Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 19, 2007
Have about $160 million in revenue. Semiconductor field is a tough one. Crispy clear balance sheet. No long-term debt. Some insider buying.
Zarlink (ZL-T)
April 19, 2007
Have about $160 million in revenue. Semiconductor field is a tough one. Crispy clear balance sheet. No long-term debt. Some insider buying.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.410
Owned
Yes
TOP PICK
TOP PICK
April 19, 2007
Have attempted an IPO for their solar unit, but fell off the rails. Making a lot of changes. Very skilled management.
ATS Automation (ATA-T)
April 19, 2007
Have attempted an IPO for their solar unit, but fell off the rails. Making a lot of changes. Very skilled management.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$7.550
Owned
Yes
TOP PICK
TOP PICK
April 19, 2007
Huge company with about $12 billion in sales. Over $1 billion in cash. Working through a turnaround. Have competed stage 1 and are into stage 2. Letting about 1500 employees go giving them a $35-$40 million cash write-down. Not much debt. Getting a new CEO.
Solectron Corp (SLR-N)
April 19, 2007
Huge company with about $12 billion in sales. Over $1 billion in cash. Working through a turnaround. Have competed stage 1 and are into stage 2. Letting about 1500 employees go giving them a $35-$40 million cash write-down. Not much debt. Getting a new CEO.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$3.300
Owned
Yes
COMMENT
COMMENT
April 19, 2007
A lot of activity with a competitive bid for Agricor (AU-T). If they make another bid, he would be a little bit dubious about it.
Viterra Inc (VT-T)
April 19, 2007
A lot of activity with a competitive bid for Agricor (AU-T). If they make another bid, he would be a little bit dubious about it.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$8.570
Owned
Yes
COMMENT
COMMENT
April 19, 2007
Had bad luck when an avalanche hit their mine. Had to restart the mine. Just got new management. Continually have to issue new shares, which may result in a share consolidation down the road.
Had bad luck when an avalanche hit their mine. Had to restart the mine. Just got new management. Continually have to issue new shares, which may result in a share consolidation down the road.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.045
Owned
Yes
COMMENT
COMMENT
April 19, 2007
He only buys companies that have been around for 10 years. If this had been around for 10 years and was at the bottom of its range, it would be one he would be going over the financials, etc. Could be a turnaround story.
He only buys companies that have been around for 10 years. If this had been around for 10 years and was at the bottom of its range, it would be one he would be going over the financials, etc. Could be a turnaround story.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$4.460
Owned
No
DON'T BUY
DON'T BUY
April 19, 2007
Has gone up too high for him.
Timminco Ltd. (TIM-T)
April 19, 2007
Has gone up too high for him.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$3.660
Owned
No