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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
2014-09-23 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. Market is showing a much stronger US$ against the euro, the yen and other currencies. Japan, despite all its quantitative easing, has been horrendously weak. Also, Europe, despite efforts, has been tremendously weak. Because of this, money has been fleeing out of those 2 areas and into the US. However, what is really ironic is that the US isn’t any better. What really saves them is by being the world’s key currency. This continues to drive their stock market higher. Company balance sheets, generally, are in the best condition that he has seen in a long time. They also have the wherewithal to do anything they want. He does not see speculative excesses in the market at this time. The S&P is getting to a level that overall is going to run out of gas, but it did that back in 2004-2005 and then kept going for another 3 years. Increasingly this market is going to favour stock pickers, and less the over all market.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-09-23 COMMENT Must be logged in to use chart AGF.B-T AGF Management (B)

His calculated FMV based on their current earnings is about $17.50. From the current price there would appear to be some decent upside. In the meantime you have a 9.5% dividend yield. The issue is that they are paying out more in terms of dividends than they are earning. The balance sheet is sliding, and the market doesn’t like this kind of scenario. He wouldn’t be surprised to see a rally up to about $14. If it got there and you owned, he would abandon ship.


Price:
$11.520
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-23 COMMENT Must be logged in to use chart ATP-T Atlantic Power Corp.

The consensus earnings estimate in the next 12 months is minus $0.47. Up until recently, they have been paying out dividends of $0.39, so clearly something didn’t fit, so the dividend had to go. Not a terribly strong balance sheet. If it gets down to $1.84, he would probably take a swing at this one, but with his heart in his hand.


Price:
$2.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-23 BUY on WEAKNESS Must be logged in to use chart BBD.B-T Bombardier Inc (B)

Technically this stock has broken some pretty good support, which he felt would hold at about $3.85-$3.90. His technicals give him a downside risk to about $2.80. Historically, $2.80 is about a 25 year typical low. If it gets there, he would be interested in buying it there as it will be dirt cheap.


Price:
$3.480
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-23 TOP PICK Must be logged in to use chart BMO-T Bank of Montreal

This is the next breakout among the banks and the cheapest of the big 6. Yield of 3.72%. He can see about a 25% upside, before it runs into any serious resistance.


Price:
$84.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-09-23 HOLD Must be logged in to use chart CPG-T Crescent Point Energy Corp

Doesn’t think the current setback is anything serious.


Price:
$40.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-09-23 PAST TOP PICK Must be logged in to use chart GS-N Goldman Sachs

(A Top Pick Sept 25/13. Up 16.28%.) As we get further and further away from 2008-2009, these stocks remain very, very cheap, historically speaking. As they come out of that morass, he feels they are going to float steadily higher. Still a Hold.


Price:
$185.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-23 TOP PICK Must be logged in to use chart GWO-T Great West Lifeco

Excellent upside potential. Fairly close to good, solid technical support at about $30-$31. Nice rising balance sheet. This is a play on the potential for rising interest rates. Yield of 3.76%.


Price:
$32.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-23 COMMENT Must be logged in to use chart HCG-T Home Capital Group

Has liked this stock for a long time. However, it is closing in on one of his really important technical break points at about $61-$62. At the current price, it still gives you a 20% upside. They have a nice balance sheet.


Price:
$49.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-23 PAST TOP PICK Must be logged in to use chart IMG-T Iamgold Corp

(A Top Pick Sept 25/13. Down 33.33%.) Nothing wrong with the company, other than the price of bullion slipped. Gold has always been a part of his portfolios, and he feels it should be 10% of anybody’s portfolio.


Price:
$3.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-23 COMMENT Must be logged in to use chart IPL-T Inter Pipeline

Pipelines like Enbridge (ENB-T), Pembina (PPL-T) and this one have become expensive and have run well ahead of his FMV metrics. Also, one or two are paying out more than they are earning. These 3 have been bubbled up to a very high valuation. TransCanada (TRP-T), which has been ignored by the pack, and has been running up against one of its own structural resistant levels at 2X BV, has sneaked over the line and has had a nice little run. His guess is that the stocks will hold up and are not going to go into any kind of prolonged funk.


Price:
$36.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-23 COMMENT Must be logged in to use chart LEG-T Legacy Oil and Gas Inc.

His calculated FMV has ironically been going steadily up, while the stock has dropped from its $10 level down to about $6. When he looks at the long-term valuation pattern, it is getting very, very cheap, at about a 40% discount to BV. Twice in the last 5 years, this has gone to a 50% discount, which would take the stock to 15, which would be extraordinarily cheap. This stock is starting to get quite intriguing.


Price:
$6.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-23 COMMENT Must be logged in to use chart MG-T Magna Int'l. (A)

This looks pretty good. He would love to see the stock back to about $105-$107, because it would be a tremendous opportunity to buy it cheaply. His FMV measurement is $106.


Price:
$115.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-23 COMMENT Must be logged in to use chart MRE-T Martinrea

At present, in price to book terms, it is more expensive than Magna (MG-T) and Linamar (LNR-T). However, it has terrific upside potential. Lots of upside potential. He doesn’t think it matters a good deal which of the 3 you select.


Price:
$13.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-23 COMMENT Must be logged in to use chart NA-T National Bank of Canada

From here this has probably got another 15% upside and, at that time, he would probably switch it. The banks are one of those groups that you can really switch around within the banking group.


Price:
$52.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 2,067 entries
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