Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 14, 2017

(Top Pick Mar 1/16, Up 10.57%) They had a loss the last quarter as they discontinued operations in the US. He loves the dividends and loves it as a demographic play. He is happy to hold it.

Extendicare Inc (EXE-T)
August 14, 2017

(Top Pick Mar 1/16, Up 10.57%) They had a loss the last quarter as they discontinued operations in the US. He loves the dividends and loves it as a demographic play. He is happy to hold it.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$9.350
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 14, 2017

(Top Pick Mar 1/16, Up 6.64%) It was taken over at $6. It is a beauty. 55% gain in 6 months. It was a sweet deal. He knew a takeover was in progress.

(Top Pick Mar 1/16, Up 6.64%) It was taken over at $6. It is a beauty. 55% gain in 6 months. It was a sweet deal. He knew a takeover was in progress.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$5.940
Owned
No
HOLD
HOLD
August 14, 2017

He paid $8 and change and it now trades at $11 and change. They never diluted the shares during the recession. They just reported a quarter where they made money. He is happy to sit with the shares he has. If they increase the dividend that will help a lot. Interest rates going up will help the banking sector.

He paid $8 and change and it now trades at $11 and change. They never diluted the shares during the recession. They just reported a quarter where they made money. He is happy to sit with the shares he has. If they increase the dividend that will help a lot. Interest rates going up will help the banking sector.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$11.450
Owned
Unknown
DON'T BUY
DON'T BUY
August 14, 2017

It has been on his watch list for years. He used to not like the management and they have not done well recently.

It has been on his watch list for years. He used to not like the management and they have not done well recently.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.790
Owned
Unknown
SELL
SELL
August 14, 2017

They are being taken over by a private equity group. He lost money. He bought when the US dollar was about par. The earnings recently weren’t very good. He doubts a higher bid will come in and is worried the deal will not go through. He hopes it will get taken over. They don’t pay a dividend any more. He estimates it will close in the third quarter.

CDI Corp. (CDI-N)
August 14, 2017

They are being taken over by a private equity group. He lost money. He bought when the US dollar was about par. The earnings recently weren’t very good. He doubts a higher bid will come in and is worried the deal will not go through. He hopes it will get taken over. They don’t pay a dividend any more. He estimates it will close in the third quarter.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$8.200
Owned
No
HOLD
HOLD
August 14, 2017

He still likes it. GS-N just put it down to a sell. Chen seems to be hitting his targets for the most part. He bought it assuming it would be taken over, but that did not happen. He kept it because Chen had his previous company taken over. It is so big and has such a huge following that when it does well it can really shoot up.

BlackBerry (BB-T)
August 14, 2017

He still likes it. GS-N just put it down to a sell. Chen seems to be hitting his targets for the most part. He bought it assuming it would be taken over, but that did not happen. He kept it because Chen had his previous company taken over. It is so big and has such a huge following that when it does well it can really shoot up.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$11.400
Owned
Unknown
WATCH
WATCH
August 14, 2017

As commodity prices go up this one should do better. He likes the management and their philosophy. The balance sheet is in good shape. He thinks most of the tax loss selling has been done and it will go up now. He would like to find a good entry point to buy into it.

As commodity prices go up this one should do better. He likes the management and their philosophy. The balance sheet is in good shape. He thinks most of the tax loss selling has been done and it will go up now. He would like to find a good entry point to buy into it.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$8.150
Owned
Yes