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
2017-06-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. You have so many markets at record levels that there are dangers out there.  His strategy is to take things off the table or lighten up when they hit targets. He is buying less than he might otherwise have done.  He lightens up when markets are bad.  This is when he goes looking for bargains.  The field to play in is less now. Before Trump got elected they said markets would do poorly if he got elected, but then they went straight up after the election.  There is a real question as to where oil is going to go.  He sees $60-$80 by the end of 2018. 


Price:
$0.020
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
_N/A
2017-06-08 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Energy Market.  He has only two energy stocks making Up 2% of his portfolio.  If you find good energy plays with reasonable debt loads, he would like to buy them.  He likes when a sector is badly beaten up.  It is a place to be looking.


Price:
$0.020
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-06-08 WEAK BUY Must be logged in to use chart AC-T Air Canada (B)

It is too hot for him, trading near historical highs.  He does not like buying stocks near historical highs.  It has heavy debt load.  Buffet has bought into US airlines after swearing he would never do it.  The guest prefers Air Tranasat, which he owns.  It is more interesting.


Price:
$17.970
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
No
2017-06-08 PAST TOP PICK Must be logged in to use chart AEG-N Aegon N.V.

(Top Pick Jan 20/16, Down 0.9%) Because of the new regulations they sold some of their US operations.  Their recent earnings were not bad.  They keep selling and buying operations and it makes it difficult to see where they are.  His target is over $20.  It pays a lovely dividend.  He is waiting to see.  It is taking much more time than he thought it would to move upwards.


Price:
$4.930
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-06-08 TOP PICK Must be logged in to use chart AEG-N Aegon N.V.

It still has upside potential.  In 2008 the Dutch government bailed them out and so now they still want them to continue.  (Analysts’ target: $5.06).


Price:
$4.930
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-06-08 DON'T BUY Must be logged in to use chart AIM-T Aimia

He uses it because he uses Aeroplan, but their major client says they will not use it in the future.  It is worth seeing how fragmented a customer base is.  This is on his watch list still.  The company thinks they will recover, but he wonders who will be their customers in the future.


Price:
$2.140
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2017-06-08 COMMENT Must be logged in to use chart APT-A Alpha Pro Tech

He made a fortune on this company twice before.  Whenever there is a scare this company really boots up.  He would go to the AGM next Tuesday and learn about it.


Price:
$2.800
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
No
2017-06-08 DON'T BUY Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

He used to own it and did well, but now it is pretty standard.  It has gone so much up from where he sold it and he is weary of it.  It pays a nice dividend.


Price:
$13.950
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
No
2017-06-08 PAST TOP PICK Must be logged in to use chart ASR-T Alacer Gold Corp

(Top Pick Jan 20/16, Up 2%) There is geopolitical risk.  They have now gone into a credit line.  Management has managed to do the project on time and on-budget.  It should add 20 years of mine life to the company when it is completed.  He thinks it has a lot of upside.


Price:
$2.130
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-06-08 BUY Must be logged in to use chart BB-T BlackBerry

He has liked it for a while.  There is major news about it now.  They won a billion dollar law suit recently.  He is going to sell somewhat over $23, but it could still keep going after that.


Price:
$15.090
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2017-06-08 COMMENT Must be logged in to use chart CS-N Credit Suisse Group

It went on his watch list about 6 months ago.  It was very badly beaten up.  But it went up over $10 so is not of interest right now.  It is an interesting play because he thinks the Euro has a lot of upside.    You could also look at some Greek banks.  LYG-N is not quite cheap enough for him.  The British government has sold off its entire stake in it.


Price:
$13.790
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
No
2017-06-08 BUY Must be logged in to use chart EXE-T Extendicare Inc

He is happy with this one.  He thinks it will go to $15. It pays a nice dividend.  There are not more demographic plays out there than this one.  It is a leader in the Canadian space.


Price:
$10.230
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2017-06-08 TOP PICK Must be logged in to use chart FUSB-Q First US Bancshares Inc

He made a fortune on US banks.  This one has not moved as much.  He thinks it can double from here.  It is under book value.  15 branches out of Alabama.  It is profitable almost all the time. 


Price:
$11.790
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-06-08 PAST TOP PICK Must be logged in to use chart GVP-A GSE Systems Inc

(Top Pick Jan 20/16, Up 58%) It has had a great run.  Nuclear and chemical facilities training.  It is a beautiful little company with zero debt and lots of money in the bank.  42% inside ownership. They are a leader in the field.


Price:
$3.300
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-06-08 DON'T BUY Must be logged in to use chart HCG-T Home Capital Group

It is all in the news and had a blow off in the last little while.  Potentially he could buy it after watching it for 6 months as he always does.  He would wait a bit and see if other shoes drop.  The cost for them to survive was incredibly high. However, he is wary of it right now, and wouldn't be a buyer at this level.


Price:
$10.890
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
No
Showing 1 to 15 of 2,044 entries
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