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
2016-12-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. What Trump plans to do is to reverse course from what has been going on for the past 8 years, and take away the emphasis on monetary policy and low interest rates, and move over to fiscal policy. There are 4 things coming along. 1.) Tax cuts, which can be fairly quick, and would be a nice boost for corporate profits. 2.) Up to $5 trillion of infrastructure spending, designed for all those people who have lost their jobs. 3.) Potential changes to the Dodd-Frank act for the banks. 4.) A major repatriation of all of the overseas cash that is sitting in bank accounts of many corporations. These things are quite bullish for the market. He suspects that the US$ is going higher, and gold is going lower. You put your money into the financial stocks, which are going to be huge beneficiaries.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2016-12-01 PAST TOP PICK Must be logged in to use chart ABX-T Barrick Gold

(A Top Pick Jan 26/16. Up 49.48%.) The stock actually got up to $31, and had a 40% correction from the top. He has a technical line in the sand at about $14. He is concerned about the price of bullion in the next while.


Price:
$20.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 PARTIAL SELL Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

He is steadily selling off his holdings. It has exceeded its FMV by about 20%. The stock has done well, but to keep going the way they have, they have to make larger and larger acquisitions. His experience with consolidators is that eventually they reach the stage where they make a catastrophic acquisition, and the stock goes down.


Price:
$60.190
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 COMMENT Must be logged in to use chart BA-N Boeing

Boeing (BA-N) or Delta (DAL-N)? A fine company with a fine management, but absolutely incompetent as far as their capital market sense is concerned. They’ve been buying back stock again and again. You would’ve thought that if they had bought back all that stock, earnings would have been going up, but they are sliding down instead. They should stop buying back stocks, because essentially, they are buying back a little bit of BV, and a whole lot of air. Trading at about 16.5X BV, which is very high. Delta trades at about 2.5X BV. He would buy Delta and forget Boeing.


Price:
$152.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-12-01 TOP PICK Must be logged in to use chart BAC-N Bank of America

He likes the US banks across the board. This is trading at about its nominal Book Value, a discount to what he would call his Fair Market Book Value. It has huge upside potential, and he thinks that potential is going to grow under the Trump administration. Dividend yield of 1.37%. (Analysts’ price target is $20.07.)


Price:
$21.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 COMMENT Must be logged in to use chart BPY-N Brookfield Property Partners

A little overvalued. The last few months have been characterized by weakness, particularly in the commercial property stocks. Higher rates are going to hurt stocks to some degree, but with the economy continuing to be strong and infrastructure spending, that can only help.


Price:
$20.830
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-12-01 TOP PICK Must be logged in to use chart CBI-N Chicago Bridge & Iron Co.

Essentially an infrastructure stock with about 60% of their business focused on energy, of which LNG is a big part. They also do a lot of general infrastructure work. The stock is cheap. Dividend yield of 0.83%. (Analysts’ price target is $36.08.)


Price:
$33.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 COMMENT Must be logged in to use chart CXR-T Concordia Healthcare

Very, very cheap. Sells at Price to Book at about 3. Of that book value, to all sense and purposes, it is all “goodwill”, which he might refer to as water in a portfolio. Analysts have been slow in pulling down their earnings forecasts.


Price:
$3.550
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-12-01 BUY Must be logged in to use chart DAL-N Delta Air Lines Inc

Boeing (BA-N) or Delta (DAL-N)? This just rebounded off a beautiful price low at 2X Book. The stock is cheap. Its FMV is 85% higher than the current price. He would buy this and forget Boeing.


Price:
$47.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-12-01 PAST TOP PICK Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

(A Top Pick Jan 26/16. Up 30.95%.) This stock is now getting to the point where it is now starting to get on the expensive side. Dividend yield of 5.4%.


Price:
$34.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-01 BUY on WEAKNESS Must be logged in to use chart FTS-T Fortis Inc.

If you have some patience, and are not rushing to buy this, perhaps you could wait. At $44, the stock came hard against some pretty impressive technical resistance, and backed off about 10%. He would like it to come back another 10%.


Price:
$40.190
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 HOLD Must be logged in to use chart GIL-T Gildan Activewear Inc.

A fairly, highly valued stock. It has been growing nicely, but when they get to the stretched end of their valuation range, he backs away. Wouldn’t rush out to buy this.


Price:
$36.290
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-12-01 COMMENT Must be logged in to use chart GILD-Q Gilead Sciences Inc.

This has had one heck of a correction off its top, about 12 months ago. He has a downside target of $70, which would be a very, very attractive level to buy. Forecasted earnings are sloping off a bit, but the forward PE is only 6.75% times, the upside potential is over 100% and the company has a very nice balance sheet. If he can find this on good technical support with solid value, it’s the kind of stock that can give you quite a bounce.


Price:
$72.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-12-01 DON'T BUY Must be logged in to use chart HBC-T Hudson Bay Co.

Can they compete with Nordstrom (JWN-N)? It falls on Nordstrom to prove that they can compete. Hudson’s Bay has had a sharp earnings fall off, and the stock remains quite a bit above its FMV. He would not be invested in this company.


Price:
$14.920
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-12-01 COMMENT Must be logged in to use chart INTC-Q Intel

Earnings keep ratcheting upwards. Also, they have a superb balance sheet. FMV is about 50% higher than what it currently is. High-tech stocks, which were the winners in the Obama market, have been sloping off. He would love to buy this at about $29-$30, which is where you get really, really solid support.


Price:
$33.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 2,339 entries
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