Viewing Expert Benj Gallander | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Benj Gallander , President

Contra the Heard Investment Letter


Date Signal Chart Symbol Company Opinion Price
2017-02-07 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold? He often finds this goes up ahead of PETA, the largest mining show globally, but thinks it is being pushed right now by Donald Trump, who is creating a tremendous amount of instability. People are looking to gold as a safe haven, but he doesn’t believe it is a safe haven. When gold went from $850 to about $250, you just don’t have anything going down in value that much, and have it as a safe haven. Wishes he had more gold in his portfolio. It’s a trade that he missed. He likes companies that don’t have a high debt load, or no debt at all. To find good companies with good balance sheets in the gold sector is very, very difficult.


Price:
$0.020
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-02-07 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Copper? Generally commodities are going to go up in value, at least in the short term. There is a big question mark out there with global trade. If global trade changes a lot because of tearing up of agreements and BREXIT, that will mean the demand for commodities will sink, which could hurt prices. Commodities have come back from a pretty low base and thinks there is further to go.


Price:
$0.020
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-02-07 COMMENT Must be logged in to use chart AEG-N Aegon N.V.

A huge Dutch insurance company with huge insurance holdings in the US. Had to be bailed out in the 2008 recession. They’ve recovered their footing to some degree, but they made so many changes. They’ve bought and sold assets. A short-term/midterm catalyst could help. Interest rates going up certainly helps. He is happy to hold this. Can see it tripling from where it’s at now. Pays a dividend.


Price:
$5.520
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-07 COMMENT Must be logged in to use chart AEM-T Agnico-Eagle Mines

There are a lot of systems for analysing companies. For something like this, you would have to look at “momentum”, and that is built into his system, but he only looks at stocks that are under $5.


Price:
$65.930
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-02-07 TOP PICK Must be logged in to use chart AJX-T AgJunction Inc

A GPS system for agriculture. A speculative play. Did a merger over a year ago, and unfortunately the revenues are now less than when they merged. In the recent quarter, they lost $14 million, but about 11 million of that was a good will write off. No debt and $15 million in the bank. Doesn’t expect a turnaround soon, because the agriculture market isn’t that good.


Price:
$0.540
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-07 COMMENT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

Revenues have skyrocketed, but at the same time so has their debt, a danger signal. They pay a very healthy dividend and have a lot of good assets. Lately, utilities have done pretty darn well, but they come into favour and out of favour. If he owned this, he might consider selling it. He would look very carefully at the debt load and ask himself “what if”, and that would be somewhat worrisome. Dividend yield of 5.2%.


Price:
$11.740
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-02-07 PAST TOP PICK Must be logged in to use chart ASR-T Alacer Gold Corp

(A Top Pick Dec 1/15. Up 13.62%.) Just reported earnings and revenues were down 42%, but they are expanding their copper play in Turkey. They have about $215 million and about $320 million lined up. Thinks it is a good play and will go up over $6. This company is really good at hitting targets.


Price:
$2.950
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-07 COMMENT Must be logged in to use chart BAC-N Bank of America

His target is in the mid-$30, so he will continue holding it for a while. Interest rates going up are good for them. Banking regulations going down are good for them. They’ve gone through most of the litigation they had to deal with, and that lowers costs. He likes the CEO. Thinks it will do well from here.


Price:
$22.900
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-07 COMMENT Must be logged in to use chart BB-T BlackBerry

Had bought this when he thought the company was going to be taken over, and is now underwater. The company has had all kinds of difficulties. Their revenue has gone way down and the debt load has gone up a lot. However, they have deep pockets behind them. Thinks they are going to turn around, but this is a huge ship to turn around. He is happy to hold this.


Price:
$9.410
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-07 COMMENT Must be logged in to use chart BDT-T Bird Construction Income Fund

Just looked at this recently, and it was badly hit. With all the infrastructure planning, you would think that it would do well and hopefully come back. Has admired the company for a long time. They have an excellent track record. Dividend yield of 4.2%.


Price:
$9.150
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-02-07 SPECULATIVE BUY Must be logged in to use chart BXE-T Bellatrix Exploration Ltd.

High risk, high reward is often overused as an expression, but in this case it really applies. The company could go under, but it also has a chance to become a 10 bagger. They’ve dealt with a lot of their debt, so financially they are in better shape. Has a pretty good capital budget going forward and still have some good properties, but they sold a lot of good properties. In danger of losing the New York listing, but just got it approved for it to continue for another 6 months. It is under $1 on the NYSE now, and it wouldn’t surprise him to see a stock consolidation. Those usually really hurt stock prices. A reasonable speculation.


Price:
$1.030
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-07 PAST TOP PICK Must be logged in to use chart CSE-T (Acquired Capstone Infrastructure

(A Top Pick Dec 1/15. Up 35.67%.) A take over in January 2016.


Price:
$4.890
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-02-07 COMMENT Must be logged in to use chart EXE-T Extendicare Inc

Doing a lot of organic growth, and once in a while they do a takeover which takes a certain amount of funding. A good demographic play. They were smart and conservative in cutting back their dividend.


Price:
$10.460
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-07 COMMENT Must be logged in to use chart FTG-T Firan Technology Group Corp.

It has been way too successful for him to be buying it now. Insiders may have been selling. When that happens, you have to be somewhat wary, especially if they are selling quite a bit.


Price:
$3.700
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-02-07 TOP PICK Must be logged in to use chart FUSB-Q First US Bancshares Inc

A small bank in Alabama. This used to trade over $35 and have an annual dividend of over $1. During the recession, they did not dilute, so they still have just over 6 million shares outstanding. Thinks they will raise the dividend, and the stock should move higher. One of the most boring banks he has ever looked at. It should be helped by higher interest rates. Dividend yield of 0.71%. He has this targeted at a $22+ Sell target, but thinks it could go further than that.


Price:
$11.200
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 1,996 entries
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