Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 14, 2014

Just started production again at Cigar Lake. In the very short term, this company has given us everything we had been looking for. The problem right now is that there are not enough earnings, which is needed to drag the stock further. However, if the Japanese are going to reignite their reactors, then the outlook is interesting, but we do need earnings now. The stock currently is fully valued.

Just started production again at Cigar Lake. In the very short term, this company has given us everything we had been looking for. The problem right now is that there are not enough earnings, which is needed to drag the stock further. However, if the Japanese are going to reignite their reactors, then the outlook is interesting, but we do need earnings now. The stock currently is fully valued.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$26.470
Owned
No
COMMENT
COMMENT
March 14, 2014

Stock is getting expensive on his calculated Fair Market Value. Not overvalued. It pretty much got to about where he thought it would get and is peaking out at about 4X Book. What is interesting is that the healthcare index is at exactly the same place. The issue is whether they can break out. This company needs more earnings. He is watching it quite carefully.

Stock is getting expensive on his calculated Fair Market Value. Not overvalued. It pretty much got to about where he thought it would get and is peaking out at about 4X Book. What is interesting is that the healthcare index is at exactly the same place. The issue is whether they can break out. This company needs more earnings. He is watching it quite carefully.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$92.810
Owned
Unknown
COMMENT
COMMENT
March 14, 2014

Produces primarily copper, zinc and lead. A lot of what is going to happen in the base metal sector is going to be dependent on the hope for global recovery. When Canada burst out of the stocks on Jan 2, everything kind of came up because there was a general hope of a nice global recovery in global growth, which would carry the metals higher. That has come under some cloud lately because of issues in China. Fair Market Value is a fair amount higher than its current price, but right now it is just balancing. Good potential but……

Produces primarily copper, zinc and lead. A lot of what is going to happen in the base metal sector is going to be dependent on the hope for global recovery. When Canada burst out of the stocks on Jan 2, everything kind of came up because there was a general hope of a nice global recovery in global growth, which would carry the metals higher. That has come under some cloud lately because of issues in China. Fair Market Value is a fair amount higher than its current price, but right now it is just balancing. Good potential but……

Ross Healy
Chairman, Strategic Analysis Corp
Price
$4.860
Owned
Unknown
COMMENT
COMMENT
March 14, 2014

People have to eventually realize this is not just a PC company. Certainly cheap on a PE basis. Had a big write off a little while ago which knocked the Book Value down but their return on equity is high, PE is low and if you get some nice returning confidence into the high tech sector, then this remains fairly cheap, about 1.5X BV.

People have to eventually realize this is not just a PC company. Certainly cheap on a PE basis. Had a big write off a little while ago which knocked the Book Value down but their return on equity is high, PE is low and if you get some nice returning confidence into the high tech sector, then this remains fairly cheap, about 1.5X BV.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$29.070
Owned
Unknown
BUY
BUY
March 14, 2014

Looking at all the Cdn banks right now, they all have that long, lovely, slow upward sweeps. Not only upward sweep in price, but also in Book Value. That will tend to carry on until the end of the market, whenever that is. At that point however, the nice benign behaviour stops and they take on tremendous volatility and they tend to fall very, very rapidly. This is currently probably in the 60th percentile off the bottom. Definitely up but not widely expensive right now.

Toronto Dominion (TD-T)
March 14, 2014

Looking at all the Cdn banks right now, they all have that long, lovely, slow upward sweeps. Not only upward sweep in price, but also in Book Value. That will tend to carry on until the end of the market, whenever that is. At that point however, the nice benign behaviour stops and they take on tremendous volatility and they tend to fall very, very rapidly. This is currently probably in the 60th percentile off the bottom. Definitely up but not widely expensive right now.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$51.230
Owned
Unknown
COMMENT
COMMENT
March 14, 2014

The spinoff of Clearwater will be a nice cash influx for the company. Stock has been trading right up against 2X BV so it needs something now to get going. It needs to employ that cash wisely. Hope they don’t pay it out in the form of dividends, but use it because they have a lot of stuff inside that could be developed.

Encana Corp (ECA-T)
March 14, 2014

The spinoff of Clearwater will be a nice cash influx for the company. Stock has been trading right up against 2X BV so it needs something now to get going. It needs to employ that cash wisely. Hope they don’t pay it out in the form of dividends, but use it because they have a lot of stuff inside that could be developed.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$22.460
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
March 14, 2014

(A Top Pick Jan 18/13. Down 29.73%.) If you get gold back up to $1600-$1800 again, we may have an entirely different outlook for the company. Earnings will certainly rebound as there is tremendous earnings leverage.

Barrick Gold (ABX-T)
March 14, 2014

(A Top Pick Jan 18/13. Down 29.73%.) If you get gold back up to $1600-$1800 again, we may have an entirely different outlook for the company. Earnings will certainly rebound as there is tremendous earnings leverage.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$23.190
Owned
Yes