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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
2014-03-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. Looking at his “S&P 500 Price to Book” chart, it shows that the S&P 500 has gotten back up over the 2X Book Value and is trading once again between 2 and 2.5 times Book, where it traded for nearly all of the early 2000’s. For those people who think the market is really expensive, it has been here before and has actually been a lot higher. The question is, are the earnings going to come through. Looking at the 1st lot of the S&P results, there is a really interesting phenomenon. Earnings are coming through at about a 10% growth rate, but the growth in sales is about 1%. This means companies are earning money, but not generating activity. This indicates it is not going to be the fast recovery that the Fed would have us like to believe. The market is just in a comfortable place. If we saw the market dropping 8%-10%, there would be something like a 3 alarm fire at the Fed and we would see a renewal of aggressive quantitative easing.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2014-03-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Uranium. His opinion on nuclear reactors is that they are things we have to have. We can’t have a planet that is being polluted by coal and we can’t keep burning up natural gas, etc. In the long-term, nuclear reactors are really important. The problem is, the fears overhang the whole industry.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2014-03-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Banks. When you are looking at the banks, you always try to buy the laggard because banks tend to move together. If you wait a while and let some banks go and then you buy the laggards, usually you will get a catch up, and you’ll probably beat the average bank stock. He has been using the strategy for decades and it is just amazing how it works.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
_N/A
2014-03-14 PAST TOP PICK Must be logged in to use chart ABX-T Barrick Gold

(A Top Pick Jan 18/13. Down 29.73%.) If you get gold back up to $1600-$1800 again, we may have an entirely different outlook for the company. Earnings will certainly rebound as there is tremendous earnings leverage.


Price:
$23.190
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-14 COMMENT Must be logged in to use chart AMZN-Q Amazon.com

As long as these types of companies don’t have earnings to support them, then you can imagine anything you want in the future. Your guess is as good as his. The problem starts to come if the company ever starts to earn money. In order to justify the price of this company right now, it would have to earn somewhere in the order of $30-$35 and it isn’t going to earn that for a long time to come. Knock yourself out, but be careful and don’t forget to take your profits every now and then.


Price:
$373.740
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-14 PAST TOP PICK Must be logged in to use chart BMO-T Bank of Montreal

(A Top Pick Jan 18/13. Up 20.12%.)


Price:
$71.980
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-14 COMMENT Must be logged in to use chart BNK-T Bankers Petroleum

The group overall has been generally heading higher and this was been one of the more stellar of the companies. It has a Fair Market Value which takes at higher than it is right now. He could see $7.50-$8 from a FMV point of view as long as the oil/gas fundamentals are with you.


Price:
$5.430
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-14 COMMENT Must be logged in to use chart CCO-T Cameco Corporation

Just started production again at Cigar Lake. In the very short term, this company has given us everything we had been looking for. The problem right now is that there are not enough earnings, which is needed to drag the stock further. However, if the Japanese are going to reignite their reactors, then the outlook is interesting, but we do need earnings now. The stock currently is fully valued.


Price:
$26.470
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-03-14 DON'T BUY Must be logged in to use chart CMCSA-Q Comcast Corp

Has a difficult time with this company because it doesn’t earn a lot of money and from a FMV point of view the stock is expensive.


Price:
$50.640
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-14 COMMENT Must be logged in to use chart ECA-T Encana Corp

The spinoff of Clearwater will be a nice cash influx for the company. Stock has been trading right up against 2X BV so it needs something now to get going. It needs to employ that cash wisely. Hope they don’t pay it out in the form of dividends, but use it because they have a lot of stuff inside that could be developed.


Price:
$22.460
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-14 TOP PICK Must be logged in to use chart ELD-T Eldorado Gold

Likes all of the golds. Trading at about BV, which is cheaper than the average gold company. Cost of production relative to current price is still good. It will have nice leverage on the upside if gold goes higher. It’s a long ways from its peak Price to Book of 4 times. Yield of 0.24%.


Price:
$8.120
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-03-14 COMMENT Must be logged in to use chart F-N Ford Motor

For the last year or so, this has not only been sitting sort of stagnant, but weakish since July. Earnings forecasts are kind of fading away. In all of the history before 2009, this company never traded above twice Book Value. He feels there would be a downside target of about $13 for a trade.


Price:
$15.080
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-14 DON'T BUY Must be logged in to use chart FAST-Q Fastenal Company

(Market Call Minute.) Great, great company in the past. Has a very high valuation. Stock is expensive.


Price:
$48.520
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-14 DON'T BUY Must be logged in to use chart FTT-T Finning Int

Fairly expensive from a historical perspective. Doesn’t know what you do with this stock. It has some upside potential, but on the whole, he would rather be in Poughkeepsie. Trading at 3X BV, which is about its long-term average high.


Price:
$29.810
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2014-03-14 DON'T BUY Must be logged in to use chart GE-N General Electric

(Market Call Minute.) Great company if somebody has $250 billion in their pocket and wants to double it. You would buy this, rip it apart and give the pieces to the shareholders. It’s a conglomerate, which goes up when it is a conglomerate and goes up even more when it isn’t a conglomerate.


Price:
$25.110
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 15 of 1,991 entries
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