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
2013-11-11 SELL ON STRENGTH Must be logged in to use chart GOOG-Q Alphabet Inc (C)

(Market Call Minute) Take profits next year to defer taxes.


Price:
$1010.590
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
No
2016-03-01 DON'T BUY Must be logged in to use chart FFH-T Fairfax Financial

Holds insurance and reinsurance companies. (Owns the preferreds). Doesn’t like what they have done with the share structure that started in September. It effectively gives management control. They said it was to avoid a takeover, but as a shareholder if somebody comes in with an offer, it is usually at a premium, and gives him an option to accept or reject. Stock price is a bit high, so he wouldn’t Buy at this point. Just did a couple of deals, one in India and another in Greece. This is a contrarian thing which he thinks is a good thing.


Price:
$719.980
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2012-10-02 COMMENT Must be logged in to use chart AAPL-Q Apple

Has been completely wrong in this one. When it was around $300 he thought it potentially would be a good Short but has doubled since then. He doesn’t understand the valuation.


Price:
$661.310
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
2009-10-22 WEAK BUY Must be logged in to use chart GOOG-Q Alphabet Inc (C) Would not surprise him if it was overvalued, but it is such an amazing company. It might become a good play.
Price:
$554.090
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2013-08-12 COMMENT Must be logged in to use chart AAPL-Q Apple

Way too high priced for him


Price:
$467.360
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2007-09-21 TOP PICK Must be logged in to use chart ALX-N Alexanders Inc. Top Short A REIT. One of the major dangers in shorting is if they pay out money, which they have not been doing. Own 7 good properties in New York state. Have lost money in 2 of the past 3 years. CEO took out about $60 million, which he doesn’t like. Revenues of about $200 million, but have a debt load of about $1 billion.
Price:
$388.100
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CAUTIOUS
Owned:
No
2008-07-04 PAST TOP PICK Must be logged in to use chart ALX-N Alexanders Inc.

(A Top Short Sept 21/07. Up 28% on this Short.) Shorted because US real estate was way overvalued. This company focuses on commercial real estate, which has to go down hill.


Price:
$302.800
Subject:
ALTERNATIVE STRATEGIES
Bias:
SELECTIVE
Owned:
No
2008-07-04 COMMENT Must be logged in to use chart POT-T Potash Corp of Saskatchewan If you are a momentum player, it might be of interest to you. As a contrarian player, he has absolutely no interest in this kind of company. Risk/reward ratio is not good enough for him.
Price:
$213.320
Subject:
ALTERNATIVE STRATEGIES
Bias:
SELECTIVE
Owned:
No
2009-10-22 SELL Must be logged in to use chart AAPL-Q Apple (Market Call Minute) Trading at a record level – what are they going to do as an encore.
Price:
$205.200
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
No
2015-05-07 COMMENT Must be logged in to use chart LNKD-N (Dead) LinkedIn Corporation

He joined in on this a while back, but found no value in it for him. It is just not his kind of company. There is a lot of different kinds of investing, but this is one that he chooses not to indulge in.


Price:
$201.410
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
2009-10-22 SELL Must be logged in to use chart GS-N Goldman Sachs (Market Call Minute) People there take way too much money off the table and shareholders do not get enough.
Price:
$183.690
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2009-05-01 BUY Must be logged in to use chart FSLR-Q First Solar Inc. Solar is a coming field. This is the wave of the future. Companies that have good technology and technology changing quickly will do well over time.
Price:
$180.890
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2008-03-25 BUY on WEAKNESS Must be logged in to use chart POT-T Potash Corp of Saskatchewan Worried about stocks that move up so much. Wouldn’t be buying in at this point. Don’t buy unless you’re a momentum player. Wait for a sell off before you play it.
Price:
$159.340
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Unknown
2015-12-01 COMMENT Must be logged in to use chart VRX-T Valeant Pharmaceuticals

An amazing story. It was a superstar company with the highest capitalization of any company. But at the same time, he questioned the valuation when it was so high. They have a distance to go before they restore trust. Not his kind of company at all. He prefers stocks that are under $10.


Price:
$131.890
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 2,085 entries
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