stockchase picture

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

Expert Index

List by First Name

List by Last Name

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
2015-06-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

US Healthcare.  He only finds two companies that offer any kind of upside potential.  PFE-N and GILD-O.  The others are expensive and extended.  They have already moved.  He would not look at this area.  GILD-O has some exciting developments coming.  It has good momentum.  PFE-N is trading at 2.5 times book and is one of the cheapest health care stocks he can find.  It has a decent dividend and will prove to be more defensive than offensive.  He almost put this as a Top Pick, but didn’t because he doesn’t like the group.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2015-06-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Stocks have been fluttering for a while because overhanging the markets is this issue of whether rates are going to go up or not.  He thinks they are going to go up.  The Fed is waiting for the numbers to verify their decision.  Just as everyone thinks things are awful, people then get a surprise and jump back in.  Now we learn the US economy is not in a shrinking mode.  He would not be surprised if there is a 50 basis point rise in the rate in a couple of months and then another before year end.  2016 will be the eighth year of the cycle.  The Fed needs 150 basis points in order to be able to later reduce rates to provide stimulus.  He is a value guy.  In some senses it is getting harder and harder to find value.  There are a lot of stocks that find themselves quite extended.  There are sectors including the financial sector that have kind of been left behind in the movement upwards.  It is a rising interest rate environment very much favours those kinds of stocks.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2015-06-11 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

S&P.  This is one of the longest bull markets in history.  There are still some elements in the markets that make some sense.  The last part of bull markets are normally accompanied by rising interest rates.  It is getting late in the day.  The ongoing stimulus in Europe is quite positive for the markets.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2015-06-11 DON'T BUY Must be logged in to use chart ALA-T Altagas Ltd

(Market Call Minute)  At these oil prices and gas prices there is not the drive for those companies to get going.


Price:
$38.330
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-11 HOLD Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

(Market Call Minute)  Operating on momentum.  If the music ever stops, look out.


Price:
$51.670
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-11 HOLD Must be logged in to use chart BB-T BlackBerry

He still likes the company.  You get to the point where you want to say ‘can we move it along a bit’ and so far we haven’t.  His patience is getting a little thin, but he is hanging in.  It would be nice to see this thing in action.


Price:
$11.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-11 COMMENT Must be logged in to use chart BCE-T BCE Inc.

Stock vs. Stock.  BCE-T vs. T-T.  BCE-T has a fair market value of $61.  It if hits that again it will set back.  T-T is the same.  It is in a rising phase right now but is not the exciting value for you to make it half your portfolio.


Price:
$53.500
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-11 TOP PICK Must be logged in to use chart C-N CitiGroup

It was in a range for about two years and now is breaking out nicely.  It was very powerful resistance that it broke through.  The fair market value is huge.  They could not raise their dividend so they bought back stock and this was one of the few times it really made sense to do so.


Price:
$57.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-11 DON'T BUY Must be logged in to use chart CPX-T Capital Power

Look at the dividend and then what the company is expected to make in the coming year and it is cutting it very fine.  Can the balance sheet stand the paying out of capital?  It is okay, but not fabulous.  Earnings projections are sloping off.   You don’t have the propellant of increasing year over year results.  He hopes it will hold at $21 on the downside.  It is muddling through.


Price:
$22.450
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-11 TOP PICK Must be logged in to use chart CSCO-Q Cisco

It is in a tech space that is booming.  There is an enormous renewal process that is going on and has been since 2000 when the tech bubble broke.  This one has nice upside potential.


Price:
$28.860
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-11 PAST TOP PICK Must be logged in to use chart FE-N FirstEnergy Corp.

(Top Pick June 17/14, Up 4.32%) The stock was cheap and had a nice yield.  On balance it was a nice cheap utility stock that should benefit from low interest rates.  It held up quite well. He has been selling mature utilities recently.


Price:
$34.520
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-11 COMMENT Must be logged in to use chart G-T Goldcorp Inc

He likes it.  A good quality balance sheet.  Like all of the gold stocks.  The upside potential is quite indifferent because of the low price of gold.  He is quite bullish on the price of gold over the next couple of years, however.  Gold stocks should do well then.  Don’t hold more than 10% in a portfolio.


Price:
$20.860
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-11 DON'T BUY Must be logged in to use chart HBC-T Hudson Bay Co.

(Market Call Minute)  It hit one of his technical resistance points.  It does not look interesting to him.


Price:
$22.820
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-11 PAST TOP PICK Must be logged in to use chart IMO-T Imperial Oil

(Top Pick June 27/14, Down 12.50%)  It is an integrated oil and if oil prices are weak then one side would balance out the other within the business.  He never expected oil to go down this much.  This one has performed well relative to the oil sector.  He is indifferent to the stock right now and issued a sell to the company last time he was on.


Price:
$48.580
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-06-11 COMMENT Must be logged in to use chart L-T Loblaw Companies Ltd

It has had a pretty good move, even if shaky as of late.  It is entitled to a bit of a rest.  It does not have much upside potential according to its fair market value.  It is not one of his go-to stocks.  If times get tough, people are going to continue to go to L-T.  They may squeeze more value out of Shoppers and then it would go up more.


Price:
$63.590
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 2,169 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.