Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 5, 2017

(A Top Pick Dec 1/16. Up 11.25%.) Still an excellent company and still statistically very cheap. It would have benefited from rising interest rates. As a global company, it is growing quite nicely. Dividend yield of 3.2%.

(A Top Pick Dec 1/16. Up 11.25%.) Still an excellent company and still statistically very cheap. It would have benefited from rising interest rates. As a global company, it is growing quite nicely. Dividend yield of 3.2%.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$25.430
Owned
Yes
COMMENT
COMMENT
October 5, 2017

Analysing this, particularly on a very short-term basis, it is more than he can deal with. When it was all story, then you could at least say that maybe the story can just keep on going and the stock will keep going higher, but now somebody has taken a big bucket of mud and thrown it into the water. There will now be a period when we sort this all out, and can we filter the mud out? Is the growth story intact? The downside risk would be about $84. Fundamentally, Shopify is a brilliant concept, and should serve investors well in a long-term sense.

Shopify Inc. (SHOP-T)
October 5, 2017

Analysing this, particularly on a very short-term basis, it is more than he can deal with. When it was all story, then you could at least say that maybe the story can just keep on going and the stock will keep going higher, but now somebody has taken a big bucket of mud and thrown it into the water. There will now be a period when we sort this all out, and can we filter the mud out? Is the growth story intact? The downside risk would be about $84. Fundamentally, Shopify is a brilliant concept, and should serve investors well in a long-term sense.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$126.190
Owned
Unknown
COMMENT
COMMENT
October 5, 2017

This has pretty well got right up to very strong technical resistance where, for the past 10 years, they’ve never been able to crack through. Also, it has pretty much reached its FMV or intrinsic value. When you put those 2 together, you have a company that everybody loves, but it isn’t going anywhere.

This has pretty well got right up to very strong technical resistance where, for the past 10 years, they’ve never been able to crack through. Also, it has pretty much reached its FMV or intrinsic value. When you put those 2 together, you have a company that everybody loves, but it isn’t going anywhere.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$143.070
Owned
Unknown
COMMENT
COMMENT
October 5, 2017

Hunter Harrison is certainly trying to bring his magic to the table, and this company has been moving up nicely. The stock is pretty much fully priced at the present time.

CSX Corp (CSX-Q)
October 5, 2017

Hunter Harrison is certainly trying to bring his magic to the table, and this company has been moving up nicely. The stock is pretty much fully priced at the present time.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$52.350
Owned
Unknown
COMMENT
COMMENT
October 5, 2017

This company is the great disruptor. What is probably most interesting is that it is not technology, it is brilliant imagination. Everything is growing nicely, but what is the downside? The downside is, where are the earnings?

Amazon.com (AMZN-Q)
October 5, 2017

This company is the great disruptor. What is probably most interesting is that it is not technology, it is brilliant imagination. Everything is growing nicely, but what is the downside? The downside is, where are the earnings?

Ross Healy
Chairman, Strategic Analysis Corp
Price
$980.850
Owned
Unknown
COMMENT
COMMENT
October 5, 2017

The problem with this company is that it is running hard up against its FMV. Every time it has got there, it has quit and set back. Right now, that target is $65, so at the current price you got about 11% to go. After that, it is going to set back.

BCE Inc. (BCE-T)
October 5, 2017

The problem with this company is that it is running hard up against its FMV. Every time it has got there, it has quit and set back. Right now, that target is $65, so at the current price you got about 11% to go. After that, it is going to set back.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$58.760
Owned
Unknown
COMMENT
COMMENT
October 5, 2017

This has been buying back stock for a long period of time. As a result, the BV has actually been going down. He hates companies that do this. Trading at about 55X P/B. Intrinsic value is $125. This is not his idea of a good investment.

Boeing (BA-N)
October 5, 2017

This has been buying back stock for a long period of time. As a result, the BV has actually been going down. He hates companies that do this. Trading at about 55X P/B. Intrinsic value is $125. This is not his idea of a good investment.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$258.890
Owned
Unknown