Stock Opinions by Ross Healy - Stockchase Experts
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Ross Healy @

On Stockchase since : Oct 2000

Chairman at Strategic Analysis Corp

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T: 416-489-3603http://www.strategicanalysis.ca/

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Stock Opinions by Ross Healy - Stockchase Experts

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COMMENT
General Market Comment 

January 3, 2019

Market Outlook - He anticipated that the S&P 500 would go at least to 2,500. But if that level doesn't hold we will probably finish the job. And that is probably at the 2,000 level. The market is 10 years old and is old and tired. He doesn't think it is a huge set back as the classic things that spell catastrophe are not there. Hydro One (H-T) is getting to a level and a yield that can be sustained. But give it a couple of bucks, don't rush.
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Market Outlook - He anticipated that the S&P 500 would go at least to 2,500. But if that level doesn't hold we will probably finish the job. And that is probably at the 2,000 level. The market is 10 years old and is old and tired. He doesn't think it is a huge set back as the classic things that spell catastrophe are not there. Hydro One (H-T) is getting to a level and a yield that can be sustained. But give it a couple of bucks, don't rush.
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$0.000
Owned Owned
Unknown

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DON'T BUY
Mastercard Inc.(MA-N) 

January 3, 2019

Still has between 30 and 40% downside risk. Under no circumstance touch it. Same with Visa (V-N). Two companies that rode the momentum on the upside. Now they are coming down the other side. Valuation got too rich.
other services
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Still has between 30 and 40% downside risk. Under no circumstance touch it. Same with Visa (V-N). Two companies that rode the momentum on the upside. Now they are coming down the other side. Valuation got too rich.
other services
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$181.180
Owned Owned
No

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BUY
Laurentian Bank(LB-T) 

January 3, 2019

Really cheap. In the last 20-25 years of history for that he has for this company only a couple of times it's been at this level. And subsequently it did very well. Best yield of the banks. What is not to like about it?
banks
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Really cheap. In the last 20-25 years of history for that he has for this company only a couple of times it's been at this level. And subsequently it did very well. Best yield of the banks. What is not to like about it?
banks
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$38.840
Owned Owned
Unknown

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BUY
Barrick Gold(ABX-T) 

January 3, 2019

He likes the gold generally speaking. They are heading higher because of the fiscal situation of the US, Europe, Japan and increasingly China. So he thinks a 10% to 20% of the portfolio should be on gold or gold stocks as a defense mechanism.
precious metals
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He likes the gold generally speaking. They are heading higher because of the fiscal situation of the US, Europe, Japan and increasingly China. So he thinks a 10% to 20% of the portfolio should be on gold or gold stocks as a defense mechanism.
precious metals
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$17.570
Owned Owned
Unknown

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DON'T BUY
Good news and bad news. The good news is that the price of the stock has come down a lot and now is at a discount to book value. And also it has a nice dividend yield. But the dividend is $1.20 and they only make 46 cents. When something like that happens then something is wrong here, The markets are expecting a cut. He sees only 4-5% upside potential here. This company is failing its shareholders and it is going to cut its dividend.
investment companies/funds
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Good news and bad news. The good news is that the price of the stock has come down a lot and now is at a discount to book value. And also it has a nice dividend yield. But the dividend is $1.20 and they only make 46 cents. When something like that happens then something is wrong here, The markets are expecting a cut. He sees only 4-5% upside potential here. This company is failing its shareholders and it is going to cut its dividend.
investment companies/funds
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$10.730
Owned Owned
Unknown

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SPECULATIVE BUY
Maxar Technologies(MAXR-T) 

January 3, 2019

If you look at the earnings forecast of the street the stock is worth 530% more than it is selling for. This stock has absolutely plunged. Trading at 40% of book value. If you believe that it got anything this stock is cheap. Probably not a bad idea to roll the dice. Be mindful of how much you can lose. This is not like BCE (BCE-T) where you can go all in and not worry about it.
computer software/processing
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If you look at the earnings forecast of the street the stock is worth 530% more than it is selling for. This stock has absolutely plunged. Trading at 40% of book value. If you believe that it got anything this stock is cheap. Probably not a bad idea to roll the dice. Be mindful of how much you can lose. This is not like BCE (BCE-T) where you can go all in and not worry about it.
computer software/processing
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$15.290
Owned Owned
Unknown

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COMMENT
Russel Metals(RUS-T) 

January 3, 2019

Fundamentally it trades between 1 and 2 times book value. When it gets bellow book value is time to get in. Book value is between 16 and 17 and the stock is trading at 21. Probably has 5 bucks on the downside before is a buy. But balance sheet is fine. And the earnings continue to rise nicely.
steel
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Fundamentally it trades between 1 and 2 times book value. When it gets bellow book value is time to get in. Book value is between 16 and 17 and the stock is trading at 21. Probably has 5 bucks on the downside before is a buy. But balance sheet is fine. And the earnings continue to rise nicely.
steel
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$20.950
Owned Owned
Unknown

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COMMENT
General Market Comment 

January 3, 2019

You said that the downside on the S&P 500 is closer to 2,000 - What is your view on the S&P 500 if the Fed does not raise interest rates and we have a resolution to the trade wars - Outside of short rates he doesn't see interest rates going up. The demand for money in NA is not there. But these factors are not the main ones. The problem in the market is not interest rates but valuations.
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You said that the downside on the S&P 500 is closer to 2,000 - What is your view on the S&P 500 if the Fed does not raise interest rates and we have a resolution to the trade wars - Outside of short rates he doesn't see interest rates going up. The demand for money in NA is not there. But these factors are not the main ones. The problem in the market is not interest rates but valuations.
Unknown
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$0.000
Owned Owned
Unknown

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PAST TOP PICK
Yamana Gold Inc.(YRI-T) 

January 3, 2019

(A Top Pick Jan 19/18, Down 19%) He wouldn't sell it here. the stock is cheaper now.
precious metals
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(A Top Pick Jan 19/18, Down 19%) He wouldn't sell it here. the stock is cheaper now.
precious metals
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$3.370
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Jan 19/18, Up 17%) That was a sweet recommendation as this was better than Enbridge (ENB-T). It was absorbed by Enbridge (ENB-T) that he doesn't like as much.
oil/gas
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(A Top Pick Jan 19/18, Up 17%) That was a sweet recommendation as this was better than Enbridge (ENB-T). It was absorbed by Enbridge (ENB-T) that he doesn't like as much.
oil/gas
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$0.000
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Jan 19/18, Down 3%) Value stocks didn't work last year. All the banks have been weak. This was no exception.
banks
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(A Top Pick Jan 19/18, Down 3%) Value stocks didn't work last year. All the banks have been weak. This was no exception.
banks
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$101.920
Owned Owned
Unknown

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BUY
Goldcorp Inc(G-T) 

January 3, 2019

He likes it. Good balance sheet. Stands to enjoy good leverage off the price of gold.
precious metals
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He likes it. Good balance sheet. Stands to enjoy good leverage off the price of gold.
precious metals
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$13.340
Owned Owned
Unknown

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DON'T BUY
Inter Pipeline(IPL-T) 

January 3, 2019

The dividend is not covered ($1.71 on expected earnings of $1.52). The quality of the balance sheet is not overwhelming. Technically it is showing signs of weakening. (Analysts’ price target is $27.20)
oil pipelines
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The dividend is not covered ($1.71 on expected earnings of $1.52). The quality of the balance sheet is not overwhelming. Technically it is showing signs of weakening. (Analysts’ price target is $27.20)
oil pipelines
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$19.540
Owned Owned
No

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BUY on WEAKNESS
Manulife Financial(MFC-T) 

January 3, 2019

He thinks it is superb value. His models shows 200% upside potential. Has a nice dividend yield well covered. Despite all this the stock is falling giving him a short term sell technically reaching $16. He likes the stock fundamentally but technically not. All insurance companies look like this.
insurance
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He thinks it is superb value. His models shows 200% upside potential. Has a nice dividend yield well covered. Despite all this the stock is falling giving him a short term sell technically reaching $16. He likes the stock fundamentally but technically not. All insurance companies look like this.
insurance
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$19.280
Owned Owned
Unknown

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DON'T BUY
Shopify Inc.(SHOP-T) 

January 3, 2019

Walking upstairs. Its balance sheet is like up-flat-up flat. He sees a gap between its fair market value and its stock price (87% in his opinion).
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Walking upstairs. Its balance sheet is like up-flat-up flat. He sees a gap between its fair market value and its stock price (87% in his opinion).
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$174.910
Owned Owned
Unknown

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