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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Ross Healy

HOLD
Buy this dip?

They went to raise money, but too much, which in turn pressured the stock price. But don't worry about the low price. He's bullish gold and silver. Be patient and let this wash through. The underwriters were stupid.

precious metals
WAIT

A strong balance sheet, but the gap is increasing between its share price and fair market value in recent years. Has nice support at $3,900, which is safe.

computer software / processing
BUY ON WEAKNESS
Bank of Montreal

A great entry point would be $103, not now. It's trading at the low end of its long-term trend. he wouldn't sell it now and it's not his first bank choice. That said, it's falling to levels that are looking attractive. It will eventually reach $175. Has good upside and pays a nice yield.

banks
BUY

Inflation will continue to effect prices in commodities, which puts TECK in the right place at the right time.

Mining
WEAK BUY

Its fair market value is 104% of where the stock is right now. It peaked 3 months ago when it hit 4x book value. It may come down a bit. the balance sheet is okay. He wishes they had a higher yield. Is okay. Would buy at $42, but wouldn't sell on a panic either.

machinery
WEAK BUY
TC Energy

Likes it, though not a huge winner. Has upside.

oil / gas pipelines
PAST TOP PICK
Laurentian Bank
(A Top Pick Jun 08/23, Down 14%)

He made that call right before they put themselves for sale. So it would have been a good time to sell. He's baffled why BNS bought CWB and not the cheaper LB. He would hang onto this. It's so cheap and eventually somebody will buy it.

banks
PAST TOP PICK
Suncor Energy Inc
(A Top Pick Jun 08/23, Up 34%)

He continues to like oil. We won't switch to renewables and ESG for a long time. Meanwhile, these companies are growing and their shares are cheap. Good to hold as inflation continues.

integrated oils
PAST TOP PICK
Hudbay Minerals
(A Top Pick Jun 08/23, Up 107%)

He wanted exposure to EV and HBM produces copper (for EVs). This has worked veryw ell.

precious metals
BUY ON WEAKNESS
Trisura Group

It's floating between 2x and 4x book value, now heading lower. He'd heavily buy at $35. Shares now are okay. He targets $60.

0
BUY

He's very happy to hold up. He sees 25% upside. The merger was a good thing. He expects the merger by BNS to be approved and will benefit both. The differential between the two stocks points to approval.

banks
BUY

Good outlook despite a risk of falling to $40. He's bullish oil and natural gas.

oil / gas
DON'T BUY

Has fallen far from its highs and getting closer to its fair market value, but that is still 28% away. It could fall to $85.

specialty stores
BUY
Paramount Resources

A strong balance sheet and a safe, nice dividend. Cheap, trading slightly above its book value. Sees a lot of upside.

oil / gas
DON'T BUY
Ivanhoe Mines Ltd

Expensive at 42% above its fair market value. Also, it's exposed to Africa. It may be fine there, but the growing nationalism worries him.

Mining
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