Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 5, 2016

This company does agricultural GPS and steering systems. Merged with Novariant, which is going fairly well. They are dealing with some write offs. Whenever 2 companies of about the same size merge, there are always write-downs and it always takes awhile for them to gain traction. Thinks this could go up 4 or 5 times.

AgJunction Inc (AJX-T)
August 5, 2016

This company does agricultural GPS and steering systems. Merged with Novariant, which is going fairly well. They are dealing with some write offs. Whenever 2 companies of about the same size merge, there are always write-downs and it always takes awhile for them to gain traction. Thinks this could go up 4 or 5 times.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.640
Owned
Yes
COMMENT
COMMENT
August 5, 2016

Very junior, although it has been around for a long time. It is basically a lot of hype and hope. They are doing some work in Australia, and virtually have no money. Nothing found to date has been feasible, that they can push it forward in a big way. He avoids companies like this like the plague. Doesn’t like companies that have no revenue.

Very junior, although it has been around for a long time. It is basically a lot of hype and hope. They are doing some work in Australia, and virtually have no money. Nothing found to date has been feasible, that they can push it forward in a big way. He avoids companies like this like the plague. Doesn’t like companies that have no revenue.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.140
Owned
No
SELL
SELL
August 5, 2016

Primarily an infrastructure company, and do cables, engineering. They do about $2.4 billion in sales. Insider owners have been huge sellers. BV is about $16. If he owned this, he would be looking to Sell.

Dycom Industries (DY-N)
August 5, 2016

Primarily an infrastructure company, and do cables, engineering. They do about $2.4 billion in sales. Insider owners have been huge sellers. BV is about $16. If he owned this, he would be looking to Sell.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$96.760
Owned
No
HOLD
HOLD
August 5, 2016

Healthcare staffing. The company has doubled over the past year, and he is not too sure about the upside from here. If Trump gets in, that is going to hurt healthcare companies. He wouldn’t be looking to Buy, but if you own he would consider continuing to hold. Doesn’t know the financials well enough to see if it might be worthwhile Selling.

Healthcare staffing. The company has doubled over the past year, and he is not too sure about the upside from here. If Trump gets in, that is going to hurt healthcare companies. He wouldn’t be looking to Buy, but if you own he would consider continuing to hold. Doesn’t know the financials well enough to see if it might be worthwhile Selling.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$40.140
Owned
No
COMMENT
COMMENT
August 5, 2016

Rumours of new management trying to find a buyer? He knows nothing about the rumours. If a company has rumours of a takeover, he will give it a point. Based on this rumour alone, he would not be looking to buy this. It still has to have good financial statements, a good reason to exist, good marketing, good revenues.

Rumours of new management trying to find a buyer? He knows nothing about the rumours. If a company has rumours of a takeover, he will give it a point. Based on this rumour alone, he would not be looking to buy this. It still has to have good financial statements, a good reason to exist, good marketing, good revenues.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.190
Owned
No
COMMENT
COMMENT
August 5, 2016

This has been doing much better lately, so it isn’t of interest to him anymore, and is not on his watch list.

Norbord Inc (OSB-T)
August 5, 2016

This has been doing much better lately, so it isn’t of interest to him anymore, and is not on his watch list.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$33.430
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 5, 2016

(A Top Pick Aug 4/15. Down 0.45%.) He still likes this, and thinks it can double. A major problem was that the payout ratio was over 80% this past quarter, and they have to get that down. At the same time, revenues went up smartly, same-store sales went up about 4%, and the elderly population is growing. They’ve been building facilities and doing some takeovers. Thinks the dividend is sustainable. Yield of almost 6%.

Extendicare Inc (EXE-T)
August 5, 2016

(A Top Pick Aug 4/15. Down 0.45%.) He still likes this, and thinks it can double. A major problem was that the payout ratio was over 80% this past quarter, and they have to get that down. At the same time, revenues went up smartly, same-store sales went up about 4%, and the elderly population is growing. They’ve been building facilities and doing some takeovers. Thinks the dividend is sustainable. Yield of almost 6%.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$8.210
Owned
Yes