Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 17, 2010
Recently bought this one back but is still not completely clear in some ways because Yellow Pages as paper is pretty much done. Have gravitated to the web and seem to be doing a pretty good job with it.
Yellow Media Inc (Y-T)
September 17, 2010
Recently bought this one back but is still not completely clear in some ways because Yellow Pages as paper is pretty much done. Have gravitated to the web and seem to be doing a pretty good job with it.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$5.520
Owned
Yes
WEAK BUY
WEAK BUY
September 17, 2010
Has it in his personal portfolio. Could see it possibly going into receivership and how it could take a haircut because of the Greek bonds but it is the leading bank in Greece and government employees salaries go through this. Highly risky.
Has it in his personal portfolio. Could see it possibly going into receivership and how it could take a haircut because of the Greek bonds but it is the leading bank in Greece and government employees salaries go through this. Highly risky.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.400
Owned
Yes
COMMENT
COMMENT
September 17, 2010
Pays a nice distribution. Management is very seasoned. US properties can be picked up at very reasonable prices and they are quite adept at doing this.
Pays a nice distribution. Management is very seasoned. US properties can be picked up at very reasonable prices and they are quite adept at doing this.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$22.110
Owned
Yes
COMMENT
COMMENT
September 17, 2010
Interesting company. Seem to be getting their house in order. Big debt load. Continuing getting orders. A contrarian play. His hesitancy is that it has moved up a fair bit so he thinks there are companies that are of greater interest for him
Magellan Aerospa (MAL-T)
September 17, 2010
Interesting company. Seem to be getting their house in order. Big debt load. Continuing getting orders. A contrarian play. His hesitancy is that it has moved up a fair bit so he thinks there are companies that are of greater interest for him
Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.630
Owned
No
WEAK BUY
WEAK BUY
September 17, 2010
Very risky but he has it in his personal portfolio.
Very risky but he has it in his personal portfolio.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$3.400
Owned
Yes