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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
2015-01-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. This may be the year of the Achilles heel of quantitative easing. The real issue is too much debt on the economies, and too much debt is literally crushing the life out of a lot of Europe and Japan and is not helping US or Canada. Because there are no more arrows left in the economy’s quiver, they just keep reaching for them, shooting them and hoping that something will work. The problem is, when you add all that debt from quantitative easing, all you are doing is pressing harder and harder down on the economy. Thinks that 2015 in Japan is the watershed year. Doesn’t know what is going to happen in Europe. He is concerned, because of the inflows of money into the US, that the US will look better, but underneath it all the US is weak,and, by the 2nd or 3rd quarter, we are going to be revisiting some form of quantitative easing again. It hasn’t worked so far, so why do we think it is going to work now? Against this background, the 2nd strongest currency in 2014, gold, could have a good year.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
_N/A
2015-01-05 TOP PICK Must be logged in to use chart ABX-T Barrick Gold

Of all of the gold stocks that he follows, this one has the most upside potential. Stock is very cheap. Trading at a slight discount to its BV, and historically that has been a pretty good time to buy it. Right now it has its issues with Pascua Lama, but they have a nice spread of mines and it is earning money, which many gold companies are not. This is a good time to buy. Dividend yield of 1.75%.


Price:
$12.810
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-01-05 BUY on WEAKNESS Must be logged in to use chart ACQ-T AutoCanada Inc.

This way overshot his FMV calculation, which was kind of extreme for what he would term as a cyclical stock. It has paid the price recently. Looks like there was good support at around $36, and even here at $45 it has good potential on the upside. He would be looking to buy this at around $36-$37.


Price:
$45.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-01-05 COMMENT Must be logged in to use chart AGF.B-T AGF Management (B)

Chart shows a steady slip of BV, so value is not coming in, but is going out. However, at $8, it is on pretty strong technical support. At this juncture, given their earnings forecasts for the next 12 months of $0.69, the FMV is quite a bit higher. Wouldn’t be surprised if we saw a bounce in the company at this juncture. Despite the long-term, the short term looks very interesting.


Price:
$8.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-01-05 COMMENT Must be logged in to use chart AGI-T Alamos Gold Inc

Like all gold companies right now, with the price of gold trading at $1200, FMV is nothing to write home about. The leverage on a rebound in gold pricing in 2015-2016 could be really quite something.


Price:
$9.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-01-05 DON'T BUY Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

This stock has done brilliantly well. Management has made a series of excellent acquisitions which have been accretive to their value. However, at the present time, the price of the stock has outrun its intrinsic value. He judges it to be about 22% overvalued.


Price:
$47.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-01-05 BUY Must be logged in to use chart BB-T BlackBerry

The more things go on, the more he likes the stock. John Chen has lucked into other potential big winners. All of this Internet security stuff, such as Sony officers and Directors being told to use Blackberry only, that is advertising that you can’t buy. The security of the blackberry system is such that he suspects there will be a lot more of this. This is now a very, very interesting stock. He has an immediate target of $15 short-term, but followed by much higher targets.


Price:
$12.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-01-05 BUY on WEAKNESS Must be logged in to use chart BMO-T Bank of Montreal

The market has got it into its teeth somehow, that the outlook for 2015 for bank earnings is flat, which is not very good and therefore ought to be selling these stocks. Banks typically earn between 14%-18% ROE and they pay nice dividends. Just standing still, doing nothing, their balance sheets keep growing. Use these setbacks in the banks to acquire more.


Price:
$80.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-01-05 TOP PICK Must be logged in to use chart CSCO-Q Cisco

In the high technology area, the world is kind of migrating into the cloud, so he needed to find a high-tech company that has big exposure to cloud computing and that is also cheap. Lots of upside. The business is interesting and is growing. He also likes the exposure to the US. It is quite possible for the growth to start to accelerate and investor interest might start to accelerate also. Yield of 2.81%.


Price:
$27.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2015-01-05 PAST TOP PICK Must be logged in to use chart CVX-N Chevron Texaco

(A Top Pick Jan 2/14. Down 9.55%.) The oils that came through, relatively speaking, were the senior integrateds. They got hurt, but they didn’t get pounded. The value is still strong.


Price:
$108.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2015-01-05 PAST TOP PICK Must be logged in to use chart D.UN-T Dream Office REIT

(A Top Pick Jan 2/14. Down 2.96%.) Still likes this stock. It is very, very cheap and has a superb yield.


Price:
$25.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2015-01-05 COMMENT Must be logged in to use chart ECA-T Encana Corp

With this you are banking on a rebound in the price of oil, which he thinks is probably not a bad bet. This was heavily gas and then made a huge switch into oil. Unlike all the other gas stocks, which held up, this got much more damaged. However, the stock is now fairly cheap. If you are patient and nothing too awful happens with oil from here and into the next year, the stock should do okay.


Price:
$15.410
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-01-05 COMMENT Must be logged in to use chart ELD-T Eldorado Gold

Likes this company. Stock has been in a broad, swinging sideways movement and is doing quite well against the golds in general. Like all golds, it has no particular upside potential based on the current price of gold. This is a good one.


Price:
$7.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-01-05 COMMENT Must be logged in to use chart FFH-T Fairfax Financial

Prem Watsa has taken some aggressive, non-insurance positions in this, and they have worked out well and the stock has moved up nicely. His FMV is about 25% higher than the present price. It is going to run into some technical resistance at around $625-$630. There is still value here.


Price:
$604.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2015-01-05 COMMENT Must be logged in to use chart FRU-T Freehold Royalties

This company pays out way more than it takes in. His charts, over a long period of time, show the BV is in a gentle, downward trend, but interrupted by sudden jumps when the Company issues cheap equity at a high price to book level. A very, very clever strategy. The stock is strong and as long as there is not a general collapse, the setback we have seen will result in another upward swing. They know how to work the market and they are brilliant at it.


Price:
$18.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
Showing 1 to 15 of 2,092 entries
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