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
2017-09-26 COMMENT Must be logged in to use chart ORAN-N Orange SA

Has done very well on this. Pays a nice dividend. The biggest telco player in France, but also plays in many other countries too. He never averages up on a stock, so wouldn’t do so on this one either. Thinks the stock can go a lot further.


Price:
$16.370
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-26 TOP PICK Must be logged in to use chart QTRH-T Quarterhill Inc

Made a major change after he bought into it. They’ve moved from being a “patent troll” and into the Internet of Things. They’ve done takeovers and has over $100 million in cash. What they are doing may work out. It is very early in the game. Dividend yield of 3.1%. (Analysts’ price target is $2.50.)


Price:
$1.660
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-26 PAST TOP PICK Must be logged in to use chart RET-T Reitmans

(A Top Pick June 28/16. Down 1%.) Has been hit along with the retail sector. Pays a dividend of almost 5%. Great balance sheet. They should be helped going forward, because the Cdn$ is going up, and they source so much from the US. He is a little concerned about their new athletic stores.


Price:
$4.200
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-26 COMMENT Must be logged in to use chart VRX-T Valeant Pharmaceuticals

Thinks they have a definite a chance to survive. Have sales of about $9-$10 billion, and a huge debt load of around $40 billion. They have big problems, but the CEO says they are about where they want to be with the debt. Has all kinds of legal problems they have to deal with. Companies that do takeover after takeover and take on debt, generally get into trouble. Doesn’t feel it is cheap enough. If it got under $10, he might look at it.


Price:
$17.420
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-09-26 COMMENT Must be logged in to use chart YES-X Char Technologies Inc.

Filters H2S (hydrogen sulfide) and uses the results for fertilizer. He decided not to go into this because he doesn’t get involved in venture firms, but questions his wisdom when he knows the company and its management so well. They don’t have a lot of revenues. Its minor-league, but is expected to go up. They are building a plant. The volume is very, very low and it trades by appointment. He avoids new companies like this, but believes in management.


Price:
$0.230
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2017-08-14 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  He has gotten out of more companies in the past 4 to 5 months than possibly ever before.  He is taking some great profits.  His picks today are down in value and have a long way up to go.  When markets are up so high it is worth taking money off the table.  Don’t get greedy.  At some point there will be a blow off, but the trend right now is upwards.  North Korea, he does not think is quite as significant as some people do.  He thinks volatility can be his friend. 


Price:
$0.020
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
_N/A
2017-08-14 TOP PICK Must be logged in to use chart AEG-N Aegon N.V.

It used to be a $50 stock.  They had been selling off assets to comply with the new Euro regulations.  They bottom line is good and they have tremendous upside.  He thinks at the end of the day they will do well.  They got bailed out by the Dutch government.  If they get in trouble again maybe the Dutch government will step in again.  They seem to be on the right path.  (Analysts’ target: $5.60).


Price:
$5.870
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-08-14 SELL Must be logged in to use chart AIM-T Aimia

They are in trouble and can’t pay the dividend.  It will be harder for them to make money in the future.  He would take a tax loss with this one.  They have a lot of problems they have to deal with.  A lot of people may decide to cash in their Aeorplan points before they possibly go under.


Price:
$2.170
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2017-08-14 WATCH Must be logged in to use chart AJX-T AgJunction Inc

They did a merger with another company that doubled their size, but then the revenues went below their previous levels.  A lot of the AG companies are doing well.  He is happy to hold it, but does not know when there will be a breakthrough. 


Price:
$0.520
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-08-14 HOLD Must be logged in to use chart BAC-N Bank of America

He would not pay $24 for it.  He does not average up.  They just raised the dividend.  Higher interest rates should bode well for them. Continue to hold.


Price:
$24.420
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-08-14 HOLD Must be logged in to use chart BB-T BlackBerry

He still likes it.  GS-N just put it down to a sell.  Chen seems to be hitting his targets for the most part.  He bought it assuming it would be taken over, but that did not happen.  He kept it because Chen had his previous company taken over.  It is so big and has such a huge following that when it does well it can really shoot up.


Price:
$11.400
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2017-08-14 SELL Must be logged in to use chart CDI-N (Dead) CDI Corp.

They are being taken over by a private equity group.  He lost money.  He bought when the US dollar was about par.  The earnings recently weren’t very good.  He doubts a higher bid will come in and is worried the deal will not go through.  He hopes it will get taken over.  They don’t pay a dividend any more.  He estimates it will close in the third quarter. 


Price:
$8.200
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
No
2017-08-14 DON'T BUY Must be logged in to use chart CGX-T Cineplex Inc

It has gone up way, way too high to be of interest.  Revenues come from many different things other than films.  This is an industry that is going to continue one way or another. 


Price:
$42.200
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2017-08-14 WATCH Must be logged in to use chart CPG-T Crescent Point Energy Corp

At some point it will find the floor.  He watches it because it is so badly beaten up.  He will study it for 6 months.  They took on a tremendous amount of debt.  It could go down a fair amount from here.  This is his kind of company to watch and possibly buy. 


Price:
$8.640
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2017-08-14 DON'T BUY Must be logged in to use chart CSK-X CobalTech Mining Inc.

There is a takeover going on.  It is at a 20% premium in shares.  He does not buy into the venture.  For them to have revenues of any degree, he feels they will have dilution before that. 


Price:
$0.160
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
Showing 1 to 30 of 2,085 entries
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