Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 26, 2017

Has done very well on this. Pays a nice dividend. The biggest telco player in France, but also plays in many other countries too. He never averages up on a stock, so wouldn’t do so on this one either. Thinks the stock can go a lot further.

Orange SA (ORAN-N)
September 26, 2017

Has done very well on this. Pays a nice dividend. The biggest telco player in France, but also plays in many other countries too. He never averages up on a stock, so wouldn’t do so on this one either. Thinks the stock can go a lot further.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$16.370
Owned
Yes
COMMENT
COMMENT
September 26, 2017

Has a target of $30. He is very, very happy to continue holding this and thinks there is still lots of upside.

Bank of America (BAC-N)
September 26, 2017

Has a target of $30. He is very, very happy to continue holding this and thinks there is still lots of upside.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$24.810
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 26, 2017

(A Top Pick June 28/16. Up 31%.) Feels this still has a lot of upside. It is selling for around BV. A small branch with 23 to 25 branches. It could be a takeover at some point. He can see this doubling from here.

(A Top Pick June 28/16. Up 31%.) Feels this still has a lot of upside. It is selling for around BV. A small branch with 23 to 25 branches. It could be a takeover at some point. He can see this doubling from here.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$11.160
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 26, 2017

(A Top Pick June 28/16. Down 36%.) This was a bad pick all along. About every 3 years it has a spike, and the last one was around 2012 so it is now overdue. He is waiting for a catalyst. They have very little debt. It could take some tax loss selling before the end of the year, and he has it on his Buy list. Does digitization and a lot in the Tech Arena.

Innodata Isogen Inc. (INOD-Q)
September 26, 2017

(A Top Pick June 28/16. Down 36%.) This was a bad pick all along. About every 3 years it has a spike, and the last one was around 2012 so it is now overdue. He is waiting for a catalyst. They have very little debt. It could take some tax loss selling before the end of the year, and he has it on his Buy list. Does digitization and a lot in the Tech Arena.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.450
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 26, 2017

(A Top Pick June 28/16. Down 1%.) Has been hit along with the retail sector. Pays a dividend of almost 5%. Great balance sheet. They should be helped going forward, because the Cdn$ is going up, and they source so much from the US. He is a little concerned about their new athletic stores.

Reitmans (RET-T)
September 26, 2017

(A Top Pick June 28/16. Down 1%.) Has been hit along with the retail sector. Pays a dividend of almost 5%. Great balance sheet. They should be helped going forward, because the Cdn$ is going up, and they source so much from the US. He is a little concerned about their new athletic stores.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$4.200
Owned
Yes
COMMENT
COMMENT
September 26, 2017

Thinks they have a definite a chance to survive. Have sales of about $9-$10 billion, and a huge debt load of around $40 billion. They have big problems, but the CEO says they are about where they want to be with the debt. Has all kinds of legal problems they have to deal with. Companies that do takeover after takeover and take on debt, generally get into trouble. Doesn’t feel it is cheap enough. If it got under $10, he might look at it.

Thinks they have a definite a chance to survive. Have sales of about $9-$10 billion, and a huge debt load of around $40 billion. They have big problems, but the CEO says they are about where they want to be with the debt. Has all kinds of legal problems they have to deal with. Companies that do takeover after takeover and take on debt, generally get into trouble. Doesn’t feel it is cheap enough. If it got under $10, he might look at it.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$17.420
Owned
No
COMMENT
COMMENT
September 26, 2017

Doesn’t know this well. It used to be on his Stopwatch List at around $1. One reason he liked the stock was because he liked management and thought they would do everything they could to do get out of the major hole they were in. They did it and it had a tremendous run. He doesn’t know the current financials.

Doesn’t know this well. It used to be on his Stopwatch List at around $1. One reason he liked the stock was because he liked management and thought they would do everything they could to do get out of the major hole they were in. They did it and it had a tremendous run. He doesn’t know the current financials.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$9.000
Owned
No