Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 17, 2010
(A Top Pick Aug 28/09. Up 12.37%.) 4.35% Series 17 preferred bond.
BCE Inc. (BCE-T)
September 17, 2010
(A Top Pick Aug 28/09. Up 12.37%.) 4.35% Series 17 preferred bond.
Randy LeClair
Chief Investment Officer & Portfolio Manager, Portland Investment Counsel
Price
$33.460
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 17, 2010
(A Top Pick Oct 22/09. down 47%.) Consolidated 1 to 5. Had put a lot of faith in the new CEO who did a lot of cutting and was looking for higher margins, which did not come. Company continues to lose money. Sold his holdings in February at $2.91.
(A Top Pick Oct 22/09. down 47%.) Consolidated 1 to 5. Had put a lot of faith in the new CEO who did a lot of cutting and was looking for higher margins, which did not come. Company continues to lose money. Sold his holdings in February at $2.91.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.400
Owned
No
PAST TOP PICK
PAST TOP PICK
September 17, 2010
(A Top Pick Oct 22/09. Down 16.5%.) Very highly tuned to the economy and housing market. They have to start showing regular profits quarter after quarter. Introducing some new products. Still likes.
(A Top Pick Oct 22/09. Down 16.5%.) Very highly tuned to the economy and housing market. They have to start showing regular profits quarter after quarter. Introducing some new products. Still likes.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.670
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 17, 2010
(A Top Pick Oct 22/09. Up 130%.) In a highly competitive field. Have about $90 million in cash, about $3.50 a share. Record revenues this past quarter and are looking at continued high profitability. Could see it doing a double.
(A Top Pick Oct 22/09. Up 130%.) In a highly competitive field. Have about $90 million in cash, about $3.50 a share. Record revenues this past quarter and are looking at continued high profitability. Could see it doing a double.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$8.410
Owned
Yes
TOP PICK
TOP PICK
September 17, 2010
Droid phones are taking off. Just sold a division to Nokia (NOK-N) for $1.2 billion area and expected to pay down debt. Also planning on subdividing into 2 divisions, which should unleash shareholder value. One division, which has been losing money, is expected to break even while the other would be making a lot more money.
Motorola (MSI-N)
September 17, 2010
Droid phones are taking off. Just sold a division to Nokia (NOK-N) for $1.2 billion area and expected to pay down debt. Also planning on subdividing into 2 divisions, which should unleash shareholder value. One division, which has been losing money, is expected to break even while the other would be making a lot more money.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$8.380
Owned
Yes
TOP PICK
TOP PICK
September 17, 2010
#3 after Google and Bing. Management is way overpaid. Offer of $8 to $11 billion was made for Alibaba, which was turned down but it sounds like there is a lot of pressure to sell. Pristine balance sheet.
Altaba Inc (AABA-Q)
September 17, 2010
#3 after Google and Bing. Management is way overpaid. Offer of $8 to $11 billion was made for Alibaba, which was turned down but it sounds like there is a lot of pressure to sell. Pristine balance sheet.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$13.890
Owned
Yes
TOP PICK
TOP PICK
September 17, 2010
High risk but same store sales went up 5.1%.
Liquidation World (LQW-T)
September 17, 2010
High risk but same store sales went up 5.1%.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.950
Owned
Yes