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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
2015-08-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  There has been a " sea change" in reaction to worsening earnings.  Japan is in an unhappy shape and getting worse.  Even the States are drifting back to 1.75 or 1.5% growth.  There has been a cyclical rebound from 2009, but there has not been a broad market growth.  It has been driven by the recovery.  If the FED follows through with their promise to increase interest rates, there are a bunch of companies that will benefit from it.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
_N/A
2015-08-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks.  He looked at banks closely this morning and he noticed something alarming.  Of the big five, two have given clear sell signals BNS-T and RY-T.  The others have given conditional sell signals, violating technical sell signals.  NA-T has set back to a support level that has been effective for 5 years.  NA-T probably stands out as the best.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
_N/A
2015-08-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil and Gas sector Book value.  He has data on the sector going back about 40 years and typically the index has bottomed either at 1.25 times book value or book value.  This has always been a good time to buy energy stocks.  The energy stocks are getting down there now.  If companies start to run into losses that will mean book values are shrinking.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
_N/A
2015-08-20 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Industrial Sector – Auto Parts.  He has liked auto parts in particular.  MG-T and LNR-T benefit from a lower Canadian dollar although are diversified with plants around the world.  You would have to think they are reasonably valued on this pullback.  China is a different story altogether.  He is not concerned about its impact on Canadian auto parts companies.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
_N/A
2015-08-20 BUY Must be logged in to use chart AIG-N American International Group

The problem child of the financial crisis.  There is an astonishing difference now when you look at their balance sheet.  It is a stock that has a lot of upside potential from a price to book basis.  It is three thumbs up, but it has some technical resistance at $64.  He likes the stock as he does insurance companies in general.


Price:
$61.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-08-20 BUY Must be logged in to use chart BAC-N Bank of America

There is room for it to move up.  He slightly prefers regionals to money center banks but he likes them all.  Rising rates will be good for all of them.  If the US went into a full-fledged bear market you would have to get out of them. 


Price:
$16.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-08-20 DON'T BUY Must be logged in to use chart CNR-T Canadian National R.R.

Not a particularly good entry point.  He is not positive on the rails.  He would raise as much equity as he could at these high prices. 5.5 times its book value.


Price:
$75.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-08-20 DON'T BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

Cannot give any good news on the stock.  You have to wonder how good the dividend is even after they cut it.  Earnings are still suggesting quite a bit of downside.  They do have a fairly decent balance sheet so can bluff their way through this.


Price:
$14.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-08-20 PAST TOP PICK Must be logged in to use chart CSCO-Q Cisco

(Top Pick Jul. 29/14, Up 9.14%) There is a grad super cycle in the high techs.  Now there is the whole renewal theme.


Price:
$27.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-08-20 PAST TOP PICK Must be logged in to use chart D.UN-T Dream Office REIT

(Top Pick Jul. 29/14, Down 18.67%)  Good quality REIT.  There are some concerns about some holdings in the West. 


Price:
$21.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-08-20 WEAK BUY Must be logged in to use chart EMA-T Emera Inc

Trading about 2 times book value, about as high as it has ever got.  He calculates it as just about par.  There is something to be said for dividends that are going up and that will hold the stock up as well as it would other companies.  You don’t get killed on the stock.


Price:
$44.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-08-20 TOP PICK Must be logged in to use chart FTS-T Fortis Inc.

It has fallen down to its usual long term low and has a nice yield.  It is a peculiar play.  Any expectations of rising interest rates are in the 5-10 year area and these get valued off long term interest rates.  This is a steady and long term grower.  You won’t hit it out of the park, but you get a decent dividend and capital growth.


Price:
$37.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-08-20 BUY Must be logged in to use chart G-T Goldcorp Inc

A solitary position is gutsy, but not stupid.  Debt troubles in the world are catching up with us.  It could well turn out to be an extraordinarily intelligent move.  The fundamental value of money is going down.  He thinks long term this is going to be a winner.


Price:
$20.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-08-20 DON'T BUY Must be logged in to use chart GIB.A-T CGI Group (A)

It has set back to technical support.  It is not going up. 


Price:
$47.590
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2015-08-20 TOP PICK Must be logged in to use chart GWO-T Great West Lifeco

The stock is getting quite cheap on a comparative basis and has quite a good upside potential.  He is going with the value stock in this sector.  This is a laggard.


Price:
$34.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
Showing 1 to 15 of 2,191 entries
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