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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
2015-05-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. There are 2 kinds of stocks. Those that have been left behind and haven’t really done very much, and then there are the market leaders who have been leading all the way along. They have been marching along and performing extremely well, but the problem he sees in a lot of these companies is that they are getting beyond what he calculates as their Fair Market Value. The good news for value managers who have been left in the wake, is that if the market is to continue there has to be some catch-up in this area.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
_N/A
2015-05-08 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold. He thinks that an interest rate hike is probably not priced into the US$. If it was, it would probably hurt gold for a short while, but fundamentally what the Fed is doing is highly damaging to the value of the US$. He wouldn’t sell his gold if we had a bit of weakness in the short term. He believes that most investors should have about 10% of their portfolio in gold.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-05-08 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian airlines? Off the top, Air Canada (AC-T) is very expensive on a Price to Book basis at around 10 or 12 times. Westjet (WJA-T) comes right down the middle. It has lots and lots of upside potential. On a Price to Book basis it is fairly reasonably priced. Transat (TRZ.B-T) is really cheap, but it hates the high US$. If the US$ ever comes back, this might give quite a bounce to the stock.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-05-08 COMMENT Must be logged in to use chart ABBV-N AbbVie Inc.

If you want to find a way to get yourself mangled, get into Biotech’s. They are expensive and a lot of them are trading on the hopes that whatever they are doing will get approved. Approval rate of these things is so low that it makes it a bit of a gamble. This one is a cut above the pure, speculative biotechs because they have stuff and they actually earn money. Trading about 15% above its FMV. However, earnings forecasts have been kind of flat lining recently. Has pretty good support technically around $60.


Price:
$65.240
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-05-08 COMMENT Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

(Market Call Minute.) They have done all those acquisitions and have a lot of momentum behind them. They really need to make another big acquisition to shake things up because they are way over their FMV. He would call this a business man’s risk only.


Price:
$45.900
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-05-08 COMMENT Must be logged in to use chart ATP-T Atlantic Power Corp.

When you look at the earnings forecast for the coming year, minus 37%, even the dividend they are paying now doesn’t cover what they are paying out. What concerns him is the long run balance sheet trend back to 2011, which is in a downward slope. It doesn’t have a particularly robust balance sheet and is paying out too much in dividends and selling at BV right now.


Price:
$3.960
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-05-08 COMMENT Must be logged in to use chart C-N CitiGroup

(Market Call Minute.) Cheap and looks awfully good. It has to break through about $60. It has tremendous potential.


Price:
$54.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-05-08 COMMENT Must be logged in to use chart CIEN-N Ciena

At the present time, this is trading up at quite an astonishing price to book level. In his FMV view, it is about 25% overvalued. There hasn’t been a lot of growth in the BV for some period of time. However, earnings have been notching up nicely. This is what he would call speculatively priced.


Price:
$22.060
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-05-08 BUY Must be logged in to use chart CSCO-Q Cisco

(Market Call Minute.) This is coming up to some pretty stiff resistance at around $31. However, it has lots of upside potential if you look at the FMV.


Price:
$29.230
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-05-08 COMMENT Must be logged in to use chart DH-T DH Corporation

Company is in a beautiful uptrend, which began in 2011, and which he doesn’t see breaking yet. FMV is about 20% higher than what the stock is selling at. This is a company that is doing things and is on the move. He could see it moving higher.


Price:
$41.120
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-05-08 COMMENT Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

Trading right in around its BV, so it is not expensive by any stretch of the imagination. It is also trading pretty much right at its FMV. It is hard for him to get excited about this as an income fund. There are other income funds with a lot more potential.


Price:
$39.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-05-08 PAST TOP PICK Must be logged in to use chart FE-N FirstEnergy Corp.

(A Top Pick June 17/14. Up 7.36%.) Stock was cheap and trading at its BV as well as having a nice yield. He also liked having exposure to the US. At the time he was convinced that the Fed was not going to raise interest rates.


Price:
$35.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-05-08 COMMENT Must be logged in to use chart FRU-T Freehold Royalties

One of the most interesting companies he has ever come across. The long-term trend of its BV has been steadily down. This is because the company, for years and years has been paying out a good deal more than it had earned. Because it has a very high price to book, it keeps issuing stock. When we had a bear market in 2008-2009 and the company couldn’t continue to issue stock, the share price really cratered. When it can’t execute its strategy, it is catastrophic for the owners, so keep that in mind.


Price:
$17.930
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Unknown
2015-05-08 PAST TOP PICK Must be logged in to use chart IMO-T Imperial Oil

(A Top Pick June 17/14. Down 9.86%.) Has held up fairly well. Currently trading at about its FMV.


Price:
$50.110
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-05-08 TOP PICK Must be logged in to use chart LB-T Laurentian Bank

(A Top Pick June 17/14. Up 1.71%.) Its balance sheet has caught up with its price, and has been trading above one of his technical support levels based on its BV. Very, very cheap. If banks ever take off, this one has to move because it is the best value of the lot. Dividend yield of 4.5%.


Price:
$48.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 2,144 entries
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