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Compiling comments that experts make about stocks while on public TV.

Recent Opinions

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Date Signal Company Expert Opinion Price
2017-01-19 N/A A Comment -- General Comments From an Expert
A Commentary
Ross Healy

Markets.  We had a lovely lead up until tomorrow (Inauguration), and the market has said that this is really wonderful.  Trump’s tweeting rather changed the rules of the game.  Now we are going to find out if and when some of his programs can be put into place.  Interest rates are going to wend their way upward.  This year will tend to be a value market with high momentum stocks running out of gas.  You have to pay attention this year to the values of what you are buying.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: _N/A
2017-01-19 PAST TOP PICK Barrick Gold
ABX-T
Ross Healy

(Top Pick Jan 26/16, Up 66.68%) It has already had a massive set back.  He was glad of that.  Gold has a place in every portfolio.  Trump may push up the US$ which is negative for gold.  Interest rate increases would be negative for gold.  So he has stepped aside from the group.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2017-01-19 DON'T BUY Aimia
AIM-T
Ross Healy

The book value has been steadily heading down for the last 4 years.  It has always peaked at 4 times book value, where it is now.  It is paying out more than it ought to in a dividend.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-01-19 TOP PICK Bank of America
BAC-N
Ross Healy

Their earnings came out the other day and were block buster.  This happened with only one interest rate bump.  Clearly there is some nice momentum going.  They ought to be creating excitement amongst investors.  He is hoping Trump will take a look at what the banks are allowed to pay out.  There should be room for dividend growth.  (Analysts’ target: $24.72). 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2017-01-19 SPECULATIVE BUY BlackBerry
BB-T
Ross Healy

He is thinking this is dead money.  The pillars that are driving this company aren’t.  The remaining assets are the remaining contracts with governments.  He thinks they should have been bought out.  This thing is not working out.  Mr. Chan has been dealt a hand he cannot win at.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: No
2017-01-19 BUY CitiGroup
C-N
Ross Healy

He likes it.  Finally conditions are coming together to let them break out into higher ground.  They have good upside, and a lot of it. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-01-19 HOLD Crescent Point Energy Corp
CPG-T
Ross Healy

One of two Canadian oil stocks that he thinks have upside potential.  Definitively hold it if you have it.  He likes this and IMO-N, having upside potential in the oil sector.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-01-19 HOLD CSX Corp
CSX-Q
Ross Healy

Hunter Harrison has left CP-T and is rumoured to be heading to CSX-N.  The question is whether he can unleash the metrics he did on CP-T.  If this is true then you should hang on despite the 20% increase in CSX-N today.  Most of the rail stocks are quite expensively valued.  Betting on any boardroom battle is always risky, but he has made two underperforming rails into stars.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-01-19 PAST TOP PICK Enbridge Income Fund Holdings
ENF-T
Ross Healy

(Top Pick Jan 26/16, Up 36.76%) You just had to have it.  It has done very well. It is trading at its net worth value so does not offer any more. 


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2017-01-19 DON'T BUY Fairfax Financial
FFH-T
Ross Healy

(Market Call Minute) They have clever management but it is reasonably fully valued.  15-20% upside max.  Not one of his favourite financials.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-01-19 DON'T BUY Hydro One
H-T
Ross Healy

(Market Call Minute) Earnings have been flat since the initial issue and the stock has been backing away but it has not dropped to a value where he says it is a buy.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-01-19 SPECULATIVE BUY Hudson Bay Co.
HBC-T
Ross Healy

The stock is trading at about a 40% discount to its value.  It has never traded that low.  The problem is that the earnings forecasts have collapsed and are falling into negative ground.  There is nothing to assign a value to when doing an analysis.  The quality has slipped on the balance sheet.  We should not lose site of the fact that they have some really interesting real estate holdings.  He thinks IFRS accounting would apply a much higher value to their holdings.  There could be a lot there from a net worth point of view.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-01-19 COMMENT Intact Financial
IFC-T
Ross Healy

Analysts are calling for $6.92.  They have enjoyed a really nice growth rate, but it is running up against powerful resistance at two times book value.  He is optimistic, however.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
2017-01-19 TOP PICK Imperial Oil
IMO-T
Ross Healy

This is cheap.  If you want diversification then he likes this one.  They have this huge guardian angel in the form of Exxon Mobil.  It has not had the big bounce that some of the oil companies have had.  He thinks only good things can happen with this one.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Yes
2017-01-19 DON'T BUY Southwest Airlines
LUV-N
Ross Healy

He thinks you should be careful about valuing opportunities on whether Warren Buffet is buying them.  He has historically hated airlines but is giving his managers more room these days.  LUV-N is expensive now in terms of fair market value and he does not see any upside.  It will go on sentiment, rather than value.


Price: $0.000
Subject: NORTH AMERICAN - LARGE
Bias: SELECTIVE
Owned: Unknown
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