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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
2014-07-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. He is not seeing any of the preconditions of a real market top. Even the 1987 plunge had at least 2 or 3 months of warning that something brutal was in the offing. He does not see it now. Unless something brand-new happens, then he thinks this bull market is going to head higher and head higher for some period of time. There are some stocks that are overdone such as the social media stocks, but that is much different than saying that there is a vast area that is set to collapse. Nothing like that on the horizon. Going forward, there will be some rotation, but that is standard in an ongoing bull market. There hasn’t been any rise in interest rates yet, and that is standard in a bull market. As the economic cycle wears on, a couple of areas in the market that are cheap, are materials, which had their big run at the beginning of the cycle and then let go, and have done nothing for the past 2-3 years. Also, interest-rate sensitive stocks like insurance companies are not too bad. Banks, by and large, have yet to see anything like a historically extended top.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. Thinks gold is going higher. Governments of Japan, US and much of Europe are intent on trashing the value of their currencies. Longer-term they are not enhancing the underlying fundamentals of their currencies. In a long-term sense, that tends to be very positive for gold. Because of this, he thinks gold is a good buy. In juniors, if you pick them well, you get the best leverage, but there are many of the intermediates and seniors which make perfect sense. You just have to be patient.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks. First of all, Canadian banks are not a homogeneous mass. There are 6 of them and their valuations are all spread out. The one close to its historic peak is the Royal Bank (RY-T) and has been the leader all the way along, so he would still give that stock some decent upside potential of 10%-12%, but would be at a level where he would begin to look for another place to go. The potential of all of the banks is very, very strong, their balance sheets are superb, and bull markets never end until the banks top out, and our banks are not ready to top out. (See Top Picks.)


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
_N/A
2014-07-29 COMMENT Must be logged in to use chart BAC-N Bank of America

Trading below Book Value. Currently trading right on the cusp of being in a condition of being rejected by the market, and being accepted by the market. If it can break through about $17-$18, the stock has a terrific run ahead of it.


Price:
$15.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-29 DON'T BUY Must be logged in to use chart BAD-T Badger Daylighting

Had a spectacular run from 2009. Unfortunately it looks like that is pretty much everything the company is going to give you. His Fair Market Value calculation is $28, 15% lower than its current price. He would be looking at $18-$19 before entering.


Price:
$32.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-29 HOLD Must be logged in to use chart BCE-T BCE Inc.

Well up there, but the stock has a terrific yield in a yield starved world. Trading at over 2.5X its Book Value and 3.5X is all that he would ever expect from it. His Fair Market Value would give him about another 20% upside. A good stock to hold.


Price:
$49.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-29 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

Stocks like this and Canadian Pacific (CP-T) and Tim Horton’s (THI-T) have done very well, reaching very, very high valuations in Price to Book terms. What they all have in common is that they have all decided that they want to buy back stocks. Realize that when you’ve got a stock that is trading at 5X its BV, which means that for every $1 of equity that you are taking out of the treasury to buy stock, you are buying $0.20 worth of equity to cancel. This means your ROE on investment is worth -80%. You are actually subtracting value, and the BV is going down. This means that when you have a market correction, the downside risks are increasing in those stocks. What they should do is issue stocks, raise the BV and use the money to expand their existing business. If you have no use for the money, then at least give the existing shareholders a dividend. In the short term, these things are working out quite well. If you own, the stock could run further, but be ready to Sell.


Price:
$73.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-29 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

He sees energy stocks as being reasonable value here. This one has done well. There is now a setback in the group, but he thinks this is a setback on its way to higher levels. He can see 30%-40% ahead from here.


Price:
$44.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-29 TOP PICK Must be logged in to use chart CSCO-Q Cisco

Topped out in 2000 at about 18X its Book Value and then has spent 10 years in the wilderness. Gradually all that equipment that was installed back then is getting technologically old and is needing to be replaced. In the meantime we have Cloud computing coming on strong, and this company is superb in the hardware area there. Yield of 2.96%.


Price:
$25.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-29 TOP PICK Must be logged in to use chart D.UN-T Dream Office REIT

The stock has been unfairly hammered by the market and has very nice upside potential. Yield of 7.66%.


Price:
$29.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-29 COMMENT Must be logged in to use chart GE-N General Electric

This is getting expensive from his Fair Market Value calculations. Has a target of $28-$29, which would carry it up to about 2X Book Value, which is all that the market is going to give you. This is a tired conglomerate. When that happens, the conglomerate starts breaking up and releases all kinds of phenomenal value.


Price:
$25.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-29 COMMENT Must be logged in to use chart HBM-T Hudbay Minerals Inc.

Stock has done brilliantly well and probably goes higher. Fair Market Value, as he measures it, is about $18. However, there is some pretty stiff resistance at around $15. If this bull market has legs, then he thinks this is going to do well for you.


Price:
$11.620
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-07-29 PAST TOP PICK Must be logged in to use chart IMG-T Iamgold Corp

(A Top Pick June 10/13. Down 22.63%.) A recovery in a stronger gold environment is quite large, so he is holding all his positions.


Price:
$4.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-29 DON'T BUY Must be logged in to use chart IPG-N Interpublic Group of Companies Inc.

This has had a great run, but he thinks their run is pretty much over. His Fair Market Value is $21, and runs into very stiff technical resistance at $21.50. Quite expensive on a Price-To-Book basis at about 4X.


Price:
$20.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-29 COMMENT Must be logged in to use chart K-T Kinross Gold

Very cheap and is forming a nice bottom. The bad news is that until we get better bullion pricing, the stocks really can’t take off. If we do get better bullion pricing, these stocks will take off like a rocket.


Price:
$4.470
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 2,046 entries
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