Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 8, 2015

What is holding the company back is the structure of interest rates. At these kinds of levels, when you’re trying to write a long-term retirement policy and all you can get is 2%, it is tough to make any money. This is the kind of company that will do very well if and when interest rates rise.

What is holding the company back is the structure of interest rates. At these kinds of levels, when you’re trying to write a long-term retirement policy and all you can get is 2%, it is tough to make any money. This is the kind of company that will do very well if and when interest rates rise.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$22.980
Owned
Yes
COMMENT
COMMENT
May 8, 2015

If you want to find a way to get yourself mangled, get into Biotech’s. They are expensive and a lot of them are trading on the hopes that whatever they are doing will get approved. Approval rate of these things is so low that it makes it a bit of a gamble. This one is a cut above the pure, speculative biotechs because they have stuff and they actually earn money. Trading about 15% above its FMV. However, earnings forecasts have been kind of flat lining recently. Has pretty good support technically around $60.

If you want to find a way to get yourself mangled, get into Biotech’s. They are expensive and a lot of them are trading on the hopes that whatever they are doing will get approved. Approval rate of these things is so low that it makes it a bit of a gamble. This one is a cut above the pure, speculative biotechs because they have stuff and they actually earn money. Trading about 15% above its FMV. However, earnings forecasts have been kind of flat lining recently. Has pretty good support technically around $60.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$65.240
Owned
Unknown
COMMENT
COMMENT
May 8, 2015

His valuation chart of the company shows it is trading at 50% of the BV, which is as low as it has traded in all the years that he has a history on it. One of the big problems is that earnings forecasts continue to go into the ditch. Finally the FMV has fallen so far that it has caught up with the price. Thinks the outlook for gold bullion is good when he sees what the Central Banks globally are doing.

His valuation chart of the company shows it is trading at 50% of the BV, which is as low as it has traded in all the years that he has a history on it. One of the big problems is that earnings forecasts continue to go into the ditch. Finally the FMV has fallen so far that it has caught up with the price. Thinks the outlook for gold bullion is good when he sees what the Central Banks globally are doing.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$4.600
Owned
Unknown
COMMENT
COMMENT
May 8, 2015

This stock has done fabulously well. They made all of these acquisitions. The stock has, fairly far, outrun its FMV because of their tremendous momentum with acquisitions. He is not surprised that the stock is setting back. It is historically high and also high against all of his parameters too. It is expensive.

This stock has done fabulously well. They made all of these acquisitions. The stock has, fairly far, outrun its FMV because of their tremendous momentum with acquisitions. He is not surprised that the stock is setting back. It is historically high and also high against all of his parameters too. It is expensive.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$23.240
Owned
Unknown
COMMENT
COMMENT
May 8, 2015

Very interesting. In the early part of its existence it had a very fast growing balance sheet, which has slowed down quite a bit. It is now trapped between one of its support points and its FMV. The FMV is falling slightly, while the technicals are rising and the company is getting squeezed. Growth is slowing and not necessarily leading edge anymore. It may be about to take another step down.

Microsoft (MSFT-Q)
May 8, 2015

Very interesting. In the early part of its existence it had a very fast growing balance sheet, which has slowed down quite a bit. It is now trapped between one of its support points and its FMV. The FMV is falling slightly, while the technicals are rising and the company is getting squeezed. Growth is slowing and not necessarily leading edge anymore. It may be about to take another step down.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$47.750
Owned
Unknown
COMMENT
COMMENT
May 8, 2015

When you look at the earnings forecast for the coming year, minus 37%, even the dividend they are paying now doesn’t cover what they are paying out. What concerns him is the long run balance sheet trend back to 2011, which is in a downward slope. It doesn’t have a particularly robust balance sheet and is paying out too much in dividends and selling at BV right now.

When you look at the earnings forecast for the coming year, minus 37%, even the dividend they are paying now doesn’t cover what they are paying out. What concerns him is the long run balance sheet trend back to 2011, which is in a downward slope. It doesn’t have a particularly robust balance sheet and is paying out too much in dividends and selling at BV right now.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$3.960
Owned
Unknown
COMMENT
COMMENT
May 8, 2015

Company is in a beautiful uptrend, which began in 2011, and which he doesn’t see breaking yet. FMV is about 20% higher than what the stock is selling at. This is a company that is doing things and is on the move. He could see it moving higher.

Company is in a beautiful uptrend, which began in 2011, and which he doesn’t see breaking yet. FMV is about 20% higher than what the stock is selling at. This is a company that is doing things and is on the move. He could see it moving higher.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$41.120
Owned
Unknown