Opinions by Benj Gallander | StockChase
2151
Benj Gallander

President

ON STOCKCHASE SINCE Apr 2002

Contra the Heard Investment Letter

2151
Benj Gallander

President

ON STOCKCHASE SINCE Apr 2002

Contra the Heard Investment Letter


Opinions by Benj Gallander


Signal Opinion Expert Chart
COMMENT
General Market Comment 

March 2, 2011

“Risk on” and “Risk off”: It’s a new term from 2010. Risk on means you are willing to take more risk – it is a good time to take more risk. Risk off means it is time to be scared and people flee to American treasuries. Diversification covers this anyway.
“Risk on” and “Risk off”: It’s a new term from 2010. Risk on means you are willing to take more risk – it is a good time to take more risk. Risk off means it is time to be scared and people flee to American treasuries. Diversification covers this anyway.
Unknown
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$0.020
Owned Owned
Unknown

Must be logged in to use chart
DON'T BUY
Zinc is being ignored. Could be a good time to go into this metal. They have a ton of shares outstanding which could possibly be consolidated. Would look at other companies.
metal mines
Zinc is being ignored. Could be a good time to go into this metal. They have a ton of shares outstanding which could possibly be consolidated. Would look at other companies.
metal mines
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$0.770
Owned Owned
No

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COMMENT
Sirius Satellite Radio(SIRI-Q) 

February 16, 2012

You have to watch the competition and this is an area that is changing dramatically all the time. Has an absolutely huge debt load of around $3 billion, somewhat parallel to its revenues. The debt load scares the heck out of him. Has started to make money, which potentially bodes well.
Broadcasting
You have to watch the competition and this is an area that is changing dramatically all the time. Has an absolutely huge debt load of around $3 billion, somewhat parallel to its revenues. The debt load scares the heck out of him. Has started to make money, which potentially bodes well.
Broadcasting
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$2.145
Owned Owned
No

Must be logged in to use chart
BUY
Altria Group Inc(MO-N) 

October 22, 2009

You have people that are dependent on cigarettes and cigars. As a dividend play it could continue, but they have a high debt load. He’s not that keen on investing in a company that kills people but it’s hard to ignore the constant demand for the product.
tobacco
You have people that are dependent on cigarettes and cigars. As a dividend play it could continue, but they have a high debt load. He’s not that keen on investing in a company that kills people but it’s hard to ignore the constant demand for the product.
tobacco
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$18.180
Owned Owned
Unknown

Must be logged in to use chart
HOLD
You get 6 cents per share. This was a mistake. Thinks this is a done deal. If you cannot make money in the Christmas quarter, you wont make money all year.
specialty stores
You get 6 cents per share. This was a mistake. Thinks this is a done deal. If you cannot make money in the Christmas quarter, you wont make money all year.
specialty stores
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$0.055
Owned Owned
Unknown

Must be logged in to use chart
COMMENT
Kinross Gold(K-T) 

February 16, 2012

You didn't like this one at $16 or at $14. What about $10? Still not cheap enough for him when he looks at the upside. Likes to see a stock that is either 100% or higher for a long period of time over the last 10 years or at least that has spiked a number of times from where he is looking to buy or more.
precious metals
You didn't like this one at $16 or at $14. What about $10? Still not cheap enough for him when he looks at the upside. Likes to see a stock that is either 100% or higher for a long period of time over the last 10 years or at least that has spiked a number of times from where he is looking to buy or more.
precious metals
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$11.070
Owned Owned
No

Must be logged in to use chart
DON'T BUY
Bombardier Inc (B)(BBD.B-T) 

October 8, 2002

Yield 5%. A lot of problems. Big debt.
transportation equip & components
Yield 5%. A lot of problems. Big debt.
transportation equip & components
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$3.630
Owned Owned
Unknown

Must be logged in to use chart
WAIT
Year after year it has lost money. He wants to see it make money on an annual basis, not a quarterly basis.
packaging/containers
Year after year it has lost money. He wants to see it make money on an annual basis, not a quarterly basis.
packaging/containers
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$3.130
Owned Owned
Yes

Must be logged in to use chart
DON'T BUY
Blackstone Group LP(BX-N) 

December 24, 2007

Wrote a column in the Globe recently and trashed this stock. Management was getting most of the money. IPO was down over 90% in 1 year. Very little potential going for it.
investment companies/funds
Wrote a column in the Globe recently and trashed this stock. Management was getting most of the money. IPO was down over 90% in 1 year. Very little potential going for it.
investment companies/funds
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$23.262
Owned Owned
No

Must be logged in to use chart
DON'T BUY
Bank of Montreal(BMO-T) 

February 9, 2010

Wouldn’t touch Canadian Banks at these levels. There is more downside risk. May look at preferred shares.
banks
Wouldn’t touch Canadian Banks at these levels. There is more downside risk. May look at preferred shares.
banks
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$52.180
Owned Owned
Unknown

Must be logged in to use chart
BUY
Wouldn’t be surprised if it had a good rebound at some point.
precious metals
Wouldn’t be surprised if it had a good rebound at some point.
precious metals
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$16.020
Owned Owned
No

Must be logged in to use chart
DON'T BUY
Wouldn't go near this. There are a lot of shoes that still have to fall. Revenues are declining and debt is rising, especially now that it is junk status.
Automotive
Wouldn't go near this. There are a lot of shoes that still have to fall. Revenues are declining and debt is rising, especially now that it is junk status.
Automotive
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$30.730
Owned Owned
No

Must be logged in to use chart
DON'T BUY
Wouldn't go near it. He was more interested in it when it was at 50 cents.
misc industrial products
Wouldn't go near it. He was more interested in it when it was at 50 cents.
misc industrial products
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$15.250
Owned Owned
Unknown

Must be logged in to use chart
COMMENT
BlackBerry(BB-T) 

February 16, 2012

Wouldn't be a buyer at this level but could see it under $13 and possibly under $15. Good balance sheet plus $1 billion in the bank. No debt. Making money. Has a lot of potential.
electrical/electronic
Wouldn't be a buyer at this level but could see it under $13 and possibly under $15. Good balance sheet plus $1 billion in the bank. No debt. Making money. Has a lot of potential.
electrical/electronic
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$15.320
Owned Owned
No

Must be logged in to use chart
WAIT
Would wait because it came so far down recently. If they take another loss like a year ago, it could take time for them to recover. From this level it could double or go to $10-$12. CEO made good moves to raise money with dividend cut etc. Is watching it and if it came down a bit he could go for it.
insurance
Would wait because it came so far down recently. If they take another loss like a year ago, it could take time for them to recover. From this level it could double or go to $10-$12. CEO made good moves to raise money with dividend cut etc. Is watching it and if it came down a bit he could go for it.
insurance
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$15.710
Owned Owned
Unknown

Must be logged in to use chart
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