Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 14, 2014

(Market Call Minute.) This got to twice Book Value and has been having a heck of a time getting any higher. It does have the potential to get higher and has a nice yield, but the 2X book value is blocking it.

A T & T US (T-N)
March 14, 2014

(Market Call Minute.) This got to twice Book Value and has been having a heck of a time getting any higher. It does have the potential to get higher and has a nice yield, but the 2X book value is blocking it.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$32.490
Owned
Unknown
TOP PICK
TOP PICK
March 14, 2014

Likes all of the golds. Trading at about BV, which is cheaper than the average gold company. Cost of production relative to current price is still good. It will have nice leverage on the upside if gold goes higher. It’s a long ways from its peak Price to Book of 4 times. Yield of 0.24%.

Eldorado Gold (ELD-T)
March 14, 2014

Likes all of the golds. Trading at about BV, which is cheaper than the average gold company. Cost of production relative to current price is still good. It will have nice leverage on the upside if gold goes higher. It’s a long ways from its peak Price to Book of 4 times. Yield of 0.24%.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$8.120
Owned
Yes
TOP PICK
TOP PICK
March 14, 2014

Trading at about 1.25X Book. Against its own history, that is cheap. Decent earnings and good upside potential if the energy sector can get going. If it can’t, you are in bed and the mattress is right there, safe and solid. Very little downside risk. Yield of 2.54%.

Trading at about 1.25X Book. Against its own history, that is cheap. Decent earnings and good upside potential if the energy sector can get going. If it can’t, you are in bed and the mattress is right there, safe and solid. Very little downside risk. Yield of 2.54%.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$36.240
Owned
Yes
TOP PICK
TOP PICK
March 14, 2014

Stock plunged to about 70% of Book Value, so it’s a 30% discount to Book. You have to like that. It has a superb balance sheet. Their cash has got stronger and stronger and stronger as time has gone on. Their sales were strong.

Stock plunged to about 70% of Book Value, so it’s a 30% discount to Book. You have to like that. It has a superb balance sheet. Their cash has got stronger and stronger and stronger as time has gone on. Their sales were strong.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$8.460
Owned
Yes