Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
March 2, 2011
(Top Pick Apr 5/10, Down 20.59%) Traffic management. Great balance sheet. Wrote off a lot of good will this quarter. Insiders own 22% of the company. A lot of upside. In the past two years his companies have skyrocketed but a few haven’t moved and these are two of the top picks. Management keeps on buying more of the company. Expanding their reach. Were talking about government investing in infrastructure. A good company in this field.
Iteris Inc (ITI-Q)
March 2, 2011
(Top Pick Apr 5/10, Down 20.59%) Traffic management. Great balance sheet. Wrote off a lot of good will this quarter. Insiders own 22% of the company. A lot of upside. In the past two years his companies have skyrocketed but a few haven’t moved and these are two of the top picks. Management keeps on buying more of the company. Expanding their reach. Were talking about government investing in infrastructure. A good company in this field.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.620
Owned
Yes
TOP PICK
TOP PICK
March 2, 2011
Has not moved since he bought it. As compared to others, this is 30 billion in revenues. They were loosing money in the recession but are making money now. Balance sheet is getting better. Management has a solid understanding of what they need to do. As economy improves, they should do much better.
Has not moved since he bought it. As compared to others, this is 30 billion in revenues. They were loosing money in the recession but are making money now. Balance sheet is getting better. Management has a solid understanding of what they need to do. As economy improves, they should do much better.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$7.750
Owned
Yes
TOP PICK
TOP PICK
March 2, 2011
(Top Pick Apr 5/10, Up 15.71%) Satellites. Management seems to think acquisition will be immediately accretive. Likes the management. Revenues were increasing, cutting the debt. There is not a lot of conflict in products. It will come on a lot of other analyst’s radar screens.
(Top Pick Apr 5/10, Up 15.71%) Satellites. Management seems to think acquisition will be immediately accretive. Likes the management. Revenues were increasing, cutting the debt. There is not a lot of conflict in products. It will come on a lot of other analyst’s radar screens.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.810
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 2, 2011
(Top Pick Apr 5/10, Up 39.59%) A company that had been hammered with the financials.
(Top Pick Apr 5/10, Up 39.59%) A company that had been hammered with the financials.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$8.290
Owned
Yes
DON'T BUY
DON'T BUY
March 2, 2011
Isn’t that familiar with the company. This is the time of the year that gold retraces its footsteps. He has zero gold companies on his watch list. Sees very few bargains in the commodities right now.
Kinross Gold (K-T)
March 2, 2011
Isn’t that familiar with the company. This is the time of the year that gold retraces its footsteps. He has zero gold companies on his watch list. Sees very few bargains in the commodities right now.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$15.190
Owned
No
SELL
SELL
March 2, 2011
If he owned it he would ‘slim’ down. It is just off record levels. Market is ‘growing’. Insiders own 57%. Book value is negative.
If he owned it he would ‘slim’ down. It is just off record levels. Market is ‘growing’. Insiders own 57%. Book value is negative.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$60.120
Owned
No
DON'T BUY
DON'T BUY
March 2, 2011
Used to follow them closely. Found the company too confusing. Took it off the watch list a year ago.
Used to follow them closely. Found the company too confusing. Took it off the watch list a year ago.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.040
Owned
No