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
2017-09-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Gold bullion? One key thing you have to look at is if you are dealing with an MER (Management Expense Ratio) and what it is. Also, it is better to buy into certain companies, rather than buying into a whole smorgasbord of companies through a fund. Gold is not cheap, but also not particularly expensive. Thinks that a lot going forward is going to be via the US$, which he thinks is still too high. If it comes down, the price of gold should go up.


Price:
$0.020
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2017-09-26 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Oil/gas service sector? When oil was $30 a barrel, he was predicting it would be over $60 by the end of 2018. If that happens, that is going to help the whole sector. He does almost all his buying in Nov/Dec, and has a number of companies on his list in the sector. One major problem is that a lot of companies have bigger debt loads than he likes to see. A lot also have a lot of upside potential, and a lot have insider buying. It’s a good space to look at. There could still be more tax loss selling towards the end of the year. Hone in on what you are looking for, and have reasonable valuations.


Price:
$0.020
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
_N/A
2017-09-26 TOP PICK Must be logged in to use chart AEG-N Aegon N.V.

Had paid $7.46, but it is down. They seem to be turning around and making money. Pays a nice dividend of 5.2%. Gives a nice geographic diversification. Based in Holland, but operates in over 15 countries. Huge insurance company. (Analysts’ price target is $5.60.)


Price:
$5.770
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-26 COMMENT Must be logged in to use chart BAC-N Bank of America

Has a target of $30. He is very, very happy to continue holding this and thinks there is still lots of upside.


Price:
$24.810
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-26 TOP PICK Must be logged in to use chart BB-T BlackBerry

He likes what the CEO, John Chen, is doing. They just signed new deals this month with some major players, Delphi and Timex. They are moving in the right direction. Have a tremendous amount of analysts’ coverage, and it is still in the news. When a company like this gains its legs, it can move up very quickly, and he can see how it could double. (Analysts’ price target is $10.50.)


Price:
$11.290
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-26 HOLD Must be logged in to use chart BOCH-Q Bank of Commerce Holdings (CA)

A small California bank. This had been a big success. Had paid $4.01 in 2011, and sold it in June at $11.65, and there was a dividend all the way through. If he held it now, he would continue to hold it at the current price.


Price:
$10.950
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-09-26 COMMENT Must be logged in to use chart CARA-T Cara Operations Ltd.

Has been suffering because of the increase in minimum wage in Ontario. Thinks the increase is a great idea. If you take people who are earning less than $12 an hour, and all of a sudden up their wages by $3 an hour, they are going to spend the money for the most part because they need to. That in itself will create jobs.


Price:
$24.000
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-09-26 COMMENT Must be logged in to use chart CLR-T Clearwater Seafoods Inc.

Doesn’t know this well. It used to be on his Stopwatch List at around $1. One reason he liked the stock was because he liked management and thought they would do everything they could to do get out of the major hole they were in. They did it and it had a tremendous run. He doesn’t know the current financials.


Price:
$9.000
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-09-26 COMMENT Must be logged in to use chart DIV-T Diversified Royalty Corp.

It has done so well that he is not interested in it. He prefers companies that are out of favour. This has franchises, including Mr. Lube, Sutton Realty and Air Miles. Pays a great dividend, but has no idea how sustainable that is. Had a bit of a checkered past, so he is not as interested. If looking for a dividend player, and if this company can sustain their dividend, it could do very, very well going forward.


Price:
$3.110
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-09-26 DON'T BUY Must be logged in to use chart FFH-T Fairfax Financial

Owns some of their preferred shares. Doesn’t think he would buy the common shares now. Has a huge insurance operation in many, many countries. He likes what they do. They made a major mistake during the recession, when they hedged on the basis of the market going to go down, but the market has done fantastic.


Price:
$625.210
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-26 PAST TOP PICK Must be logged in to use chart FUSB-Q First US Bancshares Inc

(A Top Pick June 28/16. Up 31%.) Feels this still has a lot of upside. It is selling for around BV. A small branch with 23 to 25 branches. It could be a takeover at some point. He can see this doubling from here.


Price:
$11.160
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-26 HOLD Must be logged in to use chart GMP-T GMP Capital Trust Inc

Bought this last April at over $3, and it has come down since then. They have a few problems such as dealing with some lawsuits. One is obviously a rogue trader who was putting people into investments that were too risky for them. This is possibly going to court, and he doesn’t know how that is going to work out. GMP Capital has 2 sides. One is the energy side where they raise money for energy and mining companies, which has not been a great side. The other side is Richardson Securities, wealth management, which has been absolutely wonderful for them. Thought they would be taken over. He is quite content holding this, and can see how it can do a triple from this level. They had a lot of competition, but a lot of it has either folded or merged, so there is less competition.


Price:
$2.610
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-26 COMMENT Must be logged in to use chart GVP-A GSE Systems Inc

Does a lot of training in nuclear, chemical and oil/gas industries. He has had a double since he bought it, and thinks it can go up at least another 50%, if not double again. A beautiful company, in terms of financial ratios. They have no debt. They make money and have cut costs. Just did a small takeover that they expect to be accretive right away. He loves buying companies that have low debt or no debt.


Price:
$3.200
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-26 PAST TOP PICK Must be logged in to use chart INOD-Q Innodata Isogen Inc.

(A Top Pick June 28/16. Down 36%.) This was a bad pick all along. About every 3 years it has a spike, and the last one was around 2012 so it is now overdue. He is waiting for a catalyst. They have very little debt. It could take some tax loss selling before the end of the year, and he has it on his Buy list. Does digitization and a lot in the Tech Arena.


Price:
$1.450
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-26 COMMENT Must be logged in to use chart OBE-T Obsidian Energy

He’s lost a fair bit of money on this, but is happy to hold. The major problem they are facing is with the SEC. They thought they had settled and it appeared everything was good, but now the SEC has come back after them. That is ultimately going to cost them time and money. It is the kind of a distraction that a company really doesn’t need. Expects there will be some tax loss selling towards the end of the year, so you may be able to get in at a better price.


Price:
$1.350
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 2,085 entries
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