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
2017-05-08 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  The one stop investing Fad:  This time it is ETFs that mimic indexes.  Since the bottom of 2009 the ETFs have beaten the value investment managers overall.  Increasingly it has become the ‘thing’ to invest in ETFs and forget the value people.  Money is ‘gushing’ into index ETFs and they tend to chase the very highly and very low valued stocks.  Then what you get is a lopsided structure.  The problem is when you get into a bear market and money gushes out.  The high valued stocks crash worse.  He has been here before.  In 1971 he remembers the ‘nifty 50’ stocks that had outperformed all the way up to 1971.  But this was the top of the market and these 50 stocks were off 80% by 1974.  Many of them never came back after that.  Now they are doing it again with ETFs.  When the media grasps it and hypes it, then you know you are close to the end.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
_N/A
2017-05-08 HOLD Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Canadian Banks.  They are reasonably priced.  They are not cheap, but not terribly expensive.  RY-T is the most expensive, but may deliver more upside.  He likes them for their dividend and defensive quality.  There is nothing wrong with them and should be a core part of a portfolio.  He does not see a collapse in housing prices going back more than a year.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2017-05-08 WEAK BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Railways – Canada or US? CNR-T and CP-T are very expensive.  The US rails are pretty much there two.  CSX-Q is interesting.  New management may weave his magic.  You should play in this one if you want to go into this expensive group.


Price:
$0.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2017-05-08 PAST TOP PICK Must be logged in to use chart AGI-T Alamos Gold Inc

(Top Pick Mar 3/16, up 25%) It is a nice little company with a nice balance sheet.  It is one of the golds he has been sticking with although volatile.  In a longer term outlook, it is not a bad stock to remain in.  They are in politically safe areas.


Price:
$8.690
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2017-05-08 DON'T BUY Must be logged in to use chart ALA-T Altagas Ltd

He does not know how sustainable the dividend is.  The earnings have been slipping away.  There is a gap of about 24%.  The stock is not horribly priced, but he does not like a company paying out more than they make.  They are paying out more than twice their earnings. The quality of the balance sheet is okay, but not fabulous.


Price:
$31.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2017-05-08 PAST TOP PICK Must be logged in to use chart AYA-T Amaya Gaming Group Inc.

(Top Pick Mar 3/16, Up 22%) They are meeting a demand in online gambling.  They are heavily into sports gambling which has proved to be a strong area for them.  The kicker is that they have to be approved state by state.  They started in New Jersey which took 2 years and now other states are warming up much more quickly.  There is substantial potential for growth.


Price:
$24.410
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2017-05-08 DON'T BUY Must be logged in to use chart BA-N Boeing

They have been buying back stock and it has not done much for the valuation.  He thinks they should be reinvesting in the business.  Anything above fair market value gets him worried.  You are riding a bit of momentum, but not value. 


Price:
$186.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2017-05-08 DON'T BUY Must be logged in to use chart BAD-T Badger Daylighting

The issue is that in 2014 the stock got all the way up to about 16 times book value.  Then it fell from grace.  Going forward people think it will only go back to there.  Earnings didn’t support it back then and still don’t.  There is not much momentum in earnings, so they are overvalued.  He has no interest in it.


Price:
$30.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2017-05-08 DON'T BUY Must be logged in to use chart CJ-T Cardinal Energy Ltd

He does not have a lot of comfort that the price of oil is going to go up a lot.  He has a hard time getting excited and is not sure high dividends will be sustainable.


Price:
$6.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2017-05-08 SELL Must be logged in to use chart CNR-T Canadian National R.R.

The stock is very extended.  The rails have had a great run.  The problem is that it started at book value and is now at about 5.5 times book and it is not going to do that again.  He is not knocking the company and the management, but the problem is that it is ‘in the market’ already.  It is VERY expensive.


Price:
$101.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2017-05-08 COMMENT Must be logged in to use chart CPG-T Crescent Point Energy Corp

After that enormous run we had he thinks oil will settle down to where it is supposed to be.  CPG-T will have to adjust to current price levels and get costs down so you can get more valuation.


Price:
$13.330
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2017-05-08 WATCH Must be logged in to use chart CSCO-Q Cisco

It has an interesting chart.  It has been banging up against 2.5 times book value for some time and has not been able to break out.  If it does, then it could have quite a run.  Over $35 you might get a decent move.  He is watching it quite closely.  It is close.


Price:
$34.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2017-05-08 TOP PICK Must be logged in to use chart EMN-N Eastman Chemical

Chemicals are good movers toward the end of an economic cycle.  With weakness in Natural gas, it helps them.  They have a 2.6% dividend and a 50% upside potential.  If he gets 15-20% by next year he will be happy with it. (Analysts’ target: $90.00.


Price:
$79.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2017-05-08 COMMENT Must be logged in to use chart FR-T First Majestic Silver

As long as the economy remains as strong as it is, then these stocks will be okay.  Unfortunately it does not have any fair market value left in it so you have to have more bullion pricing there.  We have to wait for the Fed to stimulate the economy.


Price:
$10.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2017-05-08 PAST TOP PICK Must be logged in to use chart FTS-T Fortis Inc.

(Top Pick Mar 3/16, Up 19%) They made a nice acquisition.  He has nothing against the company.  He cannot recommend a sell and would be happy to hold it.


Price:
$44.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
Showing 1 to 15 of 2,387 entries
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