wait for another set back, or buy in slowly for the next 6 months where you might catch a nice low. Dividend yield of 4.7%.


Price:
$52.120
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-05 TOP PICK Must be logged in to use chart FTS-T Fortis Inc.

Selling very, very close to its low P/B value for the past 10 years. The stock is cheap. A nice defensive company, but has some offensive qualities in a rising market. Dividend yield of 3.5%. (Analysts’ price target is $50.)


Price:
$45.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-05 TOP PICK Must be logged in to use chart HCG-T Home Capital Group

He had been anxious to see how diluted the BV was going to be. Actually, not much happened. The balance sheet remains pretty much intact. Now that all the rubbish is behind them, the company can do what they were doing. Analysts are starting to get a little friskier with their earnings forecasts. In the next 6-12 months, he thinks we are going to see more and more upside momentum. On top of that, they may very well reinstate part of the dividend. The stock is trading at a huge discount to Book. (Analysts’ price target is $17.)


Price:
$13.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-05 COMMENT Must be logged in to use chart HON-N Honeywell International

This has pretty well got right up to very strong technical resistance where, for the past 10 years, they’ve never been able to crack through. Also, it has pretty much reached its FMV or intrinsic value. When you put those 2 together, you have a company that everybody loves, but it isn’t going anywhere.


Price:
$143.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-05 DON'T BUY Must be logged in to use chart JNJ-N Johnson & Johnson

This has run out of upside potential. It also hit one of his very strong technical resistance points. A barrier that is very, very hard to overcome.


Price:
$133.190
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 2,453 entries
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