Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
April 17, 2012
Management has said they will make a profit in the last 6 months of the year. In the past, they have overpromised and under delivered and he hopes that doesn't happen this time. Record profits in agriculture in the US and Canada. This company has record revenues but continue to lose money.
AgJunction Inc (AJX-T)
April 17, 2012
Management has said they will make a profit in the last 6 months of the year. In the past, they have overpromised and under delivered and he hopes that doesn't happen this time. Record profits in agriculture in the US and Canada. This company has record revenues but continue to lose money.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.810
Owned
Yes
COMMENT
COMMENT
April 17, 2012
He prefers stocks that have stabilized towards the bottom or maybe have gone up a little bit. The gambling space is a very fascinating space and he thinks it is going to open up more in future. US is going to change their regulations at some point in time.
He prefers stocks that have stabilized towards the bottom or maybe have gone up a little bit. The gambling space is a very fascinating space and he thinks it is going to open up more in future. US is going to change their regulations at some point in time.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$3.800
Owned
No
COMMENT
COMMENT
April 17, 2012
This one is way above his price point so he has no interest in it. The auto recovery is certainly on. This company has a lot of potential.
Magna Int'l. (A) (MG-T)
April 17, 2012
This one is way above his price point so he has no interest in it. The auto recovery is certainly on. This company has a lot of potential.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$45.740
Owned
No
COMMENT
COMMENT
April 17, 2012
Good dividend payer but it didn't attract him enough to buy. Sugar prices can vary so much over time. A good one to watch in the same way that natural gas is a good one to watch. When prices are way down, then at some point they're going to come back up. Not cheap enough for him.
Good dividend payer but it didn't attract him enough to buy. Sugar prices can vary so much over time. A good one to watch in the same way that natural gas is a good one to watch. When prices are way down, then at some point they're going to come back up. Not cheap enough for him.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$5.320
Owned
No
SELL
SELL
April 17, 2012
Medical systems in the cancer field. Company has done brilliantly. Trading up near record levels. If he has stocks that have done really well, he is looking when to get out. Insiders have been selling. Book value is about $12.
Medical systems in the cancer field. Company has done brilliantly. Trading up near record levels. If he has stocks that have done really well, he is looking when to get out. Insiders have been selling. Book value is about $12.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$67.380
Owned
No
HOLD
HOLD
April 17, 2012
If the owned this stock, he would Hold it. It is at a reasonable valuation. Generally seems to jump when there are rumours of a takeover. He doesn't see the downside risk as extreme as a lot of people because they had a huge amount of cash and no debt. Their markets are expanding overseas. Has been sniffing around at this one. He expects there will be more bad news.
BlackBerry (BB-T)
April 17, 2012
If the owned this stock, he would Hold it. It is at a reasonable valuation. Generally seems to jump when there are rumours of a takeover. He doesn't see the downside risk as extreme as a lot of people because they had a huge amount of cash and no debt. Their markets are expanding overseas. Has been sniffing around at this one. He expects there will be more bad news.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$13.300
Owned
No
COMMENT
COMMENT
April 17, 2012
Impressive company but not impressive enough to buy. Have a number of problems that they still have to deal with. Has the potential of a good turnaround play.
Impressive company but not impressive enough to buy. Have a number of problems that they still have to deal with. Has the potential of a good turnaround play.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.570
Owned
No