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

Viewing Expert

Ross Healy , Chairman

Strategic Analysis Corp

Address
20 Eglington Ave W. Suite 1400
P.O.Box 2003
Toronto, ON
M4R 1K8

Contact Info
Telephone: 416-489-3603
Toll Free: 1-877-214-5641
Email:
Website: http://www.strategicanalysis.ca/


Date Signal Chart Symbol Company Opinion Price
2017-07-21 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Market. There is a lot of liquidity sloshing around the market, which really doesn’t know what to do. However, when you try to reach into the market to grab some value, it’s difficult. Because of this, what has happened increasingly lately is that as a kind of default investment, investors are going into ETF’s, somewhat blindly. The issue he has is that people buy and never mind what the quality, the underlying fundamentals are. When he sees the market doing the same thing again, he has to look back and remember what happened when this happened before. In the end, it wasn’t terribly pretty. It is very hard to fight it. There is still value to be found in certain segments. The financial sector is an obvious standout on both sides of the border as being cheap. When this market stops, you better get off.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
_N/A
2017-07-21 COMMENT Must be logged in to use chart BB-T BlackBerry

The company never was able to deliver on the promise that John Chen brought. If they can translate those 60 million dashboards to another 60 million self driving cars, that would be wonderful. However, there isn’t anybody out there who is taking them on. This is not an investment, it is a speculation.


Price:
$12.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-21 PAST TOP PICK Must be logged in to use chart C-N CitiGroup

(A Top Pick Aug 11/16. Up 45.6%.) He likes the US financials. Also the Fed has indicated that they want to keep on boosting interest rates up.


Price:
$66.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-21 COMMENT Must be logged in to use chart CCL.B-T CCL Industries (B)

A problem with buying this is that it has had an enormous run from its bottom. It was trading at a big discount to its BV, and is now trading at about 4.5X BV, an astonishing run. This is a cyclical stock, long term. It is trading at about its Fair Market Value. It isn’t cheap anymore.


Price:
$60.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-21 DON'T BUY Must be logged in to use chart CLX-N Clorox Company

The Fair Market Value is 41% below the current price. It is currently trading at the Price to Book of 25X. This stock is simply not investment grade anymore.


Price:
$132.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-21 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

For the past 5 years, the balance sheet has been slowly slipping away. That is because of the huge volatility of energy pricing. The whole oil stock complex is cheap on a Price to Book basis. However, when you value them on an earnings basis, they are not. Oil pricing keep slipping lower and lower. On this company, the PE is 50, and it is currently trading at a Price to Book of 50%.


Price:
$9.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-21 TOP PICK Must be logged in to use chart CUF.UN-T Cominar Real Estate Inv Tr

Trading at 60% of its BV and has a payout that is covered. If they were to cut their dividend down to about 8%, a sustainable rate, he thinks the stock would take off. Dividend yield of 11%. (Analysts’ price target is $14.)


Price:
$13.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-21 COMMENT Must be logged in to use chart CVS-N CVS Health Corp

Had a fairly large set back from the last year or so, and is kind of consolidating at about 2X BV. It has nice upside potential of 51%. The downside risk is to about $74, and that is where he would love to be a buyer. It has fairly easy upside to about $92. He wouldn’t worry about this one in the slightest.


Price:
$77.030
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-21 COMMENT Must be logged in to use chart DOL-T Dollarama Inc.

A very expensive stock. On a Price to Book basis, it is out of sight. On a Price to Earnings ratio, it is nothing to write home about. However, this is a momentum stock which keeps on working and keeps on producing nice numbers, because it is a stock for the times. It will keep on going until it doesn’t. When it doesn’t, you had better not be there, because the downside risk is really something.


Price:
$120.900
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-21 COMMENT Must be logged in to use chart EQB-T Equitable Group

There is nothing wrong with this company’s balance sheet. The overwhelming problem with the group was the issue of whether lenders, the people who bought the GICs, etc., wouldn’t freak out and panic when some of the US hedge funds started Shorting.


Price:
$54.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-21 COMMENT Must be logged in to use chart F-N Ford Motor

A conundrum. Cheap on a PE basis, Price to Book, and even on a quality to balance sheet basis. However, what is the outlook for auto sales? He hears it is fairly bleak. Car lots are rapidly filling up with inventory, including used cars. This is different than General Motors (GM-N) which is going gangbusters in China. If you own these, you might have to wait for another auto cycle.


Price:
$11.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-21 COMMENT Must be logged in to use chart FFH-T Fairfax Financial

This had a spectacular growth spurt, and since that time the growth has pretty much levelled out for a long time. Now it just kind of trades in a nice trading range. As time has gone on, the market has become less and less interested, as Prem Watsa has not been able to deliver the returns of the glory days. The stock price and Fair Market Value, as he measures it, are exactly the same. He is concerned that there may be a further set back.


Price:
$563.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-21 TOP PICK Must be logged in to use chart FTS-T Fortis Inc.

Relatively cheap and trading at about 1.25X BV, which is about as low as the company gets. Not a bad dividend of 3.6% and nice upside potential of about 25% for a utility. It should be clear to about $51. (Analysts’ price target is $50.)


Price:
$44.800
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-21 PAST TOP PICK Must be logged in to use chart G-T Goldcorp Inc

(A Top Pick Aug 11/16. Down 30.13.) It behooves any investor to have 8%-10% of their portfolio in gold stocks. This one is cheap on a Price to Book basis.


Price:
$17.200
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-21 COMMENT Must be logged in to use chart GILD-Q Gilead Sciences Inc.

This had an enormous set back from its peak, and has got to a level that is quite attractive. Has loads and loads of upside potential. Feels the downside risk is now behind it and he likes it here. It could go a fair distance.


Price:
$73.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 2,408 entries
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