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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
2014-06-17 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. If you are looking for a 2008 correction, you are mistaken. There would have to be some kind of real financial excess that would get us into real trouble such as housing, high-tech boom, etc. Things are reasonable enough that he thinks we can plow forward. As an investor, you need to be looking for opportunities. There are some good opportunities out there, but not across the board. There is a general expectation, where people think that sooner or later interest rates are going to rise and central banks are going to throttle down on things. Feels we are not going to have 3% growth out of the US. For investing you have to look into cheap sectors of the market, such as Energy. There are still good opportunities in the Financial sector including banks and REITs. The Materials sector is really cheap.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
_N/A
2014-06-17 COMMENT Must be logged in to use chart AIG-N American International Group

(Market Call Minute.) Lots of upside potential, but he is not sure all of the US financial problems are behind them. The longer time goes on, the more and more chance this can roll higher.


Price:
$55.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-06-17 COMMENT Must be logged in to use chart BA-N Boeing

Balance sheet is growing very rapidly these days. Looking at FMV, this could actually get back to its old highs of $175. Earnings are with you. Pretty good technical support of around $132. Hopefully, they can get their Dreamliner problems behind them.


Price:
$132.450
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-06-17 COMMENT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Using Analysts’ forecasts, his FMV computes at about $7. Has powerful technical support at 2X Book, which is about $3.60. Unfortunately, earnings forecasts are still easing downwards. Historically it has bottomed more at 1.5X Book than it has at 2X. 1.5X would take you down to $2.60.


Price:
$3.850
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-06-17 COMMENT Must be logged in to use chart CNQ-T Canadian Natural Rsrcs

Has some good short-term upside potential, and has been kind of leading the way in the energy sector. Its next technical resistance point is $52, and he expects it will do that fairly easily. It could easily get up to $60 or higher.


Price:
$47.350
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-06-17 DON'T BUY Must be logged in to use chart CNR-T Canadian National R.R.

Trading pretty close to 5X BV, and the stock has never been here before. Not necessarily bad as the whole Dow Jones Transportation Index is trading up in the same place. This is starting to get pretty expensive. $77 would be the maximum he could see, and then it would be out of gas entirely. Currently it is fairly valued, but for a long-term holding, this is not a good place to be.


Price:
$67.940
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-06-17 COMMENT Must be logged in to use chart DE-N Deere & Co.

(Market Call Minute.) This has no FMV to work with. Trading right on pretty good technical support right now, but that’s about the best he can say. Forecast earnings are flat.


Price:
$90.600
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-06-17 COMMENT Must be logged in to use chart DO-N Diamond Offshore Drilling Inc.

Like a lot of drillers, it is cheap. Its FMV easily carries the stock back to $70, and may be as high as $85. The question is, when are things going to turn around.


Price:
$49.140
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-06-17 TOP PICK Must be logged in to use chart FE-N FirstEnergy Corp.

Stock had a huge fall from grace since 2009. Had actually reached up to about 2.5X BV, and has now fallen back down to its current BV. FMV of about $48. Dividend yield of 4.24%.


Price:
$34.190
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-06-17 COMMENT Must be logged in to use chart GE-N General Electric

The spin-off of their financial division is the smartest thing they could be doing. There is a great lifecycle in conglomerates. They start off and pull together all kinds of companies, and they grow and grow. Get to their “level of incompetence” where, on the next acquisition, they will have to buy the other half of the world, and then things stop. It doesn’t have anything in the way of upside potential, but what it does have are all these wonderful companies inside it. So the 2nd part of a good conglomerate is where they start to spin off the parts. It turns out that the sum of the parts is worth an awful lot more than the whole.


Price:
$26.870
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-06-17 COMMENT Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

(Market Call Minute.) Trading around its BV. Like most REITs, it is just sitting there. They won’t grow, but they have decent yields.


Price:
$22.810
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-06-17 COMMENT Must be logged in to use chart HSE-T Husky Energy

(Market Call Minute.) Likes this. Like all energy stocks, this is heading higher. Nice dividend.


Price:
$36.500
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2014-06-17 PAST TOP PICK Must be logged in to use chart IMG-T Iamgold Corp

(A Top Pick June 10/13. Down 19.99%.) He still likes. Has a strong balance sheet. Stock is cheap. Has tremendous leverage on the price of bullion. Still believes, given the financial situation of Japan, US and a lot of Europe, that gold will have its day big time. Portfolios should have 10% of their holdings in gold.


Price:
$4.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-06-17 TOP PICK Must be logged in to use chart IMO-T Imperial Oil

Stock has gone through a long sideways correction for about 8 years, and waited for its BV to catch up. ROE gives a 17% annual rate of return, and has been doing that for about 7-8 years. His FMV calculation would be around $75+. His target is $65. Yield of 0.93%.


Price:
$56.090
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-06-17 DON'T BUY Must be logged in to use chart JNJ-N Johnson & Johnson

This sector is running right up against stiff technical resistance at this time. His FMV is about $110, so even if they could get through the resistance, the real question is “where is it going to go?”. Compounding the problem is that the whole US healthcare index is in the same condition.


Price:
$101.930
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 2,021 entries
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