Latest Expert Opinions

Signal
Opinion
Expert
SPECULATIVE BUY
SPECULATIVE BUY
March 2, 2011
Put it back on the watch list about 2 months ago. Not as favorable as many of the smaller banks. Prefers C-N, although more risk. If it went under $10 or $12 he would be much more impressed. He is looking elsewhere, however.
Put it back on the watch list about 2 months ago. Not as favorable as many of the smaller banks. Prefers C-N, although more risk. If it went under $10 or $12 he would be much more impressed. He is looking elsewhere, however.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$13.830
Owned
No
SPECULATIVE BUY
SPECULATIVE BUY
March 2, 2011
Much riskier than City. If it moves could moves higher than triple. Be very weary of Greek bonds.
Much riskier than City. If it moves could moves higher than triple. Be very weary of Greek bonds.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.830
Owned
Yes
WEAK BUY
WEAK BUY
March 2, 2011
Never completely trusts the company. It is a real dinosaur in his way of thinking. What will it cost to get rid of the yellow pages. He put it back on the watch list a while ago and may buy back in again. This stock would be part of his diversification strategy. Has bought it twice and dumped it.
Never completely trusts the company. It is a real dinosaur in his way of thinking. What will it cost to get rid of the yellow pages. He put it back on the watch list a while ago and may buy back in again. This stock would be part of his diversification strategy. Has bought it twice and dumped it.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$5.140
Owned
Yes
BUY
BUY
March 2, 2011
Having difficulties with solar operation. If they spin it off there are all kinds of questions about what shareholders will receive. As economy recovers it is a real bell weather. Longer term it should do well. It remains on his buy list.
Having difficulties with solar operation. If they spin it off there are all kinds of questions about what shareholders will receive. As economy recovers it is a real bell weather. Longer term it should do well. It remains on his buy list.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$6.990
Owned
Unknown
DON'T BUY
DON'T BUY
March 2, 2011
Longest holding he ever had – 17 years, and he didn’t even get a double on it. Then after he sold it it went way up. Now they want to keep increasing the dividend. It came off recently because they are looking at an acquisition. He loves dividends but this is not a stock where he is going to do it.
Longest holding he ever had – 17 years, and he didn’t even get a double on it. Then after he sold it it went way up. Now they want to keep increasing the dividend. It came off recently because they are looking at an acquisition. He loves dividends but this is not a stock where he is going to do it.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$14.400
Owned
Unknown
WAIT
WAIT
March 2, 2011
15% dividend. Followed it on and off for years. It is not as juicy as it was previously because they cut their dividend. When a company cuts dividend, there is often more cuts, although not necessarily in this one. He would put this one in the watch camp.
15% dividend. Followed it on and off for years. It is not as juicy as it was previously because they cut their dividend. When a company cuts dividend, there is often more cuts, although not necessarily in this one. He would put this one in the watch camp.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$11.260
Owned
Unknown
DON'T BUY
DON'T BUY
March 2, 2011
At these levels it does not interest him and because of that he doesn’t know the balance sheet.
At these levels it does not interest him and because of that he doesn’t know the balance sheet.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$22.040
Owned
No