Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 4, 2012
Small bank in northern California that did well right through the recession and continues to do well. Yield of about 3%. $8 would be a reasonable target in 12 months.
Small bank in northern California that did well right through the recession and continues to do well. Yield of about 3%. $8 would be a reasonable target in 12 months.
Ben Stadelmann
Vice President, Contra the Heard
Price
$4.420
Owned
Yes
COMMENT
COMMENT
April 4, 2012
Important thing you have to remember about insurers is that they are a bet on your overall view of the markets. If the stock market does well, as a whole, this company will do fine. But if the market goes into a real funk, insurers are going to get hit hard.
Important thing you have to remember about insurers is that they are a bet on your overall view of the markets. If the stock market does well, as a whole, this company will do fine. But if the market goes into a real funk, insurers are going to get hit hard.
Ben Stadelmann
Vice President, Contra the Heard
Price
$23.280
Owned
No
COMMENT
COMMENT
April 4, 2012
On his watch list. If he thought the market was going to go to blazes, he would be more interested. If the market had a severe set back and this company got much cheaper, he might get very interested in it. In the case of a rebound, the stocks should follow and may very well lead.
On his watch list. If he thought the market was going to go to blazes, he would be more interested. If the market had a severe set back and this company got much cheaper, he might get very interested in it. In the case of a rebound, the stocks should follow and may very well lead.
Ben Stadelmann
Vice President, Contra the Heard
Price
$13.190
Owned
No
HOLD
HOLD
April 4, 2012
Great example of a very cyclical stock, very much tied into the economy. To get back up to a higher target, there will have to be a recovery in the housing market. A general recovery will bring the stock higher. Their margins have really improved.
Great example of a very cyclical stock, very much tied into the economy. To get back up to a higher target, there will have to be a recovery in the housing market. A general recovery will bring the stock higher. Their margins have really improved.
Ben Stadelmann
Vice President, Contra the Heard
Price
$4.730
Owned
Yes
COMMENT
COMMENT
April 4, 2012
Purchase a Jan/14 Call with a $10 strike price? He prefers buying the common. The problem with the options is that you are so much at the mercy of timing. You don't know what could happen next January that could set the bank back temporarily.
Purchase a Jan/14 Call with a $10 strike price? He prefers buying the common. The problem with the options is that you are so much at the mercy of timing. You don't know what could happen next January that could set the bank back temporarily.
Ben Stadelmann
Vice President, Contra the Heard
Price
$9.200
Owned
Yes
BUY
BUY
April 4, 2012
This company is doing beautifully. Had a tremendous year in 2011 with record revenues and very profitable. Revenue growth of over 20%. This company is past the turnaround phase and well into the ”boost” phase. He could see $10-$11 being very possible. PE is only around 12.
This company is doing beautifully. Had a tremendous year in 2011 with record revenues and very profitable. Revenue growth of over 20%. This company is past the turnaround phase and well into the ”boost” phase. He could see $10-$11 being very possible. PE is only around 12.
Ben Stadelmann
Vice President, Contra the Heard
Price
$6.340
Owned
Yes
DON'T BUY
DON'T BUY
April 4, 2012
Seem to have a very weak corporate culture. Their ability to, not only shoot themselves in the foot, but to shoot both legs off is quite unbelievable.
Air Canada (AC-T)
April 4, 2012
Seem to have a very weak corporate culture. Their ability to, not only shoot themselves in the foot, but to shoot both legs off is quite unbelievable.
Ben Stadelmann
Vice President, Contra the Heard
Price
$0.900
Owned
No