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Stock Opinions by Ross Healy

COMMENT
Inflation. He thinks about it in terms of the impact on interest rates more than anything else. Looking forward, the question is that with commodity prices having come off, are we heading for a more disinflationary environment. What's going to be the effect on the overall economy and the stock market?
Unknown

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COMMENT
Markets. Problem is when we look at the market, despite the fall we've had so far, the US market isn't cheap. NASDAQ in particular has only fallen from 60% above its FMV last November to 25% above FMV. Still not cheap, some ways to go. Canadian market is cheap, FMV of the TSX is 70% higher than the current level of the market. So that explains why the TSX outperformed the US market on the way down. Looking ahead, don't be surprised if we get another cycle in which the Canadian market outperforms the US. Canada has the fundamentals in place for a good time in the next market cycle, but that isn't tomorrow.
Unknown
COMMENT
Dangers of a consensus market. When everybody agrees, the odds are that everybody is wrong. Today is a perfect example. Everybody was expecting US inflation to come in lower, and it was, so the markets have taken off. Going forward, we need to be careful. Inflation is not wiped out by any stretch of the imagination.
Unknown
DON'T BUY
Very concerned about the outlook for the stock. 60% above intrinsic value. Sales, earnings, and ROE are flattening. Two weeks ago, stock broke below 8x book value, which portends a further drop of 50%. Be very cautious.
specialty stores
COMMENT
Weekly rundown on big tech. Every Friday, he posts a webinar on YouTube called FANG Friday.
Unknown
BUY
If we start to get a move in precious metals, silver stocks tend to outperform gold stocks. Stock's very cheap. Long way to go to a peak.
precious metals
COMMENT
Optimistic on precious metals. Have any governments done anything about their hideous balance sheets? No. Globally, the debt to GDP ratio has reached what he'd call a second-order insolvency, close to being a bankruptcy. Balance sheets either have to be fixed, which he doesn't see happening, or if we enter another expansion phase and the Fed eases up on QT, precious metals will soar.
Unknown
BUY
Surprisingly weak. FMV is about 90% higher than current price. OK balance sheet. Good upside potential, decent dividend. Why is the stock down here? He sees value.
oil / gas
BUY
Fallen from twice book value to book. FMV indicates potential of over 200%. PE only 5.44x. Food will continue to be a long-term issue. Fertilizer crucial to increase production. Stock's cheap. Potential to be a leader in next bull market.
agriculture
DON'T BUY
His long-term charts over 35 years show 3 distinct phases. Early phase grew quickly, second one slowed down but still OK. Third phase is flattening. Balance sheet isn't going anywhere. Valuations will follow growth rates. Price to book has fallen steadily. Streaming competition pressures margins. Too early to invest.
entertainment services
WEAK BUY
Fairly valued, decent upside potential. Decent balance sheet. Small yield of 2.4% is better than nothing. Intrinsic value has drifted off. Lots of companies getting into EV, but are they going to make money?
Automotive
PAST TOP PICK
(A Top Pick Oct 28/21, Down 22%) The thesis has yet to work out. New CEO is making changes. A good piece for a larger bank or insurer to take out. Stock's cheap, good upside potential. Happy to hold as a turnaround story.
banks
PAST TOP PICK
(A Top Pick Oct 28/21, Up 74%) Cheap PE. Excellent upside potential. Likes fossil fuel industry going forward. Gross underinvestment. Powers that be continue to put pressure on the sector.
oil / gas
PAST TOP PICK
(A Top Pick Oct 28/21, Down 23%) Inflation does things for gold in spasms, and we haven't had one for a while. Stock's cheap. Bullion being sucked up by the central banks. Can't fight that demand forever. Could be close to an explosive move in gold and silver price.
precious metals
PARTIAL BUY
Every cycle of rate hiking gets hit by some credit-driven catastrophe, a cloud on banks. Cheap, adjusted book value is $97. In shorter term, something will erupt to pull down the sector and give you a chance to steal the stock. Nice yield. Could buy here in bits and pieces every quarter.
banks
Showing 1 to 15 of 3,150 entries